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Closely Held Businesses

At WilkinGuttenplan, our experts understand the challenges faced by closely held businesses. We use our depth of knowledge to go beyond tax preparation and bookkeeping to provide strategic advisory, risk management, and operational efficiency services to ensure your business is financially strong, compliant and well-positioned for growth and long-term success.

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June M. Toth

Practice Leader

Tim Torres

Practice Leader

Business & Financial Advisory Services

Our consulting practice offers a full range of value-added services.

We See the Whole Picture

WilkinGuttenplan’s expertise and breadth of services offer entrepreneurs and the owners of closely-held businesses the opportunity to achieve a wide variety of benefits, including:

Increasing ProfitabilityMinimizing TaxesImproving Cash Flow
Increasing Financial FlexibilityEnhancing Operational EfficiencyMaximizing Business Value
Leveraging the Value of Client RelationshipsRealizing Operation SavingsAchieving Financial Security

Your Success is Our Business

Supporting business growth, transition, and personal financial success with expert accounting, tax, and advisory services.

Talk to an Expert

We offer so much more than simply tax return preparation!

Our experts consider the people, personalities, and circumstances involved in each situation before recommending a solution. We use this creativity in addressing virtually all of our client’s tax and planning needs, including:

Federal, State & International Tax Strategies/Planning & ComplianceCharitable GivingEmployee Retention/Phantom Stock Plans
Tax-Favored Business & Transaction StructuringCollege FundingExecutive/Employee Compensation, Benefit, & Retirement Plans
Business Intangible Asset ValuationEstate/Trust Planning & ComplianceComprehensive Tax/Financial Planning Services

Seeing the Opportunities, Realizing the Results

Entrepreneurs have a myriad of business and financial needs. Our expertise and insight integrate the whole picture to address virtually all of a business owner’s needs. But it’s not just what we offer, it’s the approach we use to deliver outstanding value that has built lasting relationships.

We are able to do this successfully because we uniquely balance dual roles as entrepreneurs and professional advisors. This gives us a unique perspective; empathy for the challenges business owners face, as well as an appreciation for, and recognition of, opportunities to be explored and developed. We understand that many closely-held businesses don’t have a full or even part-time, Chief Financial Officer, which means our clients rely heavily on us to help them realize their business ambitions, while achieving their goals for personal financial security.

Specialized Expertise

Accounting Software & Systems
As certified trainers and installers of a number of leading accounting applications, we can provide you with the necessary tools and technology for effective bookkeeping, financial management, reporting, and controls.

Bank Financing/Negotiations
We provide more than the required financial information. Through our network of relationships, we facilitate communication with the proper decision-makers to help clients secure the financing that keeps businesses thriving and growing.