McCormick and Associates, LLC

"If you fail to plan ... you plan to fail" Beyond just identifying business goals and developing a sound Business Plan, success for most small businesses depends as much on incorporating personal and family financial, tax and career planning into the mix. Good Business planning can go off track quickly when personal and family needs conflict with or drain the same resources the business plan relies upon. At McCormick & Associates, we not only help develop S.M.A.R.T Business plans, but also the related Career, Education, Real Estate, Tax and Financial plans for the Owners, Partners and family members that are critical to the viability and success of your small business. If you already have these plans in place, we will help analyze them with you to ensure all contingencies are considered and fall back plans are in place. We provide Tax Planning and Preparation of Returns for many clients, but we will refer clients to other (usually other IBA Member) specialists as needed for Marketing, Insurance, Accounting, Legal and other professional services. We look forward to helping you succeed. We also have expertise in consulting in the HR/Organizational Development area helping establish Standard Operating procedures, HR and Staffing Plans and related policies.