Fall is the best time for financial planning

Early fall is often the best time for small business owners to review their finances and tax strategies. A small investment of time typically pays off in big and almost immediate savings. I am available by telephone or in person to discuss the best ways to:

  • Cut accounting and compliance costs
  • Incorporate tax shelter strategies
  • Avoid health care penalties

Please consider helping your small business clients finish strong in 2015 by suggesting a brief consultation (no fee) to consider these loose ends before they turn into lost business opportunities!

Tony Novak, CPA, MBA, MT

(800) 609-0683


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