Description

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.