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Entities
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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.
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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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