Our work is not limited to these industries. We start by learning how your business earns money, who owns it, and what decision is ahead.
The industries below are some recent examples of the clients we work with. They are not a limit on who we serve. If your industry is not listed, ask. The questions we start with are the same: how the business earns money, who owns it, and what decision is coming.
Our specialties cut across industries: real estate, helping businesses grow and sell, tax representation, and international or multi-state exposure.
Projects that run across tax years, job costs, payroll, equipment, and the way ownership is structured all shape the tax result. We help owners plan the numbers, and plan an eventual sale or handoff early.
Read more →Rental accounting, depreciation, and the tax effect of buying, improving, and selling property. We help investors and developers plan, including exchanges of property that can defer tax.
Read more →Owner pay, bringing in a new partner, and selling a practice raise their own tax questions, and so does owning the building the practice uses. We help owners keep the practice and the real estate organized.
Read more →Income that swings from year to year, equipment purchases, land, and family ownership all shape the return. We help owners plan around the timing of income and expenses and the handoff to the next generation.
Inventory and the cost of making products, equipment purchases, sales into several states, and credits for research and development all affect taxes. We help owners understand each one and plan around it.
Read more →Founders and owners face questions about how the company is organized, how stock is issued and later sold, credits for research and development, and where customers create tax obligations. We help owners plan for each stage, from early growth to a sale.
Read more →Owner pay, payroll, growth, and eventually selling or handing on the business. We help you see the tax effect of each decision before you make it.
Whatever the industry, most of our work falls into four areas. Each has its own page.
01
You tell us what you are facing or planning. We listen, ask questions, and tell you whether we are the right fit.
02
If we work together, we agree on what we will do, who is responsible for what, and the fee, before the work begins.
03
We gather the facts, explain your options in plain terms, and act while your choices are still open.
Call or text an office, or the concierge. It answers any time and can book the introductory meeting.
No. These are recent examples, not a limit. Our specialties are real estate, helping businesses grow and sell, tax representation, and international or multi-state exposure, and they apply across industries.
Very likely. Tell us how the business earns money, who owns it, and what decision is ahead, and we will tell you whether we are the right fit.
No. We also work with individuals and families, including the personal returns of the owners we serve.
Last year’s returns and financial statements, and a note about the decision you are weighing.
Fees depend on what we agree to do. We agree on the scope, responsibilities, and fee before the work begins.
The Assessment is the front door for new work.