Prosperity for Current and Future Generations

Flagel Huber Flagel started as a family business when David Flagel founded the firm in 1933 and was later succeeded by his son, Gerry Flagel. We understand the opportunities and challenges of running a family and closely held business. Together we can build lifelong prosperity for you and your employees for generations to come.

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Services Offered

Tax Services

  • Tax Preparation and Compliance
  • Tax Planning and Projections
  • Consultation on structuring major transactions to effectively minimize tax: acquisitions, mergers, reorganizations, and liquidations, etc
  • Tax Credit Analysis
  • Determination of the most tax advantageous entity type for structuring new businesses
  • Deferred Compensation Plans
  • Multi-State Tax Filings
  • Valuations of Closely Held Corporations
  • Recapitalization Advice

Assurance Services

  • Audit, Review, and Compilation of Financial Statements
  • Agreed Upon Procedures
  • Due Diligence for Acquisitions and Divestitures

Outsourced Services

  • QuickBooks Pro Advisors
  • Outsourced CFO / Controller Duties
  • Audit Preparation Services
  • Budget Preparation Services

Small Business Accounting

  • Tax Return Preparation
  • Bank Account Reconciliation Services
  • Preparation of Monthly Financial Statements
  • Budget to Actual Expense Analysis
  • Cash Flow Analysis
  • Payroll Services
  • Year-End W-2 and 1099 Preparation

Other Services

  • Succession Planning
  • Estate and Gift Tax Planning
  • Business Plans
  • Compensation / Bonus Plans
  • Lease vs. Buy Analysis
  • Cost Segregation and Depreciation
  • Profitability and Operational Analysis

Who We Serve

  • Manufacturing and Distribution
  • Healthcare
  • Real Estate Management
  • Hospitality
  • Construction
  • And many more

Let's Talk

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Bruce Kreinbrink, CPA, CFP®

Bruce Kreinbrink is ready to help you today!

You can contact Bruce at 937.528.7206 or send a quick email here.

Schedule A Free Consultation