A business is not just an organization. It is the result of hard work and commitment. Planning, strategy, and execution is critical to achieving long-term success. Privately-held businesses served can range from small companies to large complex organizations. Clients are provided services in tax, bookkeeping, accounting, financial statements, and advisory services. There is a more detailed listing of individual and business services with some industries served listed in the industries tab here.

Various services supporting those goals for privately-held businesses:

Advisory Services

  • Long-term strategies
  • Cash-flow enhancement
  • Process engineering
  • Metrics development
  • Business structuring
  • Succession planning
  • Maximized personal & business strategies
  • Acquisitions and mergers

Financial Statements

  • Compilation engagements

Bookkeeping or Accounting

  • Monthly, quarterly, & annual engagements
  • Federal, multi-state, & local representation
  • Outsourcing

Federal, multi-state, & local tax preparation & representation

  • C-Corporations
  • S-Corporations
  • Partnerships
  • LLC’s
  • Federal returns
  • State returns
  • Franchise tax returns
  • Payroll returns
  • Sales tax returns
  • Property tax returns
  • Audit representation

The Practice Privacy Policy

Client privacy is very important. For our clients please see the privacy policy in order for you to understand how we collect, use, communicate, disclose, and make use of personal information.

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