Entrepreneur & Family-Owned Businesses

SingerLewak knows and understands the importance of valuable guidance and meeting the needs of entrepreneurs and their businesses. We focus on guiding our clients through sound growth and business objectives.  We focus on delivering sound strategic advice so you can focus on growing your business.  We help businesses maximize cash flow.

Business Sectors Includes:

Credit Unions

SingerLewak is a premier service provider to the credit union industry.  Our experienced team...

Employee Benefit Plans

Our Employee Benefit Plans group of professionals help clients navigate employee benefit plan...


We know the importance of relationships in serving high net worth individuals and meeting their...

Nonprofit Organizations

The key to our success with tax exempt organizations is that we take the time to learn about...


Entrepreneur and Family-Owned Businesses have been the drivers of our economy for a long time. We understand the significance of the family business structure, as well as the day-in, day-out efforts that have made an economic impact on both your local community and nationally. 

SingerLewak believes financial reports are a critical tool for the management and control of your business. Using these financial reporting tools enables our tax planning and compliance specialists to provide a balanced and integrated approach including various exit strategies.

Our Tax + Program for Entrepreneur & Family-Owned Business Offers:

  • Tax Planning
  • State and Local Taxes (SALT)
  • Tax Compliance and Consulting
  • Multi-National Tax Planning
  • Research & Development Credit Analysis
  • Exit Strategy Planning
  • Specialized Tax Credits
  • Deal Structuring and Tax Planning for Sale of a Business

The Skills You Need:

We are skilled at helping businesses grow to their fullest potential:

  • Start-up services: Choice of Entity and Business
  • Structuring Services
  • Integrated Family/Business Tax Planning and Preparation
  • Assistance with Capital Formation and Negotiating with Financial Institutions
  • Back-Office Accounting Services
  • Assistance with Advisory Boards and Strategic Planning
  • IT and Systems Consulting
  • Network Administration
  • Audits, Reviews and Compilations
  • Succession and Estate Planning

We have extensive experience with privately-owned businesses, including:

  • Assurance Services
  • Income Tax Planning and Preparation
  • Financial Planning

The Service You Expect:

Our appeal is based upon:

  • A SingerLewak team experienced in your industry
  • On-site visits from the partner and manager throughout the year
  • Technical reviewers that care as much about your judgment as they do their own
  • Providing and adhering to a schedule of all key dates, deadlines and requirements related to reporting and tax filing requirements
  • Robust staffing to quickly meet any need that may arise

Managing a privately-owned business is a continuous and dynamic cycle, requiring:

  • Business Strategies
  • Wealth and Financial Management
  • Tax Strategies
  • Succession Strategies
Entrepreneur and Family-Owned Businesses Goals Venn Diagram


Thought Leadership
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