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About Steele Martin Jones & Borgognoni,
CPA
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Steele Martin Jones & Borgognoni, CPA
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Consulting Services
We provide an extensive range of business and personal financial consulting
services including the following:
- Retirement planning to set aside
money tax free for future needs, including pension, profit sharing, and
401K plans
- Planning for children's
college expenses
- Representation and analysis
of buy/sell arrangements to protect your interests and maximize your
investment
- Business valuation services
- Analysis and recommendation
concerning new or acquired business ventures
- Review of contracts, with
emphasis on tax and financial aspects
- Succession planning,
including minimizing federal estate taxes and state inheritance taxes
- Most advantageous initial
entity for your business:
- corporation
- S corporation
- partnership
- limited liability company
- sole proprietorship
- Analysis of a possible change
in business status to/from corporation, S corporation, LLC, general
partnership, or sole proprietorship. Not only will we try to minimize
the overall tax burden, but we will work to match your future plans (and
concerns) to the entity most appropriate for you.
- Tax and financial
implications of partnership agreements
- Set-up of employee benefit
plans and cafeteria plans to reduce taxes for the employer and employee
- New business startup
procedures
- Employer/employee and
independent contractor issues
- Preparation of loan proposals
to include information to successfully obtain lower cost loans to terms
you can meet
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