Business Owners and Related Entities

Business Owners and Related Entities

Balancing the financial priorities of your business and personal life can be a difficult task without the help of a trusted advisor. The success of your future depends on the success of your business, and having everything in order can bring a peace of mind that is priceless. Blume Keeney has expertise in helping business owners with both their personal needs and the needs of their business. We work with you to understand your goals so that we can recommend strategies to help you make decisions, save more of your hard earned money, and plan for the future. Our services not only include tax compliance, but we also help our clients with choosing the right company structure, researching options for business transactions, business succession planning, estate planning, and more.

Our tax and consulting services for business owners and their related entities include:

  • Gift and estate tax planning and compliance
  • Income tax planning and compliance for:
    • Individuals
    • Trusts and estates
    • LLCs/ Partnerships
    • S Corporations/ C Corporations
  • Charitable and philanthropic planning
  • Business succession planning

Entrust your business and family’s financial goals to a team who has the technical expertise provided by a large firm, and the personalized values of a small firm. Contact Blume Keeney today at (425) 404-3540 for a consultation.