Business Planning

Owning a business is one of the most rewarding things in the world. It’s also one of the most stressful. You just can’t know everything about everything. Sometimes you need a little help. Sometimes you need a lot of help. We’re here for you.

Here are some of the ways we can help:

  • Business Formation and Start-Up
  • General Operations
  • Business Succession Planning
  • Tax Planning

Tax planning is much more than just tax preparation. With tax preparation, you bring all your supporting income and expense documentation to your tax preparer, who plugs the numbers into the appropriate tax form. He or she may also advise you of some basic ways to reduce taxes, such as contributing to IRAs.

Tax planning may include tax preparation, but it also includes looking at your life and your business in depth – discussing your current situation and your future plans, advising you about the potential tax ramifications of proposed actions, as well as advising you about ways to reduce your taxes. As a business owner, tax planning as an individual and as a business almost always affects both of your worlds, so both need to be analyzed. See our Tax Planning page for more information.

You’ve heard it before: “Do what you do best and delegate the rest.” Give us a call at 941-444-5958.

You wonder whether your granddaughter will think of you fondly when you’re not around anymore.

You want to make sure someone will love and care for your dog, horse, or parrot when you can’t.

Your spouse doesn’t share your love for guns, and you fear your collection could be sold for almost nothing – or even destroyed – instead of being passed on to your children or others who share your passion.

Contact us today. We can help.