Family and Closely Held Businesses
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.
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
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.