Advanced Planning Analysis


Advanced Planning Analysis


Get an analysis and written report based on your financial goals for the upcoming year and gain insights on how to adjust your plan during a pandemic.



This is an in-depth analysis for business and property owners that results in a written report provided at the conclusion of our analysis. The report will include an Income Statement, Balance Sheet, Risk Management Analysis, and a Guidance Outline that may be used for future legal and/or accounting advice purposes.

Required client participation: Questionnaire answers, past year income tax information (from forms 1040, 1041, 1120, 1065), a statement of your goals, objectives and projections for 2021.


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