Lutz and Carr accountants regularly provide tax advice to closely held businesses ranging from incubators and startups to well-established multigenerational family enterprises. We are experienced at every stage of the business lifecycle, from initial formation through growth stages, succession planning, and exit strategies.
We provide tax planning, compliance, and advisory services that align with our clients’ business objectives.
Our accounting professionals also advise on selling closely held businesses and succession planning, timing and structuring, guiding business owners through the income tax and estate tax implications with the goal of maximizing the client’s after-tax benefit. Working closely with other advisers, such as the client’s attorneys, investment advisers, and other professionals, we ensure a holistic approach.
Our business accountants have decades of experience representing clients throughout the U.S. and from around the world through all stages of their economic cycles and timelines. Many of these clients are subsidiaries of international enterprises that engage us to help them avoid potential obstacles inherent in operating a foreign-owned business in the U.S.
With a clear understanding of the federal, state and local tax laws, rules and legislation impacting each client’s particular industry, our experienced business accountants zero in on opportunities for tax savings, overcome hurdles, and provide proactive guidance on tax liability avoidance.