The power of collaboration.

With a solid background in tax and other financial matters, our business and tax consultants can take care of the issues keeping you awake at night. Let us support the next big thing for you or your business with a full lineup of succession, financial and retirement planning services that includes the following:

Management Advisory Services

Even the most qualified managers can benefit from competent, objective feedback. As your advisor, we help you develop long-term strategies that keep your business moving ahead.

Business Entity Selection

Deciding on a business entity type isn’t as glamorous as deciding colors for your logo, but it’s just as important. The entity you choose—whether it’s an “S” corporation, LLC, or sole proprietorship—comes with longstanding tax implications, both good and bad. Our tax consultants can help you evaluate the pros and cons of each one, so you can choose the most advantageous entity type for your business. 

Business Succession Planning

Deciding to remove yourself from your company’s day-to-day operations isn’t easy, especially if you’re unsure of how to coordinate the transition. The JAK team can help you address complex issues surrounding business continuation while providing you with a strategic plan for a successful transition.   

Financial Planning

A properly structured financial plan is key to overcoming the financial challenges present in each stage of life. Through our financial planning process, we assess your needs and design a plan for reaching your goals and strengthening your financial security.

Retirement Planning

Implementing and periodically reviewing your financial plan is key to securing your financial independence for years to come. Our team can help you set goals for retirement and design a path for getting there.