Whether you are a large, established company seeking guidance, a small or start-up firm needing assistance, or an individual wanting financial planning advice, the experienced staff at Alliant Advisors offers a broad range of services to meet your needs:
Businesses of All Kinds
Alliant Advisors offers a wide range of professional services to meet the varied needs of businesses of all kinds.
Tax Planning and Preparation Services, including:
- Income taxes
- Sales taxes
- Payroll taxes
- Retirement plan reporting
Auditing, Human Resources and Other Services
- These and other services are provided in partnership with leading firms
Established Smaller Businesses
Start-up Businesses
Initial Consultations
- In-depth discussion of venture feasibility: financial, personnel, marketing, management and other essentials
- Formal or informal business plan preparation or assistance
- Business Setup Assistance
- Selection of tax entity (sole proprietor, S-corporation, C-corporation, L.L.C.)
- Advice on obtaining other professionals-attorneys, insurance agents, bankers, etc. - to assure that all requirements are met with qualified, caring professionals
- Application with government agencies for tax filings
- Determination of the best accounting system for client’s needs
- Implementation or support of QuickBooks ® accounting software
Ongoing Consultations
- To help client successfully achieve their goals in the new venture
Expert Business Valuations
Business Valuations are needed in a variety of situations, such as:
- Buying or Selling a Business
- Sales of a Business
- Mergers & Acquisitions
- Divestiture
- Initial Public Offerings (IPO)
- Allocation of Acquisition Price
- Buy/Sell Agreements
- Other Than Buying or Selling a Business
- Estate & Gift Taxes
- Charitable Contributions
- Eminent Domain
- Fairness Opinions
- Bankruptcy & Foreclosures
- Mediation & Arbitration
- Succession Planning
Wade Runge is a Certified Valuation Analyst, certified through the National Association of Certified Valuation Analyst (click here to learn more about NACVA). Click here to get a copy of Wade’s curriculum vitae.
Litigation Support Services
Litigation Support Services in the following areas:
- Disruption of Business
- Dissenting Shareholder Actions
- Divorce
- Partner Disputes
Advice and Services for Individuals
Advice and Services for Individuals include:
- Complete year-round tax planning and preparation
- Financial advisory services through Genworth Financial Advisers Corporation*
- Basic estate planning guidance
- College funding advice
- Trust and estate income tax return preparation
Dave Bunge is a Certified Financial Planner.
* David Bunge is a Certified Financial Planner™
Branch Office at: 2500 West Higgins Road, Suite 105, Hoffman Estates, IL 60195
Securities-Related Email Address: david.bunge@genworthrr.com
Investment and insurance products distributed by Genworth Financial Securites Corp., member NASD/SIPC and a licensed insurance agency (dba Genworth Financial Securities and Insurance Service in CA); investment advisory services are offered through Genworth Financial Advisers Corp., an SEC Registered Investment Adviser. Home offices at 200 N. Martingale Rd., 7th Fl., Schaumburg, IL 60173; phone 888-528-2987. Accounting and tax services from Alliant Advisors, P.C. which is not affiliated with Genworth Financial Securities Corp. or Genworth Financial Advisers Corp.
Alliant Advisors, P.C. is not affiliated with Genworth Financial Securities Corp or Genworth Financial Advisers Corp.
This is not a solicitation for sale of securities in any jurisdiction.
The registered representative(s) or investment adviser representative(s) referred to on this site may only transact business, effect transactions in securities, or render personalized investment advice for compensation, in compliance with state registration requirements, or an applicalbe exemption or exclusion.
Following are the states in which David Bunge is licensed: Arkansas, Illinois, Wisconsin.
