Starting and managing a small business can be daunting, yet very exciting. So proper tax preparation and planning, recordkeeping of your small business tax deductions and money management is critical to long term success.

Business owners must also consider entity structure, entry/ exit strategies, risk mitigation, retirement plannings, and much more. In general, we will touch on high level issues, such as:

  • tax savings, planning and income modeling

  • small business fringe benefits and deductions

  • retirement plans including solo 401k plans, defined benefits pensions and self-deployed annuities

  • asset protection and trusts, estates and probate

  • health insurance, ACA compliance and long-term care

  • expense reimbursements and the Accountable Plan

  • business liability

  • partnership agreements, corporate structures and ownership layering

  • S Corp election and operating as an S corporation