Consulting Solutions for Business Growth

Running a successful business demands strategic planning to make decisions. Beyond traditional accounting, we offer comprehensive consulting solutions to guide you through growth. No matter what stage your business is at, our team of licensed CPAs and tax professionals can bridge the gap between your ambition and its realization.

Schedule a free call
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Consulting Solutions for Business Growth

Running a successful business demands strategic planning to make decisions. Beyond traditional accounting, we offer comprehensive consulting solutions to guide you through growth. No matter what stage your business is at, our team of licensed CPAs and tax professionals can bridge the gap between your ambition and its realization.

Our Consulting Services for Your Business

  • Financial and Retirement Planning: Craft a personalized roadmap to secure your financial future to optimize your investments, manage cash flow, and build a sustainable foundation.
  • Tax Planning: Minimize your tax burden and maximize your returns with our strategies for tax optimization.
  • Succession Planning: Ensure a smooth transition of your business to the next generation or new ownership. 
  • Partnership Planning: Establish clear agreements with your partners, preventing future conflicts and aligning everyone for success.
  • Business Valuation: Get an accurate assessment of your business’s current market value.
  • Litigation Support: Navigate legal disputes with a detailed analysis of financial records, ensuring your rights are protected.
  • Mergers and Acquisitions (M&A): Make informed decisions about mergers and acquisitions from due diligence and negotiation to post-merger support.
Couple attend business consultation with financial professional

See How R&D Credits Can Benefit You

Find out how to maximize your research and development (R&D) credit benefits. Our process is focused on transparency, client service, and deep technical expertise.
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Step 1: Request Complimentary Analysis

Get a free initial consultation to discuss your business's ambitions. After the call, we will request some limited additional information to help us refine your estimated credit benefits. This step usually takes 1-2 hours of your time. 

Step 2: Receive Proposed Scope of Work

After we evaluate the information gathered, we develop an estimated benefit and lay out the R&D study methodology that will best suit your business, along with the associated timeline and fees.

Step 3: Claim Your Credits

Once the full scope of work is agreed to, we request additional information and conduct interviews in order to determine the final amount of R&D costs under section 174 for the R&D credit. We create a detailed deliverable to support the results, including substantiation for the activities included as R&D.

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Elevate Your Business with Our Team

Learn how we can help you achieve your business goals. We’re your trusted partner for maximizing your financial success and securing a brighter future for your business.

Get in Touch with Our Financial Professionals

Call us for a consultation today or fill out our contact form.

Call Us (202) 455-6010
Learn About Partnering With Our Team

The Corporate Transparency Act is in effect. You can get started today by signing up to be notified for updates or by partnering with our team to proactively review your clients' business structures and tax planning strategies.

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FAQs

Unclear about our service? Dive into our FAQs for clarity and keep the questions coming.

What type of businesses do you work with?

We provide consulting for a wide range of businesses from startups to established companies.

How often will I communicate with my consultant?

We provide regular communication throughout the engagement process.

What are your confidentiality policies for your consulting services?

We maintain strict confidentiality regarding all client information. Our team has robust data security measures and adheres to ethical standards of confidentiality.

View Insights From Our Team

Explore our curated list of downloadable PDFs and other resources for more information. 

The Corporate Transparency Act Webinar

Join Erin Savery, CPA, MST, for a recorded webinar on this new compliance requirement for more than 30+ million businesses in the US. During the event, Erin will break down the key insights and implications of the CTA.

Analyzing the Potential Impact of the "Tax Relief for American Families and Workers Act of 2024"

Substantial tax relief and incentives for American families and workers is on the horizon depending on Senate outcome.

Optimizing the Employee Retention Credit Refund Process Amid IRS Delays

Are you experiencing delays with your ERC claim? Find solutions to help expedite your claim!
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Get Started Today

Do you have questions for tax professionals?
Fill out the form and we will schedule a free initial consultation with no commitment to learn more about how we can help you achieve your financial goals.

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