What We Do
We have some of the brightest clients a firm could want and we know that if they chose to, they could read through the morass of federal and state tax code and legal rulings and solve their own problems. But because they are so smart, they know their time is better spent taking care of their personal and business life and turning their challenges over to us.W. Carl Glaw, CPA, CGMA
Here are some examples of what we’ve done
A physician wanted to set up his own practice and was referred to GLO for guidance. We created his business entities, set up his accounting and payroll systems, created pro forma income statements, arranged financing, and set up asset protection plans for him. We also do his taxes.
An oil field services company uses GLO for asset management, employee retention credits, payroll protection plan applications and entity creation. We handle the minute books for their entities as well as franchise and income taxes for personal and business entities. We also create and manage defined benefits for the company.
A successful CEO of a large non-profit is planning his retirement and asked GLO to help with asset protection for his family. In addition to the peace of mind created, we also saved him and his family a lot of money.
A retiree who was scammed out of her retirement by unethical evil do’ers and another who made bad decisions regarding her retirement nest egg are examples of difficult cases that GLO helped with. We don’t shy away from complicated problems if it is the right thing to do.
All of these are examples of the work that GLO does.
Below is a partial list. If your problem isn’t on the list, give us a call.
We’re here to help
Federal, Business & Individual Taxes
State Including Franchise Taxes
IRS Representation & Dispute Resolution
Accounting System Design & Implementation
Business Planning & Growth Strategies
Risk Management Advice
Investment/Education Cost Planning
Charitable Gift Planning
Asset Protection Planning
Business Valuation, Mergers & Acquisitions
Pension Plan Design & Administration
Engineered Cost Segregation
Political Action Committee & Campaign Reporting