Family & Independent Businesses

Family & Independent Business Accounting & Advisory

Helping our clients navigate the tough choices unique to family businesses.

Trusted Advisors

Family and independent businesses face unique challenges. You not only have to achieve operating efficiency and profitability, address capital funding and cash-flow management, strategically stay competitive, grow and increase your businesses value, you also have to manage the complexities of operating in a climate in which business and family concerns can become intertwined.

Ready to get started?

Call us at (413) 536-8510

Family & Independent Business Accounting Services

The accountant you work with must understand this dynamic and provide you with the tools, resources and advice you need to help you navigate your unique circumstances, achieve your fiscal goals and plan for succession.

MBK provides family and independent businesses in the Pioneer Valley and beyond with targeted accounting, tax and advisory services. As an independent business with family business roots, we are well positioned to help your company grow, thrive and transition.

Strategic planning

Transition planning

Compensation planning

Operational reviews

Performance measurement

Governance policies

Merger, acquisition & joint venture consulting

Job descriptions, agreements and performance reviews

Governance policies

Estate planning

Income and gift tax planning

Charitable planning

Work With Our

Experienced Accounting Team

Submit any inquiry or request for proposal (RFP) below.

Family & Independent Business Accounting Insights

Underpay your 2023 Taxes? Consider Filing an Amended Tax Return

By Katrina Arona • January 13, 2025

Did you underpay your 2023 taxes? Consider filing an amended tax return.

Managing the Business Interest Deduction Limitation

By Katrina Arona • January 10, 2025

At one time, businesses were able to claim a tax deduction for most business-related interest expense. But that changed with the enactment of the Tax Cuts and Jobs Act (TCJA). The TCJA created Section 163(j), which generally limits deductions of business interest to 30% of a company’s adjusted taxable income, with certain exceptions.

MBK hosted the EANE Finance Roundtable

By Katrina Arona • December 31, 2024

On December 13th MBK Partner James Krupienski, Manager Dan Eger, and Tax Supervisor Olivia Calcasola joined EANE President Allison Ebner for a special hybrid Roundtable discussion with business leaders of the Northeast.