Consulting Services

We provide a broad range of Consulting Services:

  • Business Planning and Development – Personalized one-time and on-going business plans to your particular needs
  • Entity Formation – Forming of partnerships, limited liability companies, and analysis of what is the best entity structure for your business
  • Estate Planning – Planning strategies such as charitable trusts, life insurance trusts, family limited partnerships, and gifting
  • Accounting Systems – Includes creating individualized accounting systems for your business needs
  • Retirement Planning – Tax analysis and a variety of proposals to give you as many options as possible
  • Payroll Planning – Tax reporting and analysis of employee options such as hiring vs independent contractors

Tom Carlson is the best accountant and financial counselor one could ever ask for. He took me through shutting down my business when my husband died and went far beyond what was required. Then my mother died and left a very complicated estate in a crumbling economy. He has shown great professionalism, patience and skill in dealing with all of the parties concerned. I would highly recommend him to anyone for simple as well as very complicated tasks.

-Marcia Palmer