Business Details
37 Years
experience
Certified Public Accountants in Concord, NH
Howells Business Consulting & CPA Firm, LLC has provided expert accounting, tax, and financial advisory services since 1989, combining deep industry experience with personalized client care. Our team, led by CPA Howells Business Consulting & CPA Firm and Associate Accountant Kaylee L. Montminy, specializes in business strategy, estate planning, and compliance solutions tailored to entrepreneurs and individuals. With decades of combined experience, including academic instruction and published tax expertise, we deliver strategic guidance that aligns with evolving regulatory standards.Our commitment to transparency, client education, and proactive financial planning ensures clients navigate complex tax and business challenges with confidence. By maintaining partnerships with legal and financial professionals, we offer holistic solutions that safeguard assets, minimize liabilities, and support long-term growth.
Services
Tax Planning
Estate Planning
Probate Support
Accounting Systems Setup
IRS Audit Support
Multistate Tax Compliance
Business Succession Planning
Payroll Management
Financial Strategy
Part-Time CEO Service
Details
- Year established: 1989
Highlights and features
- We offer 35+ years of CPA experience in New Hampshire since 1989
- Specialized expertise in business succession and estate tax planning
- Part-Time CEO service provides executive-level financial oversight
- Custom accounting system setup for startups and growing businesses
- Proven track record with IRS audit support and multistate tax compliance
Associations and certifications
- Certified Public Accountants
Services
Tax Planning
Our tax planning services optimize financial outcomes through proactive compliance strategies and IRS-approved deductions. We specialize in multistate tax compliance, audit support, and entity selection to minimize liabilities. Clients receive personalized guidance on annual filings, exemption utilization, and long-term tax-efficient structures for businesses and individuals.
Estate Planning
Estate planning services focus on preserving assets through tailored wills, trusts, and gifting strategies. We navigate complex tax laws including 2024's $13.6M lifetime exemption and portability elections. Our approach ensures smooth intergenerational transfers while addressing probate requirements and charitable giving opportunities for high-net-worth clients.
Probate Support
Probate support includes preparation of final 1040 filings, estate tax returns, and IRS coordination for deceased individuals. We handle EIN acquisition, beneficiary distribution tax implications, and executor documentation. Our team collaborates with estate attorneys to ensure compliance with court requirements and timely resolution of decedent tax matters.
Accounting Systems Setup
We implement customized accounting systems including chart of accounts, automated invoicing, and expense tracking frameworks. This service provides startups and growing businesses with scalable financial infrastructure aligned with GAAP standards. Solutions integrate with payroll systems and support real-time financial reporting for informed decision-making.
Business Succession Planning
Succession planning services ensure business continuity through structured leadership transfers. We develop tailored strategies for ownership changes, including valuation frameworks and tax-efficient transition models. Our approach coordinates with legal and financial advisors to maintain operational stability during executive changes while preserving organizational legacy.
People
Howells Business Consulting & CPA Firm
Sole Member & CPA
Certified Public Accountant since 1989 with adjunct faculty experience in taxation. Published author on family law tax issues and frequent seminar speaker for legal professionals. Holds MST from Bentley University and B.S. in Accounting from St. Francis University.
Kaylee L. Montminy
Associate Accountant
Master of Science in Accounting from Southern New Hampshire University. Specializes in tax return preparation for individuals, estates, and businesses. Manages payroll systems and accounting software implementation for small to mid-sized clients.
Questions
What accounting services do you offer for startups?
We provide business entity selection, accounting system setup, and financial strategy development for startups. Our services include market analysis, budgeting frameworks, and compliance planning to establish strong financial foundations.
How do you handle complex estate tax situations?
Our estate planning addresses lifetime exemptions, portability elections, and intergenerational transfers. We coordinate with legal advisors to implement trusts, gifting strategies, and probate solutions tailored to current tax laws.
Can you assist with IRS audit representation?
Yes, we provide comprehensive audit support including documentation preparation, IRS communication, and resolution strategies. Our team ensures compliance while protecting client interests during examination processes.
What makes your business succession planning unique?
We create customized transition plans integrating valuation analysis, tax optimization, and leadership development. Our approach coordinates with legal and financial partners to ensure seamless ownership transfers while maintaining business continuity.
Do you offer part-time CFO services?
Yes, our Part-Time CEO service provides executive financial oversight including strategic planning, budgeting, and operational efficiency improvements. This solution offers access to experienced leadership without full-time executive costs.
