Small Business Services

Check out our new retirement plan options table to see what plan – or plans – work best for you!

Tronconi Segarra & Associates been providing a variety of professional services to entrepreneurs and small businesses for more than 25 years. Many of our entrepreneurial and small business clients have come as referrals from other clients, as well as from attorneys, bankers, insurance brokers and investment managers. Our service offerings include:

Bookkeeping/General Ledger Services (monthly / quarterly / annually).
Business Income Tax Planning & Preparation.
Individual Income Tax Planning & Preparation.
Estate Planning.
Executive Coaching.
Multi-Generational Succession Planning.
Valuations for Business/Business Property/Personal Property.

Family Businesses

We also have extensive expertise working with family businesses, working to create an organized, integrated and scalable plan; one that fits with their desired level of involvement, from developing the plan itself to the execution and maintenance of the plan. We help all generations of our family business clients achieve their goals by:

Preserving the family’s 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 dynamics for the greatest good.
Bridging any generational historical knowledge gaps that may exist.
Being a convenient resource for all of the family’s financial and financial planning needs.

Whether working on our own or as part of a multidisciplinary professional services team, our goal is to help you and your family members bring your goals into harmony for the greater good of your family and your family business.