You Know What You Want
We help you get it.
Financial Planning
Life is filled with uncertainties, but a well-crafted financial plan can provide you with peace of mind and confidence in your financial future. Whether you’re saving for retirement, planning for your children’s education, or seeking to optimize your tax strategy, our experienced team will guide you every step of the way.
Business Operations
We understand that the heart of a successful business lies in its operations. Streamlining processes, optimizing efficiency, and maximizing productivity are essential for growth and profitability. Our Business Operations Consulting services are designed to help you achieve these objectives and more.
Back Office Operations
The backbone of a successful business lies in its back office operations. These essential functions, often working behind the scenes, are critical for efficiency, compliance, and overall success. Our Back Office Operations Consulting services encompass a wide range of areas, including IT support, payroll management, and more, all designed to optimize your operations, reduce costs, and enhance your organization’s overall performance.
Some of our services
- Payroll Services
- Income Tax Services
- IRS and State Tax Problem Resolution Services
- Planning for Income Taxes
- Wealth Management
What Clients Are Saying
We are very fortunate to have formed excellent partnerships with many of our clients. And we’ve formed more than just working relationships with them; we have formed true friendships. Here’s what they’re saying about us.
“
J Cameron
BUSINESS OWNER
“I was referred to Ben Shull by a business contact and I have to say I am very impressed with his knowledge of tax laws, his responsiveness and his professionalism. He is certainly someone you want in your corner when navigating tax related issues and is trustworthy and super friendly. I deal with quite a few businesses as I am a business owner myself and I highly recommenced his services to anyone looking for a CPA and a tax expert.”
K. Sanez
MANAGING MEMBER
“A couple of weeks ago, I went to see Mr. Ben Shull. I was very satisfied with his service. He was very friendly, professional and most of all very knowledgeable on small business taxes and more. I would recommend anybody who is looking not only to get his or her taxes done but anyone who is contemplating opening a small business in the area. Mr. Shull has extensive experience in small business matters and can advise you before you open a business so you can set yourself for success. It was a very rewarding experience. Thank you very much, Mr. Shull..”
Robert W.
SR. PARTNER
“Fantastic CPA with years of experience to back it up. Ben helped our family business get our accounts in order and helped us maximize our tax savings with innovative ideas. His business advising is also sound and has helped to keep our head above water in the changing medical market place. He’s easy to reach and whenever I call I never feel like he is rushed for time. He answers all of my questions and never fails to bring up a few ideas I had never thought of. A quick thinking progressive business man with technological savvy. Highly recommended.”