Closely-Held Businesses

We’re an advisor that partners with your business to help it grow.

We take a holistic approach to the accounting services we provide, acting as the cornerstone of professional advisors your business works with as it’s established. As your business grows and matures and has more complex needs, we can continue to provide a full spectrum of services.

Services include:

  • Tax planning and compliance, including multi-state and consolidated return issues

  • Assistance with entity selection—partnership, C-corporation, S-corporation, or LLC

  • Accounting, audit, and other attest services

  • Forensic accounting and due diligence

  • Assistance with mergers and acquisitions

  • Pension plan consulting

  • Bankruptcy accounting and compliance

More Client Types

EMPLOYEE BENEFIT PLANS
Employee Benefit Plans
As a member of the AICPA Audit Quality Center, we provide expert and practical advice with regards to selecting the right plan for your business.
Read More >>

HIGH NET WORTH INDIVIDUALS
High Net Worth Individuals
Individual clients that are a good fit for Mowat Mackie & Anderson have complex tax situations that need an objective view towards minimizing their tax liability within the law.
Read More >>

NON-PROFITS
Non-Profits
We provide cost-effective services to non-profit organizations. Non-profits that are a good fit for MMA are typically ready for the next stage in their growth and maturity.
Read More >>

PRIVATE FOUNDATIONS
Private Foundations
We are able to guide clients through the complex rules regarding private foundations in order to avoid actions that would cause the foundation to lose its tax-exempt status.
Read More >>

REAL ESTATE
Real Estate
For developers and syndicators of complex real estate partnerships, we provide a keen understanding of the tax law surrounding partnerships.
Read More >>

TRUSTS & ESTATES
Trusts & Estates
Mowat Mackie & Anderson provide skilled and compassionate service to families and trustees as they assume their responsibilities as fiduciaries.
Read More >>