Income Advisory Careers in Palm Harbor, FL

We specialize in: Business Formation/Acquisitions Bookkeeping, Accounting & Taxes Insurance & Annuities Business Valuations Business Retirement/Exit Planning Business Sales We assist our clients in setting up the appropriate business structure to suite their needs. Once the business has been setup, we provide our clients with bookkeeping, accounting and tax services. The objective of the business is to provide the client with cash flow now and cash flow in the future. A combination of tax and retirement planning puts the owner in a position to receive optimal cash in their retirement years while leaving gifts to charity and inheritances to family while minimizing tax liability. We provide business valuation services that will help the client in planning the sale of the business to go into retirement. With our business broker services, we can assist our client in the final sale of the business.