We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

The following are just a few of the areas in which we provide consulting services:

  • Type of entity selection - Sole proprietor, S-Corp, C-Corp, LLC/LLP, etc.

  • Initial entity setup – based on entity selection, assistance with the entire process of establishment of your business

  • Financial & retirement decisions - tax implications, selection of retirement vehicles, etc.

  • Education Planning - Section 529 Plans, Educational IRA's, etc.

  • Estate, trust & gift planning - Life's most important planning exercise!

  • The "Paperless Office" - how to accomplish, is it worth it, how long should it take, pitfalls to avoid?

  • QuickBooks & other business setup assistance – which version of QuickBooks to select, assistance with setup, specialized forms, importing of data from your current application(s)




401k audit  :  form 5500 preparation  :  technology consulting  :  tax planning & preparation
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Copyright 2007 Dave Cormia, CPA
A Professional Accountancy Corporation

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