Consulting & Planning

Insightful Guidance for Smarter Financial Decisions

At CBR, our consulting and tax planning services are designed to help both individuals and businesses make informed decisions, achieve long-term goals, and navigate financial complexity with confidence. 
 

Business Consulting & Operational Planning

Our consulting services are customized to your unique challenges and include:

• Business plan development to define goals, financial projections, and operational roadmaps

• Budgeting and cash flow forecasting to improve visibility and control

• Business planning to support growth
   

Personal & Business Tax Planning

For individuals and businesses, we deliver personalized guidance focused on tax efficiency, planning, and achieving financial clarity. Our services include:

• Income tax planning to reduce liabilities and avoid year-end surprises

• Estimated tax calculations to stay compliant and penalty-free

• Guidance for self-employed individuals and businesses with complex tax situations

• Entity planning to minimize long-term tax liabilities 
   

Why Clients Turn to Us

• Proactive tax advice

• Solutions customized to your unique goals and challenges

• Experience with business operations

• Clear communication
   

Whether you're refining operations, facing a major decision, or mapping out your financial future, Carr, Berglund, Ringgenberg brings the insight, experience, and personalized support you need to move forward with confidence.