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Business Owner Education

Offering a robust list of services to meet your personal and business needs

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Have questions about how to run your business right?...we have the answers

Are you a new business owner and have a list of questions a mile long about how to set your business up to save the most on taxes, how to pay yourself, what expenses are deductible, or whether you should hire employees or independent contractors? Or maybe you’ve been in business a while and you’re thinking about adding company fringe benefits, optimizing cash flow, shifting income to your kids to save on taxes, or looking for ways to retain your employees? We can help. Our highly trained team of Business & Tax Advisors answer questions like these every day.

We offer:

  • One-on-one business coaching services on any number of topics
  • A New Business Owner Coaching Series with best practices training and documentation on:
    • Business operations and documentation
    • Cashflow planning using your LLC-S corporation
    • Company fringe benefits
    • LLC-S corporation owner compensation strategies
  • Independent contractor-employee analysis