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Advisory

Business Advising & Planning

We guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals.

Income Strategies

Good cash management can improve a company’s liquidity, reduce costs, and increase profitability. We will help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly by helping you analyze your spending, re-balance your budget and/or debts for an optimal cash flow to support your business’ success. With our help and guidance, you will always be on top of your finances and ready for the future.

Succession Planning

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Our role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries.

Fringe Benefit Planning

Choosing and administering benefit plans for your employees is often a complex process. Benton Roberson CPA’s, LLP can help you develop, implement, and administer your benefit, retirement, and profit-sharing plans with an eye toward rewarding your employees and reaching your company’s financial and business goals. We can also help maximize tax advantages in implementing these plans. As your business grows, your business and your employees will be rewarded for the hard work that contributed to the success of your business.

Social Security Planning

We will help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning.