Closely-Held Business

We are here for you.

Whether you are choosing a new business legal structure, purchasing a stake in a franchise, or expanding your current operations, our team has the experience and dedication to help you achieve your goals.

You will benefit from our holistic approach to serving the business and you, its owners. While every CPA firm knows accounting and tax, we are passionate about getting to know your business and making a meaningful impact. For us, it boils down to our mantra of helping our clients achieve genuine success.

Who we serve.

From public companies, family-run businesses, and high net worth individuals, to newly-formed operations, we assist clients in setting up their systems and conducting their operations to achieve financial success.

Services Overview

Do your rental activities qualify you as a real estate professional for tax purposes?

Do your rental activities qualify you as a real estate professional for tax purposes?

By Alan Zgoda For Real Estate Professionals (REPs), two of the most important questions asked for tax purposes are, “Did I materially participate?” and “Is this a rental activity or not?” For better or worse, the answers to these questions can completely change how you are treated for tax purposes. In 2019, two court cases […]

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Partnership Basis Reporting Changes

Partnership Basis Reporting Changes

In September 2019, the IRS released a draft 2019 Form 1065 and Schedule K-1 with their respective instructions, suggesting that partnership capital accounts would have to report on the tax basis vs. GAAP or any other method of reporting. This change in capital account reporting meant that many partnerships would have to spend considerable amounts […]

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Getting Started with Robotic Process Automation

Getting Started with Robotic Process Automation

The business information technology landscape has seen many changes and developments over the last 50 years, since a large accounting firm implemented the first business application (payroll) at GE Appliance Park in Louisville, KY (January 1954). It took several trucks to transport the machine that processed that simple application because it weighed 30 tons. The […]

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Connect with our team.

To learn more about our services and areas of expertise, send us a message.