Leading the charge in advisory servicesforward-looking planning for your personal and business needs
Advisory › Foundational packages › New Business
New Business

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