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CLOSELY-HELD AND FAMILY-OWNED BUSINESSES

Closely-held and family-owned businesses are the foundation and most prevalent business structure in the United States. In addition, these businesses offer unique challenges for both the privately held business and their owners. For over three decades, we have offered services that are specifically tailored toward this business dynamic that go above and beyond typical accounting and tax work. We work with each client to ensure the needs of their privately held company is meet. Services include:

  • Structure your business
  • Comprehensive tax planning and compliance
  • Business Tax and Planning
  • Individual Tax and Planning
  • Compensation strategies
  • Establish the transition of your business to family or key employees
  • Estate and Gift Tax Advice and Planning
  • Trust and Estate Administration Tax Advice and Planning
  • Succession planning and ownership transitions
  • Mergers, acquisitions and related due diligence