Natural attention to details

Closely Held Business

New England closely held businesses have engaged us for professional accounting, consulting, and tax services since 1976.  The development of our closely held business client base has mirrored trends in the global economy.  Our clientele currently includes technology based businesses and manufacturers and distributors with revenues ranging from $2 million to $300 million.  In addition we service other types of closely held businesses.

Technology entrepreneurs have long recognized our expertise in servicing their businesses.  One of our first technology clients was a start-up company, EMC Corporation, which eventually went public in 1986. 

Our clients also include many well-known manufacturers and distributors located throughout New England who have looked to us for advice for over thirty years.

Other Closely Held Businesses

Since our inception in 1976, closely held and family owned businesses have been a significant part of our client base.  These clients are in various industries, including the following: 

  • Construction
  • Real estate
  • Restaurants
  • Retail
  • Service


The following is a partial list of services we offer to these clients.

Auditing, Accounting, and Assurance:

  • Audit of financial statements
  • Reviews and compilations of financial statements
  • Attest and related services
  • Accounting system design
  • Financial reporting systems
  • Implementation of financial accounting standards
  • Financial statement preparation

Taxation:

  • Preparation of federal and state tax returns
  • Tax implications of mergers and acquisitions
  • Employee benefits plans
  • Structuring transactions for favorable tax benefits
  • Estate/retirement planning
  • Tax projections for special transactions
  • Tax planning and projections

Business Consulting:

  • Information technology
  • IT security
  • Mergers and acquisitions
  • Special projects

For further inquiries contact:

Joe Parent, CPA
jparent@pmn.com
617.426.9440

Jim Kennedy, CPA
jkennedy@pmn.com

617.426.9440

Judy Javidpour, CPA
jjavidpour@pmn.com
617.426.9440