Family-Owned Businesses

In our more than 75 year history, we have worked with countless family owned businesses. These entities have all the typical responsibilities associated with owning and running a business with the additional complexity created by family dynamics and a shared source of income. 

Whether your business is in retail, wholesale, manufacturing, agribusiness, timber, commercial real estate, or any other type of family owned company, our business is all about helping you. We often provide accounting and consulting services for the business as well as accounting for the family, creating a seamless and efficient solution.

From setting up the initial accounting system to tax consulting and compliance, estate planning, mergers and acquisitions, financial planning, benchmarking and trend analysis, accounting software assistance, employee benefits and payroll, and more, our experience with family owned businesses can help ensure that you take your company to the next level and, if desired, to the next generation.

As an Oregon-based business ourselves, we are proud to have helped many Oregon-based family businesses succeed. We welcome the opportunity to meet you and find out how we might be of assistance to you, your family, and your business.


Learn more about our other services for family-owned businesses.

See all

Meet Our Family Owned Business Team

Let's talk about your business!


Information and Resources

2023 Year-End Business Deductions

by Kernutt Stokes |
There have been changes over the last few years for what businesses can deduct when it comes to meals and entertainment. Download our helpful document that outlines what you can deduct for business meals, entertainment, employee parking, and club dues.

Plan Limitations Reference Guide

by Andrea Smith |
Keep up-to-speed on employee benefit plan changes with our annual Employee Benefit Plan Limitations & Quick Reference Card.

2023 Year-End Tax Planning for Individuals and Businesses

by John Mlynczyk | Chad Steinhauer |
As 2023 year-end approaches, consider the following tax planning ideas and action items for individuals and businesses before ringing in the new year.

1099 & Year-End Reporting/Compliance Requirements for 2023 and What’s Changing in 2024

by Kernutt Stokes |
What you should know about 1099 changes for 2023, as well as year-end reporting and compliance requirements if you have employees.