Advisory Consulting

Problem Solvers

Our management consulting services focus on our clients' most critical issues and opportunities where we consistently deliver value: tax strategy, business strategy, organization, business structures, intellectual assets, international tax, interstate tax, corporate governance, managing disruption, protecting vital business assets, finance, borrowing, fund raising & cash management. We are known for our holistic perspective and capture value company wide.


It’s very likely that most privately owned businesses don’t have an abundance of expertise in those areas. We step into the breach to provide novel solutions with our pertinent experience at all levels of the American enterprise system.


We serve privately owned and small publicly owned businesses.


  • continuously great problem solving
  • outstanding problem solving skills
  • tax strategy
  • business strategy
  • business structures
  • intellectual assets
  • international tax
  • interstate tax
  • corporate governance
  • managing disruption
  • protecting vital business assets
  • finance, borrowing
  • fund raising
  • cash management

Other services.



  • Tax services
  • Tax strategy
  • Federal tax
  • State tax 
  • Interstate tax
  • International tax
  • Intellectual property 
  • Business structures 
  • Immigrate foreign companies
  • R&D credits
  • Tax controversy 
  • Tax audit
  • Timely Preparation
  • Tax Planning
  • Secure Web Portal 
  • Penalty abatement 
  • Avoid penalties 
  •  We will structure your business for tax advantage
  • We will structure your business to protect vital business assets
  • We will structure your business for greater maneuverability
  • We will structure your business to pivot on a dime without consequence
  • A great structure achieves myriad valuable goals easily and effortlessly.
  • A bad structure constantly interferes with business goals & exposes your vital assets to lawsuits & litigation.
  • A bad structure is a trap because it’s inflexible, cumbersome & poorly conceived.
  • A bad structure adds to tour tax burden.
  • A bad structure puts all assets at risk needlessly.
  • A bad structure is a lead weight around your shoulders.
  • A bad structure makes it more difficult to survive & thrive in a competitive environment
  •  Trade secrets 
  • Trademarks
  • Copyrights 
  • Patents
  • Web sites
  • Customer database
  • Social media accounts
  • Business Services
  • Bookkeeping
  • Accounting
  • Payroll
  • Data driven management
  • Capture & interpret critical operating data
  • CFO service
  • Streamline & simplify
  • Cash management
  • Remote office
  • Management financial statements
  • Compiled financial statements