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Leading the charge in advisory servicesforward-looking planning for your personal and business needs

Advisory Foundational packages New Business

New Business

A part-unrolled blueprint, a cornerstone block, a ring of keys and a potted seedling

The foundation for a newly formed company.

Entity Structure Planning

  • Personal/corporate planning
  • Corporation compliance and documentation

Corporation-LLC Income Strategies

  • Wage analysis and planning
  • Rent analysis and planning
  • Royalty and license fee agreement analysis and planning
  • Distribution analysis and planning

Cash Flow Planning Using Your Corporation-LLC

  • Income and tax projection analysis and planning
  • Tax payment timing analysis and planning
  • Budget analysis and planning

Business Operations and Documentation

  • Company bank accounts and business expenses
  • Record keeping and expense reporting
  • Business expense reimbursement plan

Independent Contractor-Employee Analysis

  • Independent contractor
  • Employees

Company Fringe Benefits

  • Health insurance premium analysis and planning
  • Medical expense analysis and planning
  • Retirement account analysis and planning