Industries We Specialize In
Construction
Our firm has cultivated a team of devoted professionals who specialize in the construction industry. This allows us to manifest your goals into crystal clear focus while offering appropriate and cost-effective services.
The construction industry often presents time-sensitive requirements and complex challenges. Our firm has direct and quick access to a range of specialized resources, expertise, and advisors to help our clients navigate their unique needs.
Our approach is to initiate every engagement by working with (and listening to) clients to determine their key issues and develop strategic custom solutions. Let us be your trusted business advisor.
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Financial statement preparation: audits, reviews, and compilations
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Evaluation of bonding needs and bonding lines
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Bank financing
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Cash flow projections and budgeting
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Year-round tax planning
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Pandemic relief incentive advisory (PPP, ERC)
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Credit for Increasing Research Activities (R&D Tax Credit)
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Income tax accounting for long-term construction contracts
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Look-back planning and related compliance
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Business tax return preparation
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Shareholder/partner individual tax return preparation
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Income tax audit representation
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Sales tax audit representation
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Union/insurance audit representation
Real Estate
The real estate industry is ever-changing based on economic cycles, demographic trends, and swings in the supply of and demand for space across property types. Disruptions bring new risks and opportunities. Transactions must be carefully analyzed and structured to achieve target returns, and investors must have the asset management and reporting capabilities to monitor and react to market changes. Real estate investment vehicles, whether family controlled, funds or private companies, must be run efficiently yet preserve an environment of controls to prevent loss.
In this dynamic environment, our firm supports clients beyond accounting and tax planning with a broad array of advisory services designed to meet the changing needs of real estate owner/managers, developers, and investors. Our approach is to build deep client relationships and become trusted advisors, providing strategic, transactional and risk management advice to the front office, as well as streamlining back-office functions through outsourcing arrangements. We support the growth of new and mature real estate investments and help family real estate businesses create the governance required to maximize returns while maintaining family harmony. Most importantly, we listen to our clients to recognize their goals and concerns and respond with the right strategy and services to conquer their unique challenges.
Our firm concentrates on a variety areas of client support, delivered across the spectrum of real estate industry participants and asset classes.
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Strategic planning
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Operational efficiency and internal control reviews
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Debt advisory services
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Acquisition due diligence
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Qualified opportunity zones
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Property accounting
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Government reporting compliance
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Outsourced CFO
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Outsourced controller
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Business tax return preparation
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Shareholder/partner individual tax return preparation
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Income tax audit representation