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

Ways to Jumpstart Your 2020 Self-employed Tax Strategy

Ways to Jumpstart Your 2020 Self-employed Tax Strategy

Many self-employed taxpayers may be looking for strategies that could help jumpstart future tax years. Here are a few strategies that self-employed taxpayers can take advantage of to help minimize their tax burden. SEP IRA SEP IRA is a great way for the self-employed to be able to provide a retirement option to their employees […]

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Be “Sale Ready” and Maximize Value

Be “Sale Ready” and Maximize Value

Business owners devote their lives to the successful growth of their companies and what is likely the most significant asset to support their retirement. Yet, in the final stages of ownership, some owners do not take the necessary steps to plan a sale and to maximize the value of their company and life’s work. The […]

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Small business owners still have time to set up a deductible contribution to a SEP retirement plan for 2018

Small Business Owners Still Have Time to Set Up a Deductible Contribution to an SEP Retirement Plan for 2018

Business owners who don’t yet have a tax-advantaged retirement plan still have time to establish one and reduce their 2018 tax bill. For example, a Simplified Employee Pension (SEP) can still be established for 2018, allowing you to make contributions that can be deducted on your 2018 income tax return. Contribution Deadlines A SEP can […]

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To learn more about our services and areas of expertise, contact our team here.

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