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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?