Consulting/ Advisory Services
Estate Planning
Our team can handle tax compliance for estate and beneficiaries, as well as year of death/ estate tax returns. Furthermore, we will be able to arrange well-planned estate freezes in case of an unexpected death so your estate tax is minimized. Finally, a solid estate and succession plan through us can allow for income splitting opportunities with your spouse
Business Start-Up Consulting
A business startup consulting service provides expert guidance and support to individuals or teams looking to launch new ventures. We offer assistance in various areas including business planning, market research, financial projections, legal considerations, branding, and operational strategies. Our goal is to help entrepreneurs navigate the complexities of starting a business, increase their chances of success, and minimize risks.
Business Advisory (Virtual CFO)
Our Virtual CFO services offers outsourced financial expertise to businesses, providing strategic financial planning, analysis, and guidance remotely. Acting as a Chief Financial Officer (CFO) on a virtual basis, we assist with financial management, budgeting, forecasting, cash flow optimization, and decision-making. Virtual CFOs help businesses access high-level financial expertise without the cost of hiring a full-time CFO, offering flexible and scalable solutions tailored to the needs of each client.
Tax Due Diligence
Tax due diligence service involves a comprehensive examination of a company's tax-related matters to assess potential risks and liabilities during mergers, acquisitions, or other business transactions. This process includes analyzing tax compliance, liabilities, potential tax exposures, and opportunities for tax optimization. By conducting tax due diligence, businesses can identify and mitigate tax risks, ensure compliance with tax laws, and make informed decisions about transactions to minimize future tax liabilities.
Purchase and Sale of Business
When purchasing or selling a business, you would need to consider your outcome that you are trying to achieve with this option. This sale and purchase can either be Share transaction or a Asset transaction. Both have different outcome to what you would like to achieve. To better understand your needs and to guide you through what will be more beneficial for you, reach out to us and we can help you understand the Net proceeds that will yield you the highest outcome whether it is a sale or a purchase of a business.
Frequently Asked Questions
Remember that this FAQ provides a general overview, and individuals or businesses seeking tax advisory services should consult with a professional for advice tailored to their specific circumstances and the most recent tax regulations.
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