Services

If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. I offer a full range of professional services to give you the individual attention that you deserve.

I will thoroughly and conscientiously study your personal situation, and tailor my advice to your specific needs.

Bookkeeping/Payroll Services

If your business does not have accounting staff or is outgrowing its current bookkeeping system, I can provide comprehensive bookkeeping that ensures the financial side of your business is running smoothly.  Cloud accounting solutions now allow us to work with clients located anywhere and give our clients 24/7 access to their financial data.  If you are interested in simplifying the accounting side of your business, give me a call.

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Business Consulting

As a trusted business partner, I’ll help you see business issues before becoming a problem and dealing with issues as they occur. Whether you face questions related to expanding, selling, or restructuring your business, I stand ready to help you make sound decisions.

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Buying or Selling a Business

Few business decisions are more critical, complex, and potentially life altering than a buy or sell decision. When you are ready to sell, I can provide support every step of the way, including preparing your company to be sold, valuing your business, vetting potential buyers, and supporting you during the due diligence process.  After the sell I can help create a solid financial plan for the next chapter of your life.  Or if a buying opportunity presents itself, I can help by providing valuation services, developing negotiation and financing strategies, and managing the due diligence process.

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Management Advisory Services

My Management Advisory Services focus on improving the efficiency and effectiveness of your business and its operations. I can provide support in business planning, mergers, acquisitions, and other advisory support. Contact my office to learn about the full range of services I provide.

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Retirement Plan Design for Business Owners

Whether you are interested in developing a retirement plan for yourself or choosing a plan to offer to your employees, I can help you explore your options. Surprisingly, I meet clients all the time that are unaware of available plan designs that far exceed their expectations of what a retirement plan can do for them. Through my network of actuarial, legal, and custodian partners, I am able to present plan designs you may have never known about.  You owe it to yourself to explore what is possible.

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Retirement Planning for Individuals 45+

My work focuses on helping people prepare for retirement or the next chapter of their career. I also help those that are already retired get the most out of their retirement. While my primary focus is on the financial aspects of my clients’ lives, I also help clients clarify how and what they want their retirement to look and feel like.  For many, lives responsibilities, while good, have been their primary focus for years. It’s time to shift gears, and consider how the change from a steady pay check to living off savings will impact your plans.  What will you do with an extra 40+ hours a week you are now spending at work?   It’s been my experience that it’s impossible to provide sound counsel without taking these factors into consideration. Services include:

  • Retirement counseling and advising
  • Tax-effective retirement distribution planning
  • Pre and post-retirement risk management
  • Social security planning
  • Spend-Down income plans
  • IRAs – Traditional, Roth, SEP, Simple, self-directed
  • 401K plans
  • Investment and risk management planning
  • Estate and trust planning
  • Real estate holding liquidation or deferral optimization
  • Asset protection and wealth management
  • Succession and exit strategies for business owners

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1031 Exchange Planning & Real Estate Investment Consulting

I help real estate owners explore the most cost-effective way to sell their real estate holdings. Many real estate investors falsely believe their only option to minimize capital gains tax is through the use of a 1031 exchange. They continue using this strategy to “roll-up” larger and larger real estate investments during their life.

While a 1031 Exchange can be a great way to help build wealth, managing real estate may not be the best way for you to enjoy your retirement.  Alternatively, I help clients explore four other  strategies to help them accomplish their financial objectives. If you have a piece of real estate you are considering selling and need help exploring your options, give me a call.

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Tax Preparation & Planning

Jim Ciurlik Consulting Inc. offers various tax services, including tax preparation and planning for business owners and individuals. Unlike many tax professionals, I am often involved in year-round planning to reduce your tax liability.  All tax plans are custom built to meet each client’s unique situation. So regardless of what stage of life you are in, or what life changes you are going through, like getting married, starting a family, moving, changing jobs, divorce, or planning for retirement, I can help you prepare for a solid financial future.

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Call today to schedule an appointment!