Services That Span Your Lifetime Starting a Business - Our experience and skills in business formation and obtaining financing can be crucial in getting your new venture up and running.  More specifically, we can help you: Select the proper form of business (partnership, LLC, corporation). Register with government and tax authorities. Install and train your staff on the appropriate accounting software. Identify and locate applicable financing methods and resources. Serving Your Business - Our expertise in management consulting, financial reporting and tax planning can help ensure the long-term success of your small or medium-size business, tax-exempt organization, estate or trust.  We're prepared to offer: Financial reporting that meets the highest standards of quality. Business tax and financial planning at regular intervals each year. Retirement and pension planning beginning at an early stage. Succession planning. Personal Planning & Services - We help you design and implement strategies that put such critical lifetime goals as a new home and college for your children well within reach.  The tools we use include: Income tax planning. Investment planning. Analysis of personal financial data. Asset protection planning. Analysis of financial consequences of family and business decisions. Consultations with and recommendations to other professionals, such as attorneys and investment advisors, when required. A thorough knowledge of all types of pension plans and IRAs.