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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
  • Land Developers
  • Contractors
  • Roofers

What We Do For You



  • Financial statements
  • Payroll



  • Quarterly and annual tax returns
  • Tax reduction strategies
  • Balance sheet planning



    • Financial statement audits, review and compilation
    • Employee benefit plan audits
    • Internal control reviews
    • Agreed-upon procedures



      • 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


      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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