Allan Koltin advised both Citrin Cooperman and Untract Early in their newly-announced merger. Smith+Howard received funding from PE firm Broad Sky Partners; Allan Koltin advised both firms. Carr Riggs & Ingram and Stanfield + O’Dell utilized Allan Koltin as primary advisor in their recent merger. Allan Koltin served as the primary advisor to CBIZ/MHM and Somerset for their 2023 merger. Allan Koltin served as the primary advisor to both EisnerAmper and Morrison & Morrison in their recent merger.

We want to be your small business accounting firm, staying with you throughout the life of your business. Our friendly CPAs, Enrolled Agents and tax professionals will help you and your small business save taxes, stay out of tax trouble and keep more of your earnings in your pocket. We support client success with a solid understanding of your business and multiple specialized industry and service practice groups. Our team invests in ongoing education to stay ahead of the latest tax regulations and projected industry changes. We treat every account as if it were our own, with the attention and accuracy your business needs to succeed.

Pasquesi Partners LLC

Accurate and precise financial statements and tax returns are the key to profitable operations for any business, big or small. Finally, you can have the time to do what you do best, run your business. An accountant can make sure your small business finances are being handled in a proper and orderly fashion, so you’re ready for tax season. The right accountant keeps you current and compliant with all relevant tax rules and regulations. Your small business accountant will also help you analyze financial statements, conduct strategy, and forecast your financial future while always providing sound advice.

Allan Koltin was the principal advisor to EisnerAmper and Lindsay & Brownell in their recent merger. Cohen, in which Allan Koltin served as the primary advisor to both firms. Investment from Unity Partners and Allan Koltin was the primary advisor to both firms. Wealth Management Firm Creative Planning Acquires BerganKDV, with Allan Koltin serving as primary advisor to both firms. At Odoni Partners LLC, we understand the unique challenges of preparing and filing individual tax forms. Regardless of the cause, you’re behind on your payroll tax filings and payments.

Quality Back Office

Del Real Tax Group, a Chicago CPA accounting firm, understands the issues facing small business owners. Our team of tax accountants and tax advisors will assist you with business formation. This include company structuring, entity choice and other start-up services law firm bookkeeping for sole proprietorships, LLCs and S corporations. A properly structured small business allows the business owners to save taxes year after year. We encourage our clients throughout the year to call into the firm to schedule strategic tax planning meetings.

Based in Deerfield, their client base includes relationships that have spanned several decades and are located in the Unites States and abroad. The firm (fully staffed at ninety-five plus people) focuses on building enterprises and the healthy sustenance needed to maintain and foster growth. Accountants are financial professionals who have received an accounting degree from a four-year university or college.