Business Consulting

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Tremper & Co., LLP plays a crucial role in developing an integrated approach to business planning, personal financial planning, and tax saving strategies for family and closely held businesses. A sample of services we offer:


Tax Planning

  • Individual and business income tax planning

  • Family partnership planning and accounting

  • Tax research of complex transactions

  • Charitable trust and private foundation annual report and tax preparation

  • Representation in cases of IRS challenge and audits



Analysis of cash flow and investment objectives

  • Retirement planning

  • Roth and other IRA analysis

  • Qualified retirement plans (profit sharing, 401(k), etc.)

  • Assistance with family business succession planning

  • Insurance review


As business, legal and tax environments grow more complex, and the players become more sophisticated, our services can help you strengthen your financial position. We help owners, executives, attorneys, and consultants achieve their objectives in the following areas:

  • Business purchase, sale or merger
  • Buy-sell agreements between owners
  • Income, gift, estate and inheritance taxes