What is The Odyssey Business Advisory? (TOBA)
TOBA consists of five elements that assist business owners in creating personal and business financial success: Financial Planning, Business Tax Planning, Business Legal Planning, Business Process Efficiency, and Professional Benefits Planning.
A professional advisory team that helps you address life’s unforeseen challenges, and achieve your personal and business goals.
Your TOBA team includes an Enrolled Agent (EA)
Benefits of having an EA on your team:
• Expert tax advise – we know the tax code
• Plan ahead to decrease future taxes
• Ability to focus on complex tax issues
• Represent you in front of the Internal Revenue Service
• The only designation granted by the federal government
Honesty, integrity, innovation, transparency, ethical standard, exceptional client service, teamwork, and open communication.
Our mission is to educate our clients about their personal and business planning options; and to facilitate the design and implementation of wealth creation and successful transfer strategies.
Who We Are:
Result oriented, wealth management, personal and business advisors, tax planning & preparation and accounting and risk management team.
Who We Work With:
Small & Medium sized businesses (i.e. family owned businesses, partnership and corporations), professionals and business executives.
Our Team Provides:
Comprehensive discovery process; customized solutions; holistic financial planning, business planning; tax planning and tax preparation; process efficiency consulting; integrated (personal and business) legal advice; and professional employee benefits design and implementation.
• Comprehensive fact finding process
• Integrate both your personal & business financial planning needs.
• Tax planning, accounting and tax preparation services.
• Consulting services to help streamline and improve your business processes.
• Legal services that will help protect and preserve both personal and business assets.
• Support your needs to acquire and keep most able and valued employees.
“To accomplish these services, our team
advisors will always put our clients needs first.”
Business owners are often busy with a multitude of concerns. TOBA helps with Business Challenges of the Entrepreneur by assisting with business ownership issues, financial management, and operations process management. Other issues we help clients with include Simple Asset Protection Techniques, financial planning, wealth creation, and accumulation, and much more.