Closely Held and Family-Owned Businesses

There are essential financial matters you need to understand to run an efficient and profitable business. At Peck Associates,

At Peck Associates we work with all kinds of closely held businesses, from family businesses operating in a single location to rapidly expanding multi-state organizations. Our Boston area CPA firm does not just do the tax, audit and accounting work. We partner with our family business clients to help them run an efficient and profitable business.

Not every Boston area accounting firm understands the unique aspects of a family business. Peck Associates has a deep appreciation of the challenges and benefits of multi-generational businesses.


Through our partnership approach to family businesses we offer services designed to take your company to the next level:

  • Estate Planning and Trusts – We will work with your estate planner to assist in tax matters
  • Succession planning
  • Employee benefit plan consulting
  • Business and individual tax returns
  • Cash flow assessments and consultations
  • Assurance Services
  • Client accounting systems, procedures and organization
  • Assistance with hiring internal accounting staff

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Call (781) 235-7517 today or request a free consultation through our convenient online form to discuss your needs with a Boston area CPA firm that specializes in family and closely held businesses.

Tax Management Services

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Business Accounting Services

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Tax Compliance Services

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Audit & Advisory Assurance

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IRS Representation

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Strategic Tax Planning

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Contact Us

From discovery and engagement to execution, Peck CPAs is your source for top quality tax accounting in New England.

(781) 235-7517

(781) 235-3147

20 Walnut Street Suite 210 Wellesley Hills, MA 02481-2104

M-F: 9am-5pm, S-S: Closed

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