Services for Privately-Held Businesses

Our services to privately-held businesses are designed to be appropriate for the specific needs of your business.  We do not believe in a one-size fits all approach.


Our privately-held business clients include C-Corporations, S-Corporations, limited liability corporations, limited liability partnerships and sole proprietorships.   We work with numerous industry segments, including manufacturing (packaging, precision tools, paper products, textiles, electronics, environmental products, plastic products, metal working), food preparation and distribution, retail and wholesale, law firms, computer services, financial service providers, real estate management and development, contractors, graphic design, physicians and medical practices, and various consulting providers.

Our available services to privately-held businesses include the following:

Financial statement preparation:

  • Audits
  • Compilations and reviews - annual, quarterly or monthly

Write Up Services:

  • We provide a full range of write up services that allow us to either work with clients' source documents to develop your own accounting records in our office, or we will work at your site and utilize your software.

Tax Services

  • Year end tax returns for corporations, partnerships, LLCs
  • Preparation of state  tax returns
  • Individual tax returns for business owners and proprietors
  • Quarterly payroll tax returns
  • Annual payroll tax returns and Forms 1099
  • Sales tax returns

Retirement Plans

  • Audits for plans with 100 or more participants
  • Preparation of Form 5500 for smaller plans

In addition to services related to preparation of returns and financial statements, we are available to provide consulting services to our clients.