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Entities

The businesses and organizations we serve are locally owned and operated.  They consist of many successful entrepreneurs and individuals who form entities or organizations to facilitate their business endeavors.
 
Choosing the Right Type of Entity

The type of entity to be used by an individual, business or organization for their particular situation will depend on a number of factors. We help to evaluate the choice of entity selection, considering all of the relevant facts. Business purpose, type of operation, number of owners, specific trade requirements, professional licensing, governmental regulations, accounting and tax planning issues are just a few of those considerations in deciding the type of entity that makes the most sense. We can assist in making the appropriate entity selection for your own unique circumstances.

We work with locally owned and/or operated entities and organizations consisting of individuals, proprietorships, partnerships, C or S corporations and limited liability companies. We also serve a number of non profit organizations such as churches, public charities and private foundations, as well as associations, estates and trusts.



Family Owned / Closely Held Businesses

The business entities that we advise typically are family-owned or closely held companies. Our clients rely on us for advice on specific accounting, tax and business planning concerns. Our goal is to help each family business achieve their business objectives and financial pursuits for both current and future generations.


Nonprofit Organizations

Nonprofit organizations have special tax and compliance considerations to consider as they carry out their mission for the beneficiaries and communities they serve. We have many years of experience in assisting nonprofit entities, as they enrich and enhance the quality of life for their respective communities.

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