CLOSELY HELD BUSINESSES: SIMPLE SOLUTIONS FOR YOUR COMPLEX TAX ISSUES

Since its formation in 1935, LvHJ has always come through for closely held businesses — in quality, reputation and value.

Focusing on non-public, middle market businesses with up to $100 million in revenue, LvHJ provides a wide range of services, including audit, review and compilation engagements, as well as tax compliance and planning. We can also serve as your outsourced accounting department and a professional resource for important business decisions.

In addition to core tax planning services, you will gain assistance with the following:

• Tax-friendly entity selection
• Benefit plan filing
• Stock ownership plans
• IRS representation
• Estate planning 
• Succession planning

For non-audit clients, we can provide consulting to prepare for financial audits and improve internal controls and business processes. When seeking financing or refinancing, business owners trust LvHJ’s thorough review and organizing of their financial information.

Some of our clients are in their third generation of business, so we have assisted with multi-generational business succession plans and the equity transfers. With direct access to our technical specialists, you’ll receive exceptional and timely service.