Succession Planning

Planning for a successful exit from your business can never start too early. We can assist with business advisory, legacy assessment, capital gains tax strategies, and tax efficient gift strategies as you plan your next season in life.

Generational ownership transition design
Exit strategies for outside sale
Mergers and acquisitions

Tax And Consulting Services

Any good accounting consultant knows the current tax rules and regulations but there are a handful of insightful strategists that go beyond those basic boundaries.

Family Office Services

Donna Moffett LLC serves families by being knowledgeable and proactive with financial activities across a wide spectrum of services.

Client Accounting Services

From the smallest business idea to an organization with a national footprint, Donna Moffett LLC will provide accounting services tailored to your needs.

Business Start Ups

Beginning a new venture is both exciting and overwhelming. Entrepreneurs must manage a range of areas to succeed.

Virtual Services

This service is a real money saver for our clients! No travel time and very little down time to your business.

Concierge And Family Advisory

Structuring a family office often occurs organically, with trusted personnel working with the company and its owners.

Small & Midsize Business Consulting

Our clients are able to tap into financial consulting resources that are more robust than ordinary accounting services. The success of our clients is evidence that strategic financial planning and financial analysis produce positive results.

Tax Consulting Family Office Client Accounting