Closely Held
Businesses

What We Do

Whether you are just starting your business, growing your company, or planning an exit strategy, we are poised to help you maximize and retain the value you have worked so hard to create. Your Hellam Varon team can help you plot the optimum course for transforming your vision into reality.

Business Tax

Our experienced CPAs take the guesswork out of taxes with short and long-range planning strategies to help you make the most of your business plans. To that end, we provide a wide array of tax services.
  • Tax planning
  • Income tax return preparation
  • State and local tax consulting, planning, and filing
  • International tax consulting, planning, and compliance
  • Foreign investment reporting
  • Ownership structure and entity selection
  • Purchase or sale of assets
  • Compensation structuring
  • Purchase or sale of a business

Financial Statements

Your financial statements are a valuable component of your business report card and measurement of your company’s performance. The level of detail and assurance required of your financial statements will depend on your objective in assembling your financial information. Beyond traditional compliance, we can help you interpret the information to capitalize on available opportunities for your business success.

  • Audits
  • Reviews
  • Compilations
  • Agreed-upon procedures
  • 401(k) audits
  • Financial forecasts and projections
  • Inventory observation analysis and control planning
  • Internal controls review
  • Cash flow planning

Advisory Services

No doubt about it, our business world is demanding and continually changing.  In order for a company to be successful today, management needs to have a plan encompassing both growth in a strong economy and strategies for the possibility of a downturn. No matter where your organization is in its life cycle, Hellam Varon can help you and your management team manage through the challenges.

  • Business and organizational planning
  • Business succession planning
  • Strategic planning
  • Financing growth
  • Qualified retirement plans 

Who We Serve

We serve companies around the Pacific Northwest and the nation in a variety of industries.

  • Construction
  • Manufacturing and distribution
  • Franchising
  • Professional services
  • Real estate
  • Wineries
  • Don’t see your industry here? Please ask!
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