Business Planning & Consulting

//Business Planning & Consulting
Business Planning & Consulting2017-12-28T06:13:36+00:00

Kalispell Business Planning and Consulting

We believe a proactive and educated approach to managing your business is vital to your success. Planning is the key to successfully and legally reducing your tax liability. Our firm’s staff has the experience, knowledge, and foresight to help you increase your profits. These services include but are not limited to the following:

  • Budgeting
  • Business Succession Planning
  • Shareholder Buy/Sell Agreements Planning
  • Entity Formation Analysis
  • Cost Segregation Study
  • Business Advisory Services
  • Retirement Plan Advisory Services
  • Corporate/Business Restructuring
  • Financial Ratio Analysis

Our firm recognizes what our clients need to be successful in these changing business times. Webring the knowledge, experience and resources our clients need in order to properly plan for the future. These services include but are not limited to the following:

  • Individual and Business Tax Preparation
  • Estate, Gift and Trust Tax Preparation
  • Individual and Estate Tax Planning
  • Sale of a Business – Tax Consequences Analysis and Planning