Family and Closely Held Business

Our family and closely held business clientele have been the foundation of JTS Associates CPAs for over 30 years. We have built lifelong relationships which allow us to understand the concerns and needs of each family member or shareholder/partner. Our team of highly skilled professionals are ready to provide you with sound and creative tax, accounting and advisory services that will help your business thrive and grow.

We offer a comprehensive suite of services to family and closely held businesses including:

  • Accounting and bookkeeping services
  • Budgets, forecasts and projections
  • Compensation strategies
  • Comprehensive tax planning and compliance
  • Estate planning
  • Financial reporting
  • HR compliance and reporting
  • Mergers, acquisitions and related due diligence
  • Sales, payroll and rent tax compliance
  • Succession planning and ownership transitions