Our focus at Shark Advisors, LLC is to provide our clients with the services they need to achieve next-level success.
Advisory Services
The soft science of business. Business owners often need a sounding board, a financial analysis, or a top-notch specialist like a pension provider or a business succession planner. Advisory services are customized to shorten the path to achieving your business goals.
Tax Services
Tax Efficiency results from paying the least legal amount of tax. It is the result of a year-round process that starts with a HOLISTIC and PROACTIVE tax plan adjusted quarterly for tax law and business changes. Business and Individual Tax Preparation completes the process.
Business Services
The services your business needs to thrive. We provide part-time CFO services, accounting reviews and bookkeeping, payroll services and reporting, sales tax reporting, staff training, and other services customized to your specific needs.