Business Clients

We service a wide range of closely-held businesses and investment entities. This group includes industries such as real estate holding, construction, restaurants, manufacturing, wholesale/retail, import/export, and service professionals such as lawyers, doctors, real estate agents/brokers, engineers and other business consultants. We listen carefully to our clients’ goals and objectives. We offer a critical analysis of the optimal choice of entity to operate their businesses, such as C and S corporations, LLC’s, and general and limited partnerships. We assist our clients in managing their growth while minimizing their tax obligations. We also offer business succession planning strategies that are income and estate tax efficient.