Benson & Neff

Accountants and Advisors since 1946

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Our Clients and Services

For most of us, finding the time to plan for the future is a challenge.

We serve businesses, individuals, estates and trusts, and non-profit organizations. For each, the certainty of change poses a unique set of planning opportunities:

Services to closely-held and family owned business
The challenge of owning or managing a business arises from the ongoing need to accumulate sufficient capital to implement business goals. This objective can only be reached when day-to-day practices assure cost-containment, together with the careful review of new market opportunities. This process is continuous, renewing itself through the challenging task of ensuring succession from one generation to the next or from one set of owners to the next. Throughout each phase of a business' life, you can rely on Benson & Neff's experienced professionals to offer seasoned advice, carefully thought-out recommendations, and realistically-priced assistance.

For example, we view preparation of financial statements as a point of new beginning designed to uncover new possibilities and planning options for both a company and its owners. While there can be little in the way of effective recommendations without careful analysis, we believe an audit or review poses little opportunity for value unless it generates timely advice and service in the areas of:

  • Capital formation, financing, mergers, acquisitions, and divestitures
  • Structuring significant transactions, including acquisitions of real estate
  • Internal accounting controls and automated accounting systems
  • Management structures, incentive compensation, and retirement and benefit planning
  • Succession planning
  • Risk management

Services to individuals
For most of us, finding the time to plan for the future is a challenge. And even after a plan for accumulating wealth has been set in motion, there remains the task of maximizing after-tax results, not only from year to year but through the more extended cycles of acquisition and investment, planning for children's educational needs, retirement planning, and estate planning. The need for effective tax planning can even extend beyond a single lifetime, as your greatest concern may revolve around assuring the financial security of others, particularly your loved ones.

In sum, when business, financial and tax planning are thoughtfully undertaken, the breadth of issues addressed makes it a vehicle for life-long goals. That is why we have made it a priority to maintain a group of professionals whose skills and commitment to these services are unparalleled. Together, we offer in-depth support and counsel in the critical areas of:

  • Business, personal and family financial planning
  • Retirement planning
  • Estate planning
  • Tax planning and compliance for individuals, their businesses, estates and trusts

 

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