Exceeding client expectations for over 40 years.
Family-owned Business
Family-owned businesses deal with a continuous stream of complex challenges everyday from cash flow, to resources, growth and expansion to securing needed credit. Decision-making becomes more complex when, in addition to business issues, emotional issues must be addressed and managed. We assign a dedicated team to truly know your family members, operations, and business and personal goals, so we can ultimately help you succeed.We provide services throughout the entire business life cycle, from business formation, through expansion and acquisition, to succession planning.
- Business Entity Formation
- Business Loan Assistance
- Cash Flow Analysis
- Financial Statement Preparation
- Income and Gift Tax Planning
- Estate and Trust Planning
- Outsourced Controllership
- Succession Planning
- Tax Preparation
- Merger and Acquisition Consulting
- Charitable Giving Programs
Family-owned businesses often have business and family finances that are highly intertwined. We know that your business represents a large share of your family's wealth and future security. We work closely with you to build trust and to develop a sound financial management plan for your future. Some of the services we can assist you with include:
- Estate Planning
- Charitable Planning
- Execute well-planned strategies for tax return preparation and consulting
- Wealth Management
Industries
Not-for-Profits: Don't miss this event
Changes to the tax laws, what the Affordable Care Act means to your not-for-profit and how you can spread your message through social media are all top of mind for most organizations today. We are pleased to offer our clients and friends this complimentary seminar to help address your concerns and to better position your not-for-profit organization for future success.
Read MoreKids going to day camp?
You may be eligible for a tax credit. Day camp is a qualified expense under the child or dependent care credit, which is worth 20% of qualifying expenses (more if your adjusted gross income is less than $43,000), subject to a cap.
Read MoreMay 2013 Economic Update
The May 2013 Economic Update covers domestic and global economic health as well as the world, commodities and the real estate markets. Also, take a look forward.
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