Services

Duggan & Massey provides a variety of services to answer the unique needs of closely-held businesses and high net worth individuals. Allow the professionals at Duggan & Massey to be the experts that complete your business.

Some of the services we provide for closely held businesses:

• Business Development
• Buy/Sell Agreements and Business Succession Planning
• Business Valuation
• Accounting Compliance & Assurance Services
• Tax Planning and Preparation
• Compensation, Benefits and Retirement
• Retirement Plan Administration

Some of the services we provide for high net worth individuals include:

• Strategic Financial Planning
• Tax Planning and Preparation
• Estate & Gift Tax Planning
• Retirement Planning
• Investment Advisory