Closely-Held, Family-Owned

Meeting your challenges by striving to understand your unique situation

Helping You Reach Your Full Potential

Helping your business reach its full financial potential is our objective. With extensive expertise serving all types of closely-held businesses, we have what it takes to help your business achieve and maintain property and longevity in the marketplace. We understand the broad array of challenges facing closely-held businesses today, and how to help overcome your challenges, we have a specialized group of professionals to work specifically with businesses just like yours.

Our closely-held business team can assist you with:

  • Audits, reviews and compilations of financial statements
  • Accounting services
  • Accounting software assistance for both QuickBooks and Peachtree products
  • Benchmarking/trend analysis
  • Estate planning
  • Financial planning
  • Hiring and compensation consulting
  • Investment advisory services
  • Mergers and acquisitions
  • Strategic planning
  • Succession planning
  • Tax planning
  • Tax return preparation
  • Technology consulting
  • Wealth management
Have a Question or Concern?

Send us a note. We're here to help. One of our tax professionals will contact you promptly or at a time you specify.

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