Whitefish Tax & Consulting

Building on our years of experience, we offer our clients the following services:

Tax & advisory services for businesses:

Federal & state tax compliance

Choice of entity

Fixed asset planning

Succession planning & estate tax matters

Budgeting

Tax & advisory services for individuals:

Tax planning & optimization

Charitable giving

Estate planning

Chief Financial Officer Services

Optimize financial reporting to help business owners make sound financial decisions

Work with controllers & bookkeepers to create usable financial statements

Inventory accounting

Financial analysis

M&A analysis

Assist with capital raising & debt financing

Margin & profitability analysis

Ad hoc financial analysis

Capabilities