Overview

The specialists of Malin Bergquist's Closely Held Business Advisor (CHBA) niche have provided clients with scores of years of collective experience, insight and service.

Our firm provides hands on assistance to hundreds of businesses throughout Western Pennsylvania and, armed with the latest information technology, service and support clients in multi-state and international locations.

Clients rely on Malin Bergquist for services they do not currently have or to augment their current staff. Many clients need to focus all of their talents on business operations while leaving gaps in their accounting, tax and business planning. Malin Bergquist's wide range of talent and expertise helps eliminate clients’ worries, enabling them to fully concentrate on their business objectives.

We provide expert service in the following areas:

• Accounting systems and support including Quick Books Advisor Program specialists;
• Tax preparation and planning including individual, all business, non profit, estates, trusts, multi state and international areas;
• IRS audit services;
• Business formation and start up services;
• Valuations;
• Merger and acquisition planning and support; and
• Succession planning.

While we serve in a technical role, our most important job often is to just listen to and support clients with common sense advice that promotes a trusted advocate relationship for them, their partners and family. In a business sense, we serve as their personal coach, psychiatrist and confidant.