Family Business Accounting and Wealth Security

Family-owned businesses face a continuous stream of complex challenges – from cash flow, to resources, growth and expansion. Decision-making becomes more complex when, in addition to business issues, emotional issues must be addressed and managed. Handling the sensitive issues affecting closely held businesses requires sound business advice based on years of experience.

CCR LLP understands family-owned businesses often have business and family finances that are highly intertwined. We know that your business represents a large share of your family's wealth and future security. We work closely with you to build trust and help you feel comfortable sharing your most valued-assets with us in order to develop a sound financial management plan for your future. Some of the services we can assist you with include:

• Estate Planning
• Income and Gift Tax Planning
• Charitable Planning
• Execute well-planned strategies for tax return preparation and consulting

How Can CCR LLP help?
We build consensus among the stakeholders. We assign a dedicated team to truly know your family members, operations, and business and personal goals. We assist you throughout the entire business life cycle, from business formation, through expansion and acquisition, to succession planning.