How can we assist you? Book an appointment with us today!


Advisory and Consulting

We can help you make logical decisions and avoid pitfalls that your business can do without. When you retain our services, you can rest-assured that your business is in good hands.

  • Business Coaching: Tangible Accounting, PLLC considers its role as an experienced and trusted advisor on issues of critical importance to your business: new start-ups, finance, operations and profit planning. Our advisors can help you by delivering services that keep your business on the right track in an increasingly complex and rapidly changing environment. If you want an objective opinion based on years of helping businesses similar to yours, you’ve come to the right place. Relying on our experience in strategic planning, feasibility studies, information systems evaluation, outsourcing opportunity evaluations, estate planning, and mergers and acquisitions could be your best step toward greater success.

  • Company Formation: Owning and operating your own business is a dream for many aspiring entrepreneurs, but the reality of running a business can quickly squash the initial thrill.  Making sure that you are well equipped to manage all aspects of running a business is the key to success, while failure to do so is a recipe for disaster. Our new business formation services will provide you with a strategy that will give you a plan for the future that lays out a long view, providing a methodical approach that protects your dream and avoids the mistakes that many make.

  • Business Planning: Whether you are contemplating embarking on a new business venture, expanding a current organization or product line, purchasing a new business or reinvigorating a business that is in decline, it is essential that you have a Strategic Business Plan.  Far more than a tool that can be used to get financing, a Strategic Business Plan provides a platform through which you can communicate plans that up until now have been nothing but loosely formulated ideas.  Having a Strategic Business Plan that is thorough, accurate and well-articulated allows you to ensure that all of your business partners and thought leaders have a clear sense of where you want your company to go, and keeps everybody on the same page and focused on the same vision.

  • Succession Planning: If you are the owner of a family business, you face a different set of future-based questions than those who are employees. Instead of simply wondering when the best time would be for you to retire, or even contemplating a career switch, you have the additional responsibility of making decisions that will impact other members of your family. A family business can be a joy, but making transitions and decisions is a complex process that involves both finances and emotions. Important decisions need to be made and discussions need to take place, but people are often uncomfortable discussing topics such as succession, aging, and death. Even financial situations can be uncomfortable when family relationships are involved. 

  • Windfall Planning: A sudden, unexpected piece of good fortune, personal gain or business gain; such as (see below) are major life changing events and, oftentimes, with a variety of emotions. Understanding your goals, objectives and creating a framework, we will set out to help you implement that plan objectively with a peace of mind.

    • Retirement lump-sum payouts

    • Insurance settlements

    • Sale of business

    • Large employment contracts

    • Inheritances

    • Lottery winnings

    • Stock options

    • Divorce settlements

  • Bankruptcy: The economic challenges caused by the global coronavirus outbreak have caused a rise in bankruptcy cases. Individuals can apply for three types of bankruptcy: Chapter 7, Chapter 11 and Chapter 13. We can advise on the development of an exit plan, on the financial aspects and the rules in general. People commonly file for Chapter 7 bankruptcy, and to qualify for it, one must be eligible in a means test. Those above a certain income level will not pass the means test and will have to apply for Chapter 13 bankruptcy instead. In a Chapter 13 bankruptcy, a debtor pays off their debt through installments within five years. It is not very common for individuals to file for Chapter 11 bankruptcy. Although CPAs don’t run the legal part, they have an important role in advising clients — including those that find themselves heading toward insolvency or dealing with bankruptcy such as:

    • Reviewing assets and liabilities and preparing a statement of financial position

    • Budgeting

    • Restructuring planning

    • Negotiating debt settlements 

  • Financial Planning: Did you know that according to a study reported on by CNBC, roughly 33% of Americans have no financial plan at all? Over 58% of those who do say their existing efforts leave a lot of room for improvement. In terms of planning for not just your financial future, but that of future generations of your family, the importance of having a financial advisor at your side is something that cannot be overstated enough. At Tangible Accounting, PLLC, we can help you with:

    • Setting priorities. We can help you wade through an overabundance of information, cutting through the noise and coming up with not just goals but an actionable plan on how to achieve them.

    • Savings and Investments

    • Planning for Retirement

    • Estate and Succession Planning

    • Planning for Major Purchases

    • Insurance Planning