Services Customized for Your Needs

The Advantage Group helps you overcome your most frustrating financial roadblocks by employing our proprietary services to assist you in getting to your desired destination.


Our tax services provide clients with the lowest legal tax liability balanced with a reduced risk of tax authority intervention.

  • Income Tax Minimization: Analysis of past three years tax returns for opportunities to increase deductions and credits; and to reduce taxable income and the risk of IRS scrutiny
  • Income Tax Planning: Thorough analysis of tax strategies that will reduce the overall tax liability for a client
  • Return Preparation: Businesses, estates, individuals, and trusts


“In this world nothing can be said to be certain, except death and taxes.” – Benjamin Franklin


The Advantage Group provides clients with the tools and assistance to enable them to better navigate their business landscape by focusing on the road ahead with less time spent looking in the rearview mirror.

  • Accounting: Record keeping, adjustments, corrections, and reports
  • Accounting Department: Complete line of services that can supplement or replace a small business’s accounting department
  • Dashboards: Summarized important financial results in an easy to interpret format
  • Key Performance Indicators (KPIs): Financial and non-financial metrics that indicate if a company is achieving success in their specific industry
  • Online Accounting: 24/7/365 accessible accounting records available to both clients and accountants for better collaboration and planning
  • Scorecards: Tracking system to keep clients on schedule to achieve their business goals


“Let all your things have their places; let each part of your business have its time.” – Benjamin Franklin


We customize all of our advisory services to fit our clients’ specific and unique business needs.

  • Profit Maximization: Proprietary tool developed to assist clients in getting the most out of their businesses
  • Strategic Planning: Systematic approach to comprehensive business planning
  • Business Sales: Seller assessment, develop the plan to sell, business value, buyer search and vetting process, sale negotiations, and tax planning
  • Business Acquisitions: Buyer assessment, business search, business range of values, due diligence, purchase negotiations, and tax planning


“By failing to prepare, you are preparing to fail.” – Benjamin Franklin