Closely Held Businesses & Owners
Simpler Solutions for Your Tax and Growth Goals
Are you getting the attention you deserve from your CPA? Working with your tax advisor at Lindquist, von Husen & Joyce LLP, is more than transactional. We are your personal link to answers and resources for any phase of business and life. This includes multi-generational businesses, fast track start-ups or business growth and succession. Your LvHJ advisor is there to listen, ask questions and offer ideas throughout the year.
Contact us early in your planning. Expect proactive insights through our professionals and through our timely business updates. We serve your business with knowledge and integrity. We serve your individual and family needs the same way.
For each of the following service areas, you will receive business consulting, strategic tax planning and guidance from day one — and always at LvHJ.
- Entity structuring guidance
- Accounting and reporting
- Assurance services
- Tax controversy resolution
- Coordination of risk management resources
- Finance and purchase planning to optimize deductions
- KPIs and cash flow analysis
- State and local tax (SALT) advisory
- Tax planning and preparation
- Benefit plan audits
- M&A structuring for tax-positive growth
- Tax credits and incentives
Estate tax and gift tax planning
Business continuity planning
Multi-generational succession planning
Coordination of advisory relationships
Wealth transfer strategies
Wealth preservation advisory
For more information on our Closely Held Business services, click on the arrows in the graphic above.
