Self-Employment Issues

  • Provide small business operational advice
  • Evaluate current business insurance and provide options if needed
  • Provide referrals to business valuation specialists
  • Analyze IPOs and business purchase options
  • Help you manage retirement plan tracking and maintenance: contributions made, contribution limits, GUST amendments, profit sharing tax forms (5500), etc.
  • Analyze current employee benefits and provide options
  • Provide information on business transition or succession strategies
  • Provide guidance regarding business tax planning