Jim starts his evaluation of your company by looking at it’s current business structure.
He likes to refer to it as a taking a “Financial X-Ray” of your practice, although it really
details much more than the financial aspects. This is the foundation for the formulation
of a plan that is specific to your practice and you.

• An analysis your current
  business structure and activity.

• An Analysis the interests and
  goals of you and your family.

• Determining the most
  appropriate business entity
  or entities.

• Providing proactive planning
  for current and future tax years.

• Adjusting expenditures and
  structures to avoid year-end
  tax surprises.

• Implementing correct
  characterization of expenses.

• Lowering audit rates.

• Uncovering additional legitimate deductions.

• Avoiding red-flags and illegal compensation arrangements.

• Properly characterizing
  and documenting your
  activities and expenses.

• Planning the exit from
  your business.

• Correcting past CPA mistakes.

The “Financial X-Ray”.