Success in the Short Term, Success for Generations to Come
Our analysis is comprehensive, and our suggestions aim to achieve success not just in the short term, but for generations to come. In practice, this often means bringing family members with different perspectives to consensus. With extensive experience as independent advisors, we are adept that achieving this goal.
Over the years, our accounting firm has worked with family businesses from diverse industries, ranging from manufacturing and distribution to professional practices, retail establishments and service providers. We support clients in New York, New Jersey and the surrounding areas in matters such as:
- Business succession planning
- Transferring ownership of the business outside of the family
- Recruiting non-family management
- Resolving internal and external conflict
- Buy/sell agreements
- Formation of family limited partnerships
- Business valuation
- Advisory board meetings
- Tax planning and compliance
- Accounting and auditing
- Profit enhancement programs
- Other services, as needed
When we work with your family-owned business, our goal is to partner with you and support you, as needed, through all the challenges you face. We can answer questions regarding business and personal taxes, handled audits of financial statements, provide benchmark reporting and financial projections, or a full range of other services. No matter what, you can rely on to make sense for your business.
We bring the power of the tax code to businesses in all industries. In addition to our 60-plus aggregate years of accounting and tax experience, our team consists of business owners, bank managers and warehouse managers, as well as current payroll specialists, enrolled agents and real estate agents.