Consulting Services

Expert Business Consulting

A CPA firm's worth is determined by the successes of its clients both personally and professionally. Identifying areas affecting your business' profitability and growth and developing solutions to them is one of our specialties. Our strategies address your business's concerns while acting as a sounding board for management. We offer free financial consultations concerning the following areas and many more:

Business Entities: Deciding how to organize your business is a critical decision that may have long-term tax implications. You can receive assistance from us in determining the most advantageous form of business for your company by evaluating the pros and cons of each entity type.

Estate Planning: Planning for the transfer of assets to beneficiaries, insurance for the surviving spouse, and a reduction or elimination of taxes on the transfer of businesses and assets are features of estate planning. Our team of experts can help you navigate the complex process of arranging your finances.

Succession Planning: After you step down from your company's day-to-day operations, it is critical that your successors are effectively coordinated for the smooth transition of your business. Based on our substantial knowledge of tax and financial matters, we are capable of addressing the complex issues of business continuation and assisting you in developing a strategic business plan.

Management Advising: A competent, objective analysis of the performance of managers can benefit even the most qualified ones. In order to facilitate your company's future growth and prosperity, we can assist the management team in developing long-term objectives.

Buying and Selling: In order to effectively buy or sell a business, it is important to structure the transaction properly. The staff at our company has the expertise to assist you through the acquisition/disposition process. 

These are just a few of the many areas that Rubin & Associates, CPA can assist your business with.