Some questions are too big for a tax return. These engagements bring accounting, tax, and business judgment together at the moments that matter most.
Start the business with the right entity, the right tax election, and the accounting set up from day one.
Choosing between an LLC, S corporation, C corporation, or partnership affects your taxes, liability, how you pay yourself, and how easily you can bring in partners or investors later. We walk through the choice in plain terms, coordinate the formation with your attorney, and handle the tax registrations that follow: EIN, S election, Florida registrations, and sales tax or payroll accounts.
Formation includes the accounting setup, so the business starts with clean books rather than a shoebox.
A supportable value for your business, for a sale, a buyout, a dispute, or planning.
Valuation combines the financial analysis (normalized earnings, cash flow, balance sheet adjustments) with the market and the purpose of the valuation. We prepare calculation reports for internal planning and negotiations, and more detailed valuation reports where the purpose requires one.
For owners planning an eventual sale, a valuation years in advance shows what drives the number and where to focus.
Prepare the business and yourself for a sale, succession, or wind-down, years before it happens.
Most businesses sell for less than they could because the owner starts planning when a buyer appears. Exit planning begins earlier: cleaning up the financials so they hold up to due diligence, reducing dependence on the owner, structuring the deal for the best after-tax result, and planning what the owner's finances look like afterward.
We coordinate with your attorney, financial advisor, and broker so the plan is one plan, not four.
A sounding board with your numbers in front of it, for the decisions you'd otherwise make alone.
Strategy engagements are practical: we model the decision in question with real numbers, lay out the scenarios, and give a recommendation. Ongoing clients meet with us quarterly to review results, revisit goals, and decide what to do next.
Because the firm already keeps your books and prepares your taxes, the analysis starts from accurate data rather than assumptions.
Reduce what you pay with a plan built around your business, revisited through the year.
Tax strategy sits at the center of advisory work because nearly every business decision has a tax consequence. We project the year, evaluate the available moves, and implement them with you. The full description is on the Tax page.
See the full Tax Planning section →Tell us where things stand and we'll map out the next step.
