Owning a family business can be a challenging venture—at any point in your company’s lifespan. That’s why Boldt Carlisle + Smith employs several CPAs dedicated to ensuring the profitability, efficiency and longevity of our clients’ family businesses.

Our CPAs take the time to get to know you and your business personally, applying their experience and knowledge to craft individualized solutions for your financial and accounting needs. At Boldt Carlisle + Smith, we understand that a business’ health is determined by far more than the current bottom line; our CPAs help protect our clients’ assets and legacies for generations to come through tools like the following:

  • Financial statement services
  • Tax preparation services
  • Research on tax issues
  • Strategic tax planning
  • Business planning services
  • Estate planning
  • Succession planning
  • Accounting method changes
  • Accounting software assistance
  • Inventory solutions
  • Profit sharing planning and taxation

References

If you’re ready to work with a CPA willing to invest the time to understand the needs and potential of your family business, contact your local Boldt Carlisle + Smith office today. We can help you do more than just build a legacy. We can help you protect it.