Business Consulting Services


Let us help you secure your financial future. We understand what it takes to cultivate a prosperous business, and will develop practical solutions that yield profitability and growth. We are proud to offer the distinct advantage of two professions within one professional, as our partners are dually licensed as CPAs and attorneys. With this unique skill set, we supply both the knowledge and the experience to assist you with all of your business needs, whether they are financial or legal.

Our comprehensive, flexible strategies will address the issues affecting your business and deliver the necessary tools, leadership, and financial acumen to help you accomplish your objectives. Whether you are starting a new business, selling an existing business, or need to develop contracts that protect your assets—we are here to help you. We will work closely with you to ensure your needs are met—always providing expert guidance you can trust.

Here is a sampling of the business consultation services we offer:

  • Buy/Sell Agreements
  • Entity Selection and Business Formation
  • Partnership Agreements
  • State Law Issue Resolution
  • Employment/Consultant Agreements
  • Non-Competition Agreements
  • Nondisclosure Agreements
  • Succession Planning
  • Mediation
  • Review of Legal Documents

Client Center

- Individual Tax Clients
- Business Clients
- Client Employees

Go Mobile!

...and get what you need, when and where you need it!

Phone: 972.228.0290 • Fax: 972.228.0295