Business & Family Services

Business & Family Services

Our Business Services

When we analyze your business, you’ll get a new perspective, unbiased advice, and a clear vision for moving your business into the future. Our advisors don’t just hand out arbitrary advice; we show you how to execute a plan of action. We’ll help implement changes to your daily financial functions and accounting processes that will make a noticeable difference in productivity and your bottom line.

We understand that you want to keep more of your business profits, and that means tax planning and cash management must occur throughout the year. You know where you want to go; we can help you get there with the following business services:

  • Tax Services: Tax Planning, Tax Return Preparation and Electronic Filing
  • Tax Reduction Strategies
  • Financial Analysis, Planning and Forecasting
  • Retirement and Profit Sharing Plans
  • Strategic Business Planning
  • Profit Improvement
  • Mergers and Acquisitions
  • Business Valuation
  • Succession Planning for Executives and Owners
  • Cash Flow Analysis
  • Entity Selection and Business Formation
  • Financial Statement Preparation: Review and Compilation
  • Bookkeeping Services
  • Payroll Services
  • Quickbooks Consulting and Training
  • Expert Witness Services
  • Risk Management

Our Family Services

McMill CPAs & Advisors works with business owners and other high-net worth individuals and their families to provide personalized advice and services designed to help minimize taxes and meet financial goals.

Our CPAs and tax professionals provide individual tax services,  retirement, succession and estate planning advice and solutions.


We Are Wealth Managers Not Just Investment Advisors

McMill CPAs & Advisors specialize in financial planning, which includes investing, but also incorporates budgeting, taxes, insurance, mortgages, trusts, wills, etc.

If all you are looking for is someone to handle your investing you just want an investment advisor, but if you want an advisor that can help you with your complete financial picture you are looking for a wealth manager.

We can offer you extensive financial planning. We are full-time professionals with specialized education and years of experience in investing and solving various financial issues.

 

Wealth Management

Payroll

When it comes to paying your employees, laws and the IRS have made the payroll function a complicated and time-consuming headache for the small business owner.

Get the Payroll Solution That Best Fits Your Needs.
We know that when it comes to payroll services – no one size fits all. Our goal is to tailor our services to fit your current needs. This allows you to only outsource the payroll functions you want us to do.

Why Outsource Your Payroll?

  • It’s Cost Effective
  • It’s a Time Saver
  • Worry Free Payroll Tax Filing
  • Confidentiality
  • Allows You To Focus On Your Core Competencies
  • Comprehensive Reports

Accounting

Businesses need a partner to provide accounting strategies and solutions they can rely on. McMill CPAs & Advisors provides day-to-day accounting, payroll and bookkeeping services as well as strategic analysis, advice, and support designed to help your business reach its goals.

  • Full Service Accounting
  • Financial Forecasting
  • Financial Statement Preparation
  • Budget Planning
  • Cash Flow Management
  • Full Service Payroll
  • Bank Account Reconciliation
  • Bookkeeping Services

Business Consulting

Businesses need to be competitive in their markets, need trusted business consultants who can help them identify opportunities, address challenges, create and increase efficiencies, and stimulate growth. McMill CPAs & Advisors provides unbiased, tailored advice to businesses across a range of industry lines. We work to understand where your business is today and where you want to go before proposing solutions designed to help you get there. As business consultants, our goal is to empower your business by identifying and showing you how various decisions could impact your company’s future success. When you’re ready, we’ll also help you implement changes that can have meaningful and lasting impacts on your company’s bottom line. Our business consultation services include:

  • Due Diligence
  • Mergers and Acquisitions
  • Business Valuation Planning
  • Financial Analysis
  • Financial Forecasting
  • Profit Analysis
  • Strategic Tax Reduction Planning
  • Risk Management
  • Succession Planning

CFO Services

Small and mid-sized businesses in growth mode depend on McMill CPAs & Advisors to provide the types of services provided by an in-house CFO or controller in larger organizations. We can provide the strategic guidance and support your business needs to stay on top of its finances in a cost-effective manner. Choose McMill CPAs & Advisors for:

  • CFO Services
  • Controller Services
  • Business Growth Planning
  • Profitability Analysis and Advice
  • Financial Analysis
  • Financial Reporting
  • Benchmarking Performance
  • Business Planning
  • Business Tax Strategies
  • Risk Management
  • Tax Reduction Strategies
  • Succession Planning

Tax Services for Individuals

Our services go beyond tax return preparation to encompass forward-looking, strategic planning designed to help you comply with changing tax laws and take advantage of tax strategies that will help you minimize the amount you pay in taxes, now and in the future. Our tax services for individuals and their families include:

  • Income Tax Planning
  • Income Tax Compliance
  • Preparation of Individual Tax Returns
  • Estate Tax and Succession Planning

Retirement Tax Planning for Individuals

We can help you make the most of your retirement planning by helping you implement tax-efficient strategies designed to help you reach your goals. Our services include:

  • Tax-Efficient Investment Strategies
  • Portfolio Diversification and Risk Management
  • Cash Flow Projections for Retirement

Estate and Succession Planning

We provide tax planning strategies designed to help clients pass more of their wealth to future generations, and to make that process as streamlined and as tax efficient as possible. We also help our clients realize their lifetime and legacy charitable giving goals, looking at their overall tax, financial, and estate goals.

  • Succession Planning/Wealth Transfer Planning Strategies
  • Estate Planning
  • Review Existing Estate Planning Documents
  • Business Succession Strategies
  • Gifting Advice and Strategies
  • Asset Protection Planning

Industries We Serve