Financial Report

Financial Advisory

Alleviating Stress

No matter what type of financial situation you have, our team of experts will provide the best course of action. We serve clients in the greater Naples area with both individual and business needs.

Advisor Services

Your Business Matters

Tax Planning

To effectively manage tax obligations, proper planning must be considered throughout the year, not just at tax time. Get started today, contact TLHA. With new tax updates looming, we diligently monitor changes to the tax code and pinpoint new opportunities to save our clients money on their taxes.

If you own an existing business, we'll develop tax planning techniques tailored to your industry with the goal of decreasing liabilities and directing more revenue towards your bottom line.

For new business owners, we'll determine which entity is the most advantageous option for tax savings, so you can pick the right structure when you incorporate. And, if you're one of our individual clients, we'll minimize your tax obligations to make sure you keep more of your hard-earned money at the end of the year.


Advisory Services

  • Business plan development

  • Improve business development

  • Increase profit and cash flow

  • Manage your family business 

  • Sell or buy a business

Contact your local Accounting Firm.