Real Estate
It’s our business to understand the nuances of your business, where subtleties such as the difference between investor versus dealer roles and careful cost segregation can play huge roles in your taxes due.
WHO WE SERVE
- Brokers
- Builders
- Investors
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- Land Developers
- Contractors
- Roofers
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WHAT WE DO FOR YOU
Accounting
- Financial statements
- Payroll
Tax
- Quarterly and annual tax returns
- Tax reduction strategies
- Balance sheet planning
Audit
- Financial statement audits, review and compilation
- Employee benefit plan audits
- Internal control reviews
- Agreed-upon procedures
Consulting
- Financing
- Projections
- Partnership agreement review and analysis;
verification that verbal agreements and allocations
are accurately documented
Retirement plans & pensions
- Plan setup and design
- Plan testing
- Filing Form 5500 Series
- Plan documentation
- 401(k) plans offered with highest 3(38) level of investment fiduciary management
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Mergers & acquisitions
- Preparation prior to sale
- Testing cash flow of agreement
- Tax implications
Business personal property tax
- Freeport optimization (through analysis of out-of-state transactions)
- Other cost-saving opportunities
Wealth Management
- Clear processes; evidence-based strategy; and client-centric implementation for accumulating and sustaining personal wealth
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