SEK

Business Tax & Advisory

Tax

Aligning Strategy with Your Business and Personal Goals

For over 60 years, SEK has supported businesses and their owners in navigating the complexities of tax and financial management. Whether you’re a budding entrepreneur or an established enterprise, we empower you and your business with strategic insights, helping you thrive in today’s competitive landscape. By partnering with SEK, you gain more than just financial expertise—you gain the freedom to focus on growing your business. Our specialized knowledge of regulations and challenges across various business sizes ensures that both your operations and leadership remain efficient, compliant, and ready for informed decision-making.

Tailored Solutions for Every Business Need

Tax Services

  • Tax planning and preparation: Maximizing your savings while ensuring compliance.
  • Comprehensive federal, state, and local tax reporting and filings: Keeping you ahead of deadlines and regulations.
  • Audit representation before taxing authorities: Navigate the process with confidence.
  • Tax elections and registrations: Optimizing your business's tax efficiency from the start.
  • Estate planning and compliance: Ensuring your financial future is secure and aligned with your goals.
  • Research & experimentation tax credits: Helping businesses benefit from tax savings through innovative processes and product.

Business Consulting Services

  • Business entity selection consulting: Ensuring the foundation of your business is solid.
  • Design and implementation of accounting systems: Ensuring accurate financial tracking.
  • Financial planning, forecasts, and projections: Guiding you to make informed business decisions.
  • QuickBooks/Sage 50 training and consulting: Enhancing your accounting software skills.
  • Succession planning and business valuations: Preparing your business for the future.
  • Merger & acquisition advisory: Navigating through complex transactions.
  • Employee benefit plan audits: To ensure compliance and efficiency.
  • Peer reviews: Providing insights to improve your business's processes and ensure quality​.
  • Litigation support: Safeguarding your interests during legal challenges.

Financial Reporting Services

  • Payroll processing, direct deposit, and payroll tax handling: Simplifying your payroll responsibilities.
  • General ledger maintenance and financial statement preparation: Giving you a clear picture of your business’s financial health.
  • Bank reconciliation: Ensuring every transaction is accounted for.
  • Independent financial audits: Confirming the accuracy and integrity of your financial statements.

Operations Management

  • Performance measurement and internal control reviews: Enhancing operational efficiency.
  • Proactive human resources consulting and retirement plan design & administration: Supporting your team’s growth and satisfaction.

Navigating the Personal Side of Taxes

Taxes are more than just numbers on paper; they reflect your life choices, milestones, and plans. Whether you’re navigating the impact of state and local taxes, the implications of a cash gift to a child, or how your business income affects your personal return, life's many decisions carry tax consequences. But who has time to decipher tax laws amidst life's busy moments?

That's where SEK steps in. Our experienced team, well-versed in the nuances of tax codes, is here to guide you through making informed decisions all year round. Effective tax planning shouldn't just be an annual endeavor, but a part of your ongoing financial strategy.

For business owners navigating the complexities of both personal and business taxes, SEK provides a suite of services to optimize your tax situation:

  • Individual Income Tax Preparation and Planning: Expert guidance to ensure compliance while positioning you for maximum savings.
  • Multi-State Tax Considerations: For those with interests across state lines, we develop strategies that account for specific state laws and regulations.
  • Personal Property Tax: Navigating the specifics of personal property tax to ensure you're paying what's due and no more.
  • Estate and Gift Taxes: Strategic planning to manage the implications of estate and gift taxes on your financial legacy.
  • Life's Milestones Tax Planning: Tailored tax strategies for major life events, from education and retirement planning to charitable giving.

Ready to Optimize Your Business?

The complexities of owning a business shouldn’t overshadow the important moments in your life. Contact us using the form below to discover how we can provide peace of mind, ensuring you're compliant while minimizing your overall tax liability and supporting your financial goals.

Team Leaders

Client Testimonials

  • My wife and I were in the middle of a business acquisition. At the time our current accountant was really dropping the ball. With the quick commitment and dedication from Aaron Althouse, Patti Wildasin, and the SEK crew, our biggest problems were soon resolved and the books up to date. As new business owners there was a multitude of new things to learn and understand. They provided efficient training and support to get us operating smoothly and with minimal issues. To put it simply, we are so pleased with our service. 10 out of 10 would recommend the professional services from SEK. 

    Zachary Mortimer

    Owner
    York Sheet Metal, Inc.
  • We've had the privilege of working with SEK for more than 20 years, and their consistent professionalism, accuracy, and strategic guidance have been invaluable. They understand our business, anticipate our needs, and always go the extra mile to ensure our financial health and compliance.  A trusted partner in every sense.

    Berthold & Shelly Wendeln

  • I can’t say enough about the exceptional service we’ve received from SEK over the years. From the very beginning, they were instrumental in helping my husband with all his business accounting needs. Their expertise, professionalism, and attention to detail gave him such peace of mind, allowing him to focus on what he did best, knowing SEK had everything else covered. Now that he is gone, SEK has continued to stand by me with that same level of support and care—guiding me through the complexities of managing things on my own. I truly don’t know what I would have done without them. SEK has been more than an accounting firm to our family—they’ve been a steady, caring presence through every season. I’m deeply grateful.

    Debbie Hynes

  • I have been working with SEK since starting our businesses 18 years ago. They have helped us grow from start-up to mature and have given us expert advice all along the way. With their recommendations, we have made smart and careful expansions and upgrades, continuously contributed to our retirements, and attentively managed payroll and all tax filings. We have received advice on how to manage our charts of accounts, when to time major purchases, and how to make the best choices for our tax position. I appreciate that their advice is professional, informed and tailored to our unique circumstances. I feel that they care about our small businesses and helping us succeed, while also helping us maintain compliance with changing tax code and reporting requirements. I am so glad we have invested in their services from day one. They helped us organize and be proactive so we could to grow our businesses well.

    Michelle Elston

    Owner
    Roots Cut Flower Farm
  • I have been with SEK for a number of years now, using them for my business and personal needs. They have always been very fast and professional in everything they have done while keeping the personal touch at the same time. They make you fell like their friend, not just another business account.

    Ned Kerstetter

    President
    The Computer Barn, Inc.
  • We highly recommend SEK to provide you with exceptional service for both personal and business matters. They have met our needs for both. We could not be more satisfied!

    A Hagerstown Business Tax Client

  • While my exposure to SEK started with the preparation of a personal tax return, it has evolved to include consultation for tax planning as well as support for managing estate and trust tax issues.  As my tax needs have grown, the SEK team has been a reliable partner by providing professional insight and guidance on a timely basis. To have this type of support at my fingertips is of immeasurable value to me as I navigate the everchanging world of taxes.

    Bob Bennis

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