Privately Held & Family Owned Business

The majority of our clients are closely-held and family-owned businesses.  At R&M, we understand you have put all you are into your business to nurture, grow, and expand it, and you need someone you can trust to help you navigate your business through the expected and unexpected. With our decades of experience and focus on closely-held businesses, there is no better member to have on your team of professionals.

We provide a comprehensive suite of tax, accounting, auditing and assurance services for privately-held and family-owned businesses, including:

  • Audits
  • Reviews
  • Compilations
  • Preparation
  • Agreed-Upon Procedures
  • Business Planning
  • Structure Selection
  • Succession Planning
  • Bookkeeping Services
  • Strategic Planning
  • Profit Maximization
  • Tax services
  • Estate Planning
  • Union Audits
  • Worker’s Compensation Audits
  • Federal, State and City Audits