Who We Serve | Professional Services

Individuals

Our approach to serving individuals goes far beyond mastering the mechanics of correctly completing tax returns. Personal relationships that occur year round, not just at tax time, differentiate us from other service providers. We understand the tax implications of the many personal and financial decisions an individual faces over their lifetime. We can help you identify the best options to minimize tax obligations over the long term and make your goals and dreams a reality.

Small Business Services

We are committed to providing the small business the financial planning resources necessary to promote stable growth and prosperity in the rapidly changing business world. We guide our business clients through a growing, changing maze of government regulations and tax laws and through the implications of the many financial and administrative decisions small business owners must make every day. From helping start-ups choose a form of tax entity to supporting a mature business’ transfer of ownership, McKelvey & Russell partner with you every step of the way.

Not-For-Profit Organizations

We have extensive experience serving the not-for-profit community. Our clients are diverse, ranging from charitable and arts organizations to religious institutions to fraternal and trade associations. We have assisted organizations with the implementation of the recent major Financial Accounting Standards Board pronouncements regarding financial statement presentation and with the accounting for contributions and investment activities.