Privately Held Businesses

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Our team of accountants possesses the experience and expertise necessary to guide and assist closely held businesses, family-owned businesses and private investment companies on their audit, tax and accounting needs.

We understand and greatly appreciate the needs of your investors and family members, as well as the consistent and evolving marketplace challenges that only make providing premier service more difficult for you. Whether portfolio-based or tax-related, your investors rely on you for sound counsel and advice. We are committed to obtaining a thorough understanding of your investor base in an effort to create the best possible financial solutions for you and your business.

With an eye always on the current and future aspirations of your business, we offer the following services to privately held businesses: audit, review and compilation; tax compliance; tax planning; complete back-office (outsourced) accounting; internal accounting and operational control reviews; investor reporting assistance; and monthly reconciliations.