Small Business / Family-Owned Business Services
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- Small Business / Family Owned Business Services
- Our primary service offerings include:
- Personal and business income tax assistance
- Estate planning
- Executive coaching
- Multi-generational succession planning
- Valuations - Businesses, business property and personal property
- Bookkeeping/general ledger accounting - Monthly, quarterly, annually
- Our services are designed to help our small and family business clients by:
- Preserving the small business and family-owned businesses' legacy through a comprehensive, integrated plan and process
- Optimizing transfer of ownership while minimizing estate, gift and transfer taxes
- Periodically assessing and adjusting the plan to reflect economic, regulatory or personal changes
- Creating compatible financial goals among family members
- Planning for seamless transitions from generation to generation
- Understanding and leveraging the family's dynamic for the greatest good
- Bridging any generational historical knowledge gaps that may exist
- Being a convenient resource for all of your financial and financial planning needs
- As we work with small and family-owned businesses, we strive to create an organized, integrated and scalable plan that fits with their desired level of involvement.
- We have been able to help small businesses and family-owned businesses understand the importance of developing a tailored, actionable plan that allows them to control their wealth now and direct the disposition of their wealth into the future.
Tools & Resources
Premier Issue!
Small Business Group Newsletter - November 2011 
-
PLUS:
Records Retention Guidelines - "1099 Taxpayer Protection Act of 2011 - 'Obama Signs 1099 Repeal Bill' "
- American Jobs Act of 2011 (proposed legislation)
Small Business Group Newsletter - February 2012
2011 Tax Year-in-Review
2011 Tax Organizer
| Contact Information - Small Business Group Management Team: | |
| Partner | Manager |
| Joseph M. Falbo, Jr., CPA | Melissa S. Howell, CPA |
| 716.285.5277 / Niagara Falls Office | 716.633.1373 / Williamsville Office |
| 716.633.1373 / Williamsville Office | |