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We provide a wide range of services to individuals and businesses in a variety of industries. Our firm strives to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Stay current with recent tax changes, news, and financial tips. We provide a newsletter monthly here on our site and via email so you can stay in touch with changing regulation throughout the year. Our calculators have been provided as a resource for you to help plan your financial matters.
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For years, Oertli & Pleschourt, LLP has been providing quality, personalized financial guidance to local individuals and businesses. Oertli & Pleschourt, LLP's expertise ranges from basic tax management and accounting services to more in-depth services such as payroll preparation and Quickbooks advisory services.
Services
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Oertli & Pleschourt, LLP provides a wide range of services to individuals and businesses in a variety of industries. At Oertli & Pleschourt, LLP, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.
Banking
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Although the process is complex and frustrating, raising capital is the most basic of all business activities. When looking for financing, there are various sources to consider. For most new businesses, the main source of capital comes from savings and other forms of personal resources. There are better options available than credit cards that are often used for financing, even a small business loan.
Business
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The process of passing a family business onto the second generation is so difficult that not even a third of them survive. Beyond that, roughly half make it to a third generation. In a normal day in the U.S., 40 percent of businesses are confronted with a change of owners. Those who have founded the companies are struggling to find remedies, but there aren't many options.
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