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BUSINESS, INDIVIDUAL
AND ESTATE SERVICES
BUSINESS SERVICES
Financial
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Loan request preparation |
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Banker introduction, communication, requested document preparation |
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SBA loan application assistance |
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Financing alternatives and analysis |
Entity options and analysis
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Business formation or dissolution |
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Business plan preparation, analysis, and implementation |
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Cost/benefit analysis of incorporation |
Functional areas
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Identification of procedures to improve your business efficiency and cost
effectiveness. |
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Operational analysis and review |
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Fixed asset schedule preparation, update, and analysis |
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Insurance coverage analysis |
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Personnel assistance including I9, W4, termination documentation, TWC appeals |
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Mission statement definition and use |
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Review all prior required federal and state returns |
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Cash flow analysis |
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Litigation support and bankruptcy |
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Business acquisition and valuation |
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Sale of your business and impact to both seller and buyer on after tax basis |
INDIVIDUAL SERVICES
|
Tax dispute resolution and representation |
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Financial decision cost/benefit analysis |
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End of year tax projections and alternatives |
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Impact of tax law changes for your situation |
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Portfolio analysis and evaluation of alternatives |
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Preparation of your action plan to resolve your major tax problems |
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Personal financial statement |
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Divorce assistance with respect to tax and business issues |
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Elder care alternatives |
ESTATE SERVICES
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Estate planning and return preparation |
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Estate and trust administration |
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Preparation of probate court accounting |
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Send e-mail to rjccpa@sbcglobal.net
