Small Business Planning

We understand small business owners because that is who we are. Many times, small business owners are so busy working in their business that they neglect planning for themselves. We help business owners navigate the complexities of owning a business and help them take advantage of tax and planning strategies afforded to business owners. Our work includes employee benefits, retirement plans and more, all with a focus on lowering taxes and improving efficiencies.

We work with business owners to:

  • Implement effective tax planning strategies.
  • Draft appropriate employee benefits packages.
  • Implement employer-sponsored retirement plans such as profit sharing and 401(k)s.
  • Coordinate succession planning, the process of thoughtfully organizing your business to sell.
  • Help them save and invest for their own future.