Our mission is simple: to help your organization succeed. Using our knowledge and experience, we help you achieve your goals by offering the following business advisory services tailored to your needs.
New Business Formation and Restructuring
Deciding the appropriate type of entity can be overwhelming. We will help you understand the tax implications of the different options and choose the right type of entity for your business.
Cash Flow Management
You may be excellent at providing services or products to your customers and paying your bills while still not optimizing your cash flow. We can help you determine if making some changes will put more cash in your own pocket or provide the necessary funding for growth.
Should you purchase a new business? How should the purchase price be allocated among the assets? What ability do you have to deduct the cost of the business assets you purchase? Does your Operating Agreement address tax issues and protect your interests? Should you make a loan or capital contribution to your company? All these questions require careful consideration of tax and financial implications. We will help you with the appropriate analysis so you make the right decision.
Do you want to bring in partners, transfer ownership to employees, or plan for your exit? Depending on your goals, there are many ways succession can be structured. We will help you understand the benefits and tax impacts of your alternatives.
Structuring compensation is not as easy as it sounds. Your corporate structure (LLC, S or C corporation) will impact the tools you have and how you might deploy them. From cash compensation to bonuses to retirement and employee benefits, properly balancing these is essential to optimizing your taxes, competitively compensating yourself and your employees, and assuring the profitability and growth of your business. The good news: We can help!
What Our Clients Are Saying
“Carissa has been my personal and professional accountant for the past 15 years. I am difficult. Carissa’s professionalism and dedication to details keeps things moving. I can’t imagine going through the tax process every year without her. Thank you Carissa!”
Bogdan Lasky, LLC