Advisory

  • Business Valuations

Business interests must be valued when transferred as a gift or as part of an estate. A professionally prepared, well documented, and supportable valuation is necessary to minimize IRS challenges in the state of Texas. Our valuation experts can provide documented valuations for:

      • Estate planning

      • Gift and estate tax reporting

      • Family limited partnerships

      • Succession planning

      • Charitable contributions

    • Business Advisory

      • Budgeting & Forecasting Advisory

      • Tax Strategy

      • Due Diligence on deals and investments

      • Accounting software implementation & setup

    • Individual Consultation/Advisory

      • Wealth Management

      • Retirement questions

      • Tax planning

    • SBA - EIDL/PPP

      • We can help navigate the complex rules to help estimate loan amounts, forecast forgiveness, and provide guidance on prudent expense management to maximize forgiveness benefit.

      • Ongoing expense monitoring to support PPP forgiveness

      • Documentation providing back up supporting data for the number of employees on payroll and pay rates, including IRS payroll tax filings and Sate income, payroll and unemployment insurance filings.

      • Documentation providing back up supporting data for payments on covered mortgage obligations, lease obligations, and utilities.