We cater to several industries including but not limited to the following:

Real Estate

Whether you’re constructing a property, holding land for investment, engage in property management, or are in the business of selling new or remodeled homes, let us help you every step of the way. We can assist with filing the necessary tax returns or consult you on the ideal tax entity to hold your real estate assets. We have experience with both residential and commercial properties. We can also assist in analyzing asset classes that have favorable accelerated depreciation to minimize your tax liability.

Nonprofits

Nonprofits have various compliance requirements. Whether it’s the preparation of the annual tax return or the audit/review of an annual financial statement, we can perform these services in a timely and effective manner. We want your organization to remain compliant while accomplishing its mission statement. There are many forms that need to be filed to the various federal and state agencies to ensure transparency and we can assist with these. We have experience in public charitable entities and private foundations.

Healthcare

Whether you’re a medical professional or a medical organization, we can assist with compliance and consulting services. We have experience with tax planning for doctors, nurses, and other healthcare professionals. We have experience in auditing/reviewing financial statements for healthcare organizations for full compliance with bylaws or agencies.

Cost Accounting

Some industries require presenting certain assets by capturing all the costs associated with it on the balance sheet. This is really common in real estate construction, manufacturing, and agriculture. Costs to produce the inventory items need to be analyzed and captured and reported in a specific way. For tax, the entity may or may not be able to report on a cash basis. They may or may not also be subject to Section 263A. Whether you need financials to be presented under GAAP or want to deduct certain costs under the IRC, we can help you in the preparation of these reports.

High Net-Worth

If you have a heavy portfolio with a lot of moving parts, such as being a business owner with interests in various companies, or a large brokerage account, retirement account, or own various real estate properties, it’s important to know how your personal taxes are affected. Investments within your brokerage accounts may have gains, losses, interest, and dividends and can have an impact as well. Different forms of retirement income could also have different tax consequences. It’s always wise to have life insurance and business insurance for your various ventures. Whatever the case, let us help you plan for your tax situation and minimize your tax liability. Tax planning for the present, your retirement, and your estate can be beneficial for you and your family, and beneficiaries.

We have experience in various other industries as well that many small business owners venture into. Contact us today for more information.