There are many things that happen in our lives that affect our taxes. During this type of appointment, we can discuss life changes such as retirement, marriage, divorce, buying a home, selling a home, changes in employment, children, capital gains/losses, or any other future tax planning questions.

Whether you are starting a new business, experiencing business growth, or just want to review your current business situation, we can help with entity structure, retirement plans, estimated tax payments, business deductions, selling or buying a business, reasonable compensation, hiring employees or contractors, buying or selling rental properties, or any future tax planning questions.

If you already know the entity structure that fits your needs, and would like us to form the entity on your behalf.

Entity selection and strategic planning are handled through a separate advisory appointment.