Private Company Services

Your business isn’t like anyone else’s. Neither is our approach. Jackson Thornton’s 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.

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