Closely Held Businesses

CBM specializes in overseeing the tax requirements facing most private entities. Our team prepares hundreds of IRS Tax Forms 1065 (U.S. Return of Partnership Income) and 1120 (U.S. Corporation Income Tax Return) for clients each year, as well as state returns from most states across the country. We work with business owners like you to complete K-1 forms to report earnings and losses for partnerships and S corporations, and ensure appropriate taxation in all jurisdictions where your brick-and-mortar or digital business operates.

A business’s financial operations and growth strategy are tied together. Whether you are setting up the first accounting system for your start-up, seeking bookkeeping support or the opportunity to leverage technologies to improve productivity and create efficiencies, or pursuing outsourced CFO-level or payroll support without hiring a full-time employee, CBM’s outsourced team is here to help.

Business owners require knowledge across multiple areas of finance and operations to make informed management decisions. CBM’s experienced team specializes in consulting across a wide range of complex and specialized transactions including business valuations, mergers and acquisitions, succession planning, buy-sell agreements and business restructuring. Click here to learn more about our full range of business consulting services.

While you, as a business owner, can feel confident knowing that CBM is providing high-quality services to your entity, our team also specializes in serving your personal tax, estate, retirement planning and wealth management needs. Consider the benefits of working with a single service provider such as CBM, which has the knowledge to care for your business as well as the personal financial future of you and your family.

Should you run into a disagreement with a co-owner, service provider or other key stakeholder for your business, you can rely on CBM. Our team includes forensic accountants, certified fraud examiners, litigation support specialists, trained expert witness professionals who support your position in a trial, and trained business dispute resolution professionals.