Tax Preparation:

  • Individuals
  • Corporations
  • Partnerships
  • Single Member LLC’s
  • Estates and Trusts
  • Gift Tax

Financial Statement Preparation:

  • Review
  • Compilation

Business Valuations including Buying/Selling a Business:

  • What is a Valuation?
  • Who needs a Valuation?
  • Income Approach
  • Market Approach
  • Asset-Based (Cost) Approach
  • What documents are needed to perform a valuation?
  • What do you do if documents are not readily available?
  • What are the benefits of having a fair valuation?

Business Plan Preparation:

  • Why does every business need a plan?
  • What is the difference between a business plan and an idea for business?
  • How formal of a business plan is necessary?
  • Who are the users of the business plan?
  • What are the components of a business plan?