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Advisory Services

Who knows your business better than you? No one. Yet in today's business environment you will occasionally be confronted with an important decision involving a matter that is outside your area of expertise. Advisory services are those services which fall outside the routine "number crunching" function of an accountant. They are in fact what distinguish the good accountant from the average. The knowledge and wisdom needed to consistently make informed, intelligent business decisions cannot be gleaned from a text book - quite to the contrary, effective advisory services are the product of experience.

  • Typical advisory services include, but are not limited to:
  • Entity decisions: Proprietorship, Partnership, Corporation, S-Corporation, Limited Liability Company.
  • Adopting or changing pension plans: 401(k), SEP, SARSEP, Simple, IRA, Roth IRA
  • Vehicles, equipment and real estate: Buy vs. Lease
  • Ownership of assets: Corporate vs. Personal
  • Sale, purchase or merger of business: Asset Sale vs. Stock Sale, working with your legal team to structure the contract to your best advantage.

At Moorhead Patterson & Company, PC we recognize the importance and the far reaching implications of such decisions - and we know that the success of our clients bears directly on the success of our own firm. Our doors will always be open to assist you in making the right decisions for your business.