Closely-Held Businesses

Ready to talk? Request a confidential consultation.

Strategists, Advisors, Number Crunchers and Sherpas.

When you have added financial complexities resulting from business success, you need an accounting partner Sherpa—a guide with the specific knowledge, experience and sophistication to optimize a variety of financial assets. Here, you will not only get proactive professional advice, you will gain a friendly partner committed to your success for the long haul. Just ask our clients who have trusted us for 10, 20, 40 years or more. Staff, too.

At MCB, you will have a dedicated principal, plus a senior team of business and tax experts who have the skill, experience and know how to guide you and your business on the road to success. Through well-handled finances and a proactive mindset, you will be consistently provided with timely, high-quality products and the most strategic financial guidance. Plus, get exceptional service from a warm and friendly human who has the latest technical expertise to help navigate your business or practice growth efficiently year over year.

Reach your greatest potential. Contact us with confidence and get the expertise you need.

Let’s Talk

We Know Hospitality Inside and Out

Charles Deppe, PrincipalAs a new or established organization in the hospitality industry, your company not only faces the challenges of any business, but must also deal with the issues that are unique to the hospitality industry. MCB’s Hospitality Practice Group is led by a senior team of experts who are familiar with the distinctive structure, operations and need for internal controls of hospitality organizations. Our clients’ successes, as well as our own success, is reinforced by long-term relationships and by providing personal, proactive attention to your specific financial and accounting needs.

We work with various hospitality organizations including:

  • Hotels
  • Restaurants
  • Horse Breeding and Racing
  • Wineries

Your Medical Practice Can Do More Than “Just Keep Up.”

Bob Baldassari, PrincipalBeing a good medical clinician used to be enough to guarantee a successful medical practice. However, leading a medical practice in today’s managed care environment is more challenging than ever before and requires significant business skills; skills not taught in most medical schools.

Are you:

  • Working harder to maintain the same level of income?
  • Putting in more hours but seeing less revenue?
  • Struggling to fit more patients into your schedule?

If you answered “yes” to any of these questions, you will benefit from our “Health Care Check-Up.” MCB’s Medical Practice Consulting Group provides services to evaluate and structure the business side of your medical practice. Our services are designed to help you make your medical practice more profitable by operating more efficiently, not by adding more hours.

Who We Serve
Business Advisory Services
Hospitality Advisory Services

Your Practice Leaders

Jude Covas

Managing Principal

Greg Askey

Principal

Cindi Park

Principal

Learn more about
Closely-Held Businesses.

Learn more about the
MCB Experience.

Related Articles

Filing Taxes

Beyond the Deadline: What To Know About Filing Your Taxes

For most individuals, the federal income tax return is due April 15. If that date falls on a weekend or holiday, the deadline moves to the next business day. Businesses have different deadlines based on their formal structure. If you need more time to file, you can...

Tax Scam

IRS Warns Taxpayers of “Dirty Dozen” Tax Scams

"The IRS has released its annual "Dirty Dozen" list of tax scams to educate taxpayers about tax and finance fraud — especially identity theft schemes. The outreach effort reminds taxpayers, businesses and tax professionals to watch out for scams, knowing that...

Childcare Tax Credits

Qualifying for the Child or Dependent Care Tax Credit

Child and dependent care costs can take a big bite out of your budget. To help ease the load, the IRS offers a tax credit for qualifying care expenses incurred while you (or your spouse, if filing jointly) are working or looking for work. You may be able to claim...

Tax Fraud

Don’t Get Trapped by Fraudulent Tax Schemes

Since 2022, bad actors posing as "tax experts" have used social media to push fraudulent ways of claiming credits. Their posts encourage taxpayers to misuse legitimate credits, such as the Fuel Tax Credit or the Sick and Family Leave Credit. These credits are meant...

Top Tax Tips

Know These Top Tax Tips!

If you want to avoid last-minute tax stress, there are a few easy steps you can take throughout the year that will make the filing process smoother and more efficient. Keep your tax documents organized Establish a method to store all important tax-related...

Tax credit

Don’t Forget These Tax Credits!

What exactly is a tax credit? It's a provision that reduces the amount a person owes in income taxes dollar for dollar. Some tax credits are even refundable, meaning that even if a person's tax bill is less than the amount of a refundable credit, they can get the...

Have a question about Closely-Held Businesses, Hospitality or Medical Practices? Reach out and we’ll get right back to you.