Tax & Financial Solutions for Business & Individuals
Financial Statement Reviews, Compilations & Bookkeeping
Starting, Buying or Selling a Business
Frank offers generous counsel for start-ups and his mantra, "Get It Right The First Time" is a best practices approach to organize your business in a way that best protects you legally but also limits your tax and administrative obligations. First Frank will listen to understand your goal and will then provide a Clear Summary of Short & Long-Term Services, costs and information so you are confident at stage of your business development.
As a Tax Adviser & Licensed Insurance Professional Frank works with Investment Advisers, Insurance Companies and Elder & Estate Attorneys to incorporate sound tax planning with their financial solutions. Frank will first discuss the goals of you and/or your family and then simply educate you on the solutions and professional resources available to meet those goals when you are ready to move forward.
(Serving the Special Needs of Early Stage Ventures)