Business Services

Our business tax practice goes beyond basic planning and tax preparation. The complex challenges facing business owners and managers require specialized skills and strategies. Prior to undertaking major business decisions our clients draw upon our resources, skills and technology to assist in the strategic planning process. At Adler Blanchard & Freeman, we participate as trusted business advisors and members of the financial team throughout the cycle. We maintain an active role in partnership with our clients during the implementation process.

For example, we regularly develop cash flow forecasts to evaluate potential growth utilizing several scenarios. Based on our strong relationships in the financial community we are well equipped to introduce our clients to important sources of capital. Our active role continues as we facilitate the integration of new capital into our client’s business. This high level of involvement enables us to guide the development of proper financial controls and information systems. The services we offer include:

• Federal, state and local tax preparation and compliance
• Business tax planning
• Succession planning
• Family business services
• Start up assistance
• Audit, review and compilation services
• Cost segregation studies
• Nonprofit tax services
• Business valuation and litigation support
• Acting CFO services
• Sales, merger and acquisition
• Corporate finance and lender relations
• Employee benefit plan consulting and implementation