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Business Consulting

Isdaner & Company has the precise combination of professional and technical skills to be tax planners, financial advisors, and innovative problem solvers to benefit your business. Whether it is tax compliance or consulting services – we focus on understanding your business.

We offer our technical expertise, as well as suggest and work with specialists in other professional areas who are a vital component to your business. We feel confident that our combination of professional skills enables us to think and create beyond traditional approaches. We collaborate with attorneys, investment advisors, trust officers, bankers, insurance representatives, financial planners, and family offices to achieve your objectives.

Isdaner & Company can also become an extension of your existing accounting department. We can perform a variety of outsourced accounting and tax services that you may need on a temporary or long-term basis.

Business Consulting services include:

  • Federal, State and Local Income Tax Planning and Return Preparation
  • Representation before Federal, State, and Local Taxing Authorities
  • Strategic Business Planning
  • Cash Flow Analysis
  • Succession Planning and Buy/Sell Agreements
  • Compensation and Fringe Benefit Planning
  • Forecasts and Projections

A typical client is a privately held company that has revenues ranging from $10 million plus. Many clients are family owned businesses, professional and medical practices, real estate developers, manufacturers and distributors. Our business consulting services cover the gamut of services.

Our team is uniquely qualified because many of our professionals have worked in both private and public companies in the financial area. Our team of professionals are seasoned problem solvers and solution makers. Many members of our practice have over a decade of experience. We combine both our tax and accounting knowledge to help the client take advantage of business opportunities and to help the client meet their business challenges.

We service the client in a multi-faceted way. We take the time to get to know the client and understand the intricacies of their business such as their business cycle and competition. Understanding the factors that make the business unique is key to servicing the client.

The Isdaner & Company client experience is an extraordinary experience. Annually, we survey our clients and they rate us highly on our responsiveness. We pride ourselves on offering our clients timely services in a personal manner. To get started with us, the prospective client would first contact our marketing director, Jill Lock. Her email is She will ask detailed questions of the prospective client so we may determine how to best service the prospect. Jill will then share this information with leaders in the firm to determine the appropriate team to be assigned to the client. Once this is determined, the prospective client will be contacted by the leader of the team and a meeting will be arranged. Once all is agreed upon, the prospect will be sent an engagement letter. After the engagement letter is signed, the awesome experience of working with an Isdaner & Company professional begins.