Closely-held businesses
For over 40 years, Winter, Kloman, Moter and Repp, S.C. has worked with family-owned and closely-held businesses. Our team of professionals has knowledge in a wide variety of industries and disciplines, and we provide our clients with individualized attention specifically geared to meet their needs and to help them achieve their financial goals. Whatever types of service your business requires, we will provide you with the personalized service and attention that you deserve.
We can provide you with the following services:
- Small business accounting
- General audit and assurance services
- Retirement plan audit services
- Business planning
- Business valuations
- Estates and trusts
- Financial planning
- Litigation support
- Management advisory
- Mergers and acquisitions
- Succession planning
- Tax analysis, planning and preparation
- Multi-state and international tax planning and preparation
- Information technology consulting.
Give us a call to find out more about how we can help you achieve success.
How We Can Help You
2011-2012 Tax & Financial Planning Guide (PDF)
Eight Retirement Savings Mistakes to Avoid
Savings Strategies for Any Stage in Your Life
Understanding the Home Office Deduction Can Lower Your Tax Bill
