As a business investor, you have different needs and concerns when it comes to managing your tax exposure. Dreher Martin can assist you with individual investments and your portfolio to determine the optimal tax strategy.
Each business investment is a new opportunity to generate income and capital gains. Your objective with each investment is to maximize your ROI. You also want to minimize your taxes today and into the future.
Dreher Martin can work with you to review Pro-forma financial statements, analyze business tax structures, and more. Your business is more than financial information. But accurate financial statements are critical to understanding your results and minimizing your tax position.
Dreher Martin has extensive experience working with business owners and investors from concept to exit. We help you build value in the business.
Privately Held Businesses
Dreher Martin recognizes that privately-held businesses are facing increasing complexity and tax burdens, as well as audit and financial statement requirements imposed by lenders. One thing is clear ̶ the best decisions are those that are made based on the best information. That’s where our team comes in.
When you have to make decisions, you need resources you can trust to give you the facts and informed opinions on your best options. Our experience, combined with our ability to stay current and monitor regulatory changes that impact your business translates to better decisions.
Our team has proven experience in tax and audit.
Owner Managed Businesses
When you own and run your business, the business is your heart and soul. Dreher Martin’s team understands. Our focus is ensuring that you get to focus on running the business while we assist you with your accounting, tax, and financial needs. We take over the day-to-day bookkeeping, accounting, and compliance functions enabling you to focus on running and growing your business.
From day one, we can work with you to ensure that you have the optimal tax and legal entity for your circumstance. We can assist you from the initial creation to the final sale of the business.
Dreher Martin understands that non-profit organizations play an essential role in our communities. Our non-profit clients impact arts and culture, education, economic development, health care, and many other areas of our lives.
For over 25 years, Dreher Martin has served the non-profit community with an understanding of the opportunities and challenges they face. We know that your mission is crucial to the clients you serve. Our mission is to support your leadership, management, and boards.
Our experience ranges from tax-exempt startup organizations to large organizations with Government Auditing Standards and Single Audit requirements. We are experienced with non-profit financial reporting requirements as well as tax compliance.
Our firm has a commitment to the community through our volunteer work on several non-profit boards and our involvement on the NCACPA’s Not-For-Profit Committee. We are also members of the AICPA’s Not-for-Profit Section. We strive to add value with each engagement to help the organizations achieve their goals and enhance their fiduciary responsibility.