Montgomery Private Company Services

Your business isn’t like anyone else’s. Neither is our approach. Jackson Thornton’s Montgomery Private Company Services (PCS) group provides customized tax, audit and consulting services for family-owned and privately held businesses of all sizes. Formed to provide a synergistic approach for our private company clients, we provide the support, objectivity, and expertise your business needs in today’s changing business environment. Our certified public accountants (CPA) are experienced in assisting companies in Montgomery and the surrounding markets. No matter the industry, our CPA’s can help your business with the services provided below.

Private Company Services in Montgomery

Tax Planning and Consulting
  • Tax planning and compliance
  • Multistate taxation
  • State and local tax
  • Estate and gift taxes
  • Estate planning
  • Business succession planning
  • Sale or acquisition of a business
  • Sub S tax status election

Audit and Assurance Services

  • Financial statement audits, reviews, and compilations
  • Agreed-upon procedures
  • Internal control review

Information Technology Consulting

  • Managed services
  • Cloud computing
  • IT Security and compliance
  • Technology training and education
  • Network assessment and design
  • Hardware procurement and implementation
  • Business software solutions

Client Accounting Services

  • Payroll processing and payroll tax reporting
  • General ledger accounting
  • Sales and use tax returns
  • Fixed asset accounting
  • On-site accounting assistance and personnel training
  • Accounting software support and training

Human Resources and Employee Benefits

  • Consulting and research
  • Retirement plan design and consulting
  • Cafeteria plan administration

Business Valuation and Litigation Support

  • Divestitures
  • Liquidation and reorganization
  • Litigation
  • Franchise valuation and evaluation
  • Incentive stock option programs
  • Employee stock option programs (ESOPs)
  • Bankruptcy and foreclosures

Wealth Management

  • Financial planning
  • Retirement planning
  • Investment services
  • Portfolio analysis