714.505.9000 cpas@hmwccpa.com

Family-Owned Business

Family-Owned Business

Family-Owned Business

Family-owned businesses are a powerful economic force and are represented across the full spectrum of U.S. companies, from small businesses to large corporations. Companies like yours encounter a unique and often complex variety of accounting, tax, financial, and business management issues.

Another challenge family-owned businesses face is succession. Successful transitions require strategic planning by an experienced CPA who will assist you in developing a succession plan that will help your business beat the odds, continue to grow, and thrive into the coming generations.

Since 1968, HMWC has specialized in serving the financial and tax needs of family-owned businesses and their owners throughout Southern California.

Over these many decades, our team has served businesses in numerous industries. This experience gives us the insight to provide creative solutions to ever-changing needs and issues. We help you overcome challenges in your day-to-day operations and identify opportunities on the horizon.

“I don’t mind paying my fair share of taxes,” says GM Jeff Wallace. “I just want to continue to find ways we can keep some of what we earn. HMWC helps us proactively plan so we can do just that.”

Jeff Wallace

GM, Aqua Ben Corporation

Services for Family-Owned Business

Audit & Accounting

  • Audits, reviews and compilations
  • Interim and pro-forma financial information
  • Evaluation and design of internal accounting systems

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Tax Compliance and Consulting

We provide a full range of tax compliance, planning, and consulting services for corporations, partnerships, and individuals, as well as trusts and estates.

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Business Advisory

  • Strategic and tactical planning
  • Reorganization and restructuring
  • Lease/purchase analysis
  • Mergers & acquisitions
  • Pension planning
  • Estate planning
  • Business valuations

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Pension Plan Consulting

Whether you are a start-up or growing enterprise, you’ll appreciate our hands-on involvement and support. As tax consultants and business advisors, we work with our clients and their third party administrators to custom design plans to meet each company’s specific needs.

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Client Accounting Services

  • Business formation and planning
  • Financial management
  • Recordkeeping
  • Employment matters
  • Software selection
  • Referrals to Other Professional Services

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Mergers & Acquisitions

Business owners appreciate our connections and expertise in mergers and acquisitions, corporate finance and bank financing services. These can be critical for the growth and expansion of your business. Click here for more information. 

Forensic Accounting

Forensic Accounting

Our forensic accountants investigate and assess misappropriation of funds, accounting re-statements, as well as advise on preventative measures to protect our clients.

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Business Valuation

Having an experienced CPA firm prepare your valuation can be a critical edge in supporting your valuation whether it’s presented to shareholders, partners, employees, or the Internal Revenue Service.

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Financial & Estate Planning

Financial security is an important goal for all business owners, whether they are starting up or nearing retirement. Our specialists offer a unique set of abilities to help you achieve your goals. We also help business owners with issues such as succession planning, estate planning and gifting programs.

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Investment Advisory

Our affiliate Yosemite Capital Management, LLC provides investment advisory services, capital management, and portfolio planning. 

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HMWC CPAs & Business Advisors is a proud sponsor of @OCBizJournal Family-Owned Business Awards! 

To learn about the event please visit: http://www.ocbj.com/bizevents. Information on the nominees will be available in the FOB special report which will publish May 20th, 2019.

Client Spotlight

Periodically we share the unique story of one of our family-owned business clients. We’re excited to work with each of them, and watch as their businesses grow, expand, and transcend generational lines.

View additional Client Spotlights below.


17501 East 17th Street, Suite 100

Tustin, CA 92780











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