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
  • Tax credit consulting
  • 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
  • ERISA audits, preparation of Form 5500
  • Development of accounting systems

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