Services

Over thirty years in this business has taught us that modern solutions are required to solve modern problems. Our approach to working with our ideal clients is a little different than you may be used to.

We exist to help you get the results that make you feel better about your finances. We do this by making our services personal, our strategies creative, and our solutions easy to implement.

We’ve created an easy and affordable way to make this happen – Our YMM Advantage program. Now you can receive all the help you need with your finances, including the preparation and filing of your personal and business tax return, for one low monthly fee.

By enrolling in our YMM Advantage program, you receive unlimited access to your Advisor to help with all aspects of your personal or business finances. The best part is that you’ll never receive an additional bill for a phone call, email or office visit.

We’ve made” taking care of business” simple, easy and affordable. Our YMM Advantage program is the easiest way for you to achieve the financial success you deserve. Get more from your tax professional.

YMM Advantage:

Individual – Starting at $59/month

Access to an expert – unlimited phone and email access to your tax and financial planner

Annual Individual Income Tax Return Preparation and Filing

Audit Assistance – we’ll help you respond to any IRS or State tax inquiry

Custom Tax Plan – personalized plan to help you keep more of the money you make

Personal Balance Sheet – ongoing analysis of your assets, liabilities and net worth

Investment/Insurance/Estate Plan Review – helping you stay on top of the changing financial world

Business – Starting at $89/month

Access to an expert – unlimited phone and email access to your tax and financial planner

Annual Business Income Tax Return Preparation and Filing

Audit Assistance – we’ll help you respond to any IRS or State tax inquiry

Annual Compliance Review – SOI filing, minutes prep, records update, etc.

Review of Business Bookkeeping – current and year-end adjustments

Operations Review- timely advice, strategic planning, policies and procedures

 

Bookkeeping/Write-Up

If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.

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Business Consulting

As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.

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Business Entity Selection

The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.

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Buying or Selling a Business

Few business decisions are more important, complex and potentially business altering than a buy or sell decision. When you are ready to sell your business, we can provide support at every step, including valuing the business, vetting potential buyers, and supporting due diligence. If a buying opportunity presents itself, we can help by providing valuation services, developing negotiation and financing strategies, and managing the due diligence process.

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Notary Public

A notary public can help you to handle various business matters, including witnessing and authenticating document execution and signatures. We offer Notary Public services and are available when you need us.

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Retirement Planning

Retirement planning is critical in these uncertain times. Whether you are developing a retirement plan for yourself or choosing a retirement plan to offer to your employees, we can help you evaluate the available options. Our focus is on helping you to make the choice that is most appropriate for your own financial situation. If you are choosing a retirement plan for your business, we will base our recommendations on the unique characteristics of your business and your employee population, as well as the legal and compliance issues related to each type of plan.

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Call today to schedule an appointment!