Family Enterprise Owners

Family Enterprise Owners

Business owners choose Andersen because of our unique position in the market. We have the ability and sophistication to handle both your personal tax and wealth planning needs as well as the tax advisory needs of your business. 

These goals work hand in hand—and so do we. 

The expertise of our private client services team adds significant value to you, the business owner, while our commercial services team provides unmatched quality advice and planning to your business entity. We integrate individual income tax planning and compliance with partnership, commercial, and charitable entities so that all services are coordinated to achieve the best results for your overall tax and financial situation.

We add superior focus, creativity, and technical competence to your business and individual tax planning needs, with expertise in a variety of situations including:

• Pass-through entities where the taxation of the business is determined on the owners’ tax returns.
• Objective deal advice that accounts for both the business and individual needs in transactional situations.
• Businesses in which the owners require sophisticated estate planning to maintain ownership of the business within the family.
• Businesses with significant cash flow and enterprise value.
• Industries in which the tax code provides unique accounting method requirements and tax incentives (e.g., agriculture and real estate) or requires significant capital investments (e.g., manufacturing).
• Businesses in which financial statement audits are a secondary priority to tax planning.
• Reacquisitions of businesses previously sold to an international group.