Closely-Held Business
Serving You and Your Family

You require a partner who understands your financial goals, business and personal situation. As your trusted advisor, we specialize in crafting customized solutions to support your professional success and collaborating with you and your family to provide financial security and peace of mind.

Crafting Unique Strategies

With more than 40 years of experience, our team has seen it all. We’re equipped to take high volumes of information and create personalized strategic plans for family-owned and closely-held businesses.

Creating Business Profit

Our critical thinking and expert counsel ensure we can help keep your business growing through the years.

Retaining Cash

We can identify effective tax strategies that maximize wealth preservation while minimizing external liabilities.

Generating Personal Wealth

Our team provides insights around succession planning and estate strategies so you can implement actionable solutions.

Tax Services

Our experienced tax advisors have helped our clients navigate tax complexities since 1981. From comprehensive tax credit strategies to strategic estate planning, our tailored tax solutions prioritize minimizing liabilities while preserving and enhancing your assets.

Assurance Services

Maintaining your business’ well-being is what we do best. Our tailored assurance strategies span financial statement reporting to employee benefit plan audits, so your business doesn’t just survive, it thrives.

Advisory Services

Envision more for the future. Our broad team is ready to offer support beyond traditional tax and assurance services for you, your family and your businesses.

What Our Clients Say

“I have been a Moore Colson client for over 35 years. Our relationship has always been mutually beneficial, and I consider them my most trusted advisors.”
– Hal L., Chief Financial Officer
Distribution Industry

Connect with Our Closely-Held Business Experts

It’s time to up your expectations. Get in touch today to see how Moore Colson can help.

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