Closely-held Businesses
Our firm’s highly personal and customized services have assisted a wide variety of business and professional clients, their families, and employees.A sampling of the industries served by HS&S:
- Insurance
- Legal
- Architectural
- Physician/Medical
- Marketing/Advertising
- Real Estate Sales/Brokers
- Transportation and Warehousing
- Automotive
- Manufacturing
- Wholesale/Retail
- Printing and Related Services
- Food Service
- Agriculture, Forestry and Fishing
- Mortgage Lenders
- Real Estate Rental/Leasing
- Software Developers
Our services to closely-held businesses include, but are not limited to:
- Accounting and auditing, including personal financial statements
- Tax consulting and compliance, including representation before taxing authorities
- New entity selection (S corp./C corp./LLC/Partnership)
- Estate and retirement planning, family wealth planning
- Succession planning
- Strategic planning
- Budgeting and cash management
- Benchmarking
- Risk assessment and management
- Pension plan administration; preparation of Forms 5500 and 1099-R; ERISA audits
- Development of accounting systems
- Payroll consulting and reporting
- IT consulting including network design, hardware and software selection and implementation, troubleshooting, information security planning, and virus/malware eradication
