We work closely and proactively with our business clients, and we are well versed in a broad range of issues, including entity selection, the development of business plans and budgets, basis issues, growth management, and the myriad financial concerns and challenges common to familybusinesses.
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Licensed, BBB Rating: A+
In Business Since 2013
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Sentiment Analysis
She's been my personal and business CPA for six years and is always a pleasure to work with.
Highly recommend!
In particular, she educated us regarding the pros and cons of Charitable Remainder Trusts, IRA Qualified Charitable Distributions (QC Ds) and donations of appreciated stock.
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