Areas of Practice

Real Estate Investors, Developers, and Professionals

We speak real estate and have decades of experience working with and being a part of the real estate community.   

Whether you are a new or seasoned real estate investor; an investor tackling a 1031 exchange; looking for an accountant who understands the power of a cost segregation study for massively lowering taxes and accelerating the growth of your real estate portfolio; interested in potentially taking advantage of the often-mentioned 'short term rental loophole'; are a top producing mortgage broker or REALTOR; or are a builder, we have been there, done that, and can help make your life easier. 

We tend to find sooner or later, whether our clients are a business owner, investor, or highly compensated individual, they virtually always turn to real estate due to the tax advantaged nature of this asset class if they have not already done so.  Whether you are already involved in real estate or still thinking about it, we have the experience and knowledge needed to effectively help and guide you

Medical Professionals

We have a number of doctors, dentists, and veterinarians as clients.  As a practice owner, your time is best served focusing on driving revenue, not doing the accounting.

Let us take care of your monthly accounting, manage payroll filings, take care of all tax return and compliance needs, provide ongoing tax planning, and teach you how to use your business as a wealth creation tool.

Business Owners

Small to medium sized businesses are the backbone of America.  They provide most of the jobs in this country and are the main tool responsible for creating family wealth when properly managed.  Properly managed being the key.  According to a U.S. Bank study, 82% of business failures are due to poor cash management. As a business owner, you need an accountant on your team who can help you navigate the road to success.

Skilled Trades

People who work in the skilled trades are often overlooked.  This is crazy when you think about it, as they are responsible for building and maintaining the infrastructure of this country. 

When you work in the skilled trades and are in business for yourself you probably went into business to do the thing you love to do – whether you are a plumber, pipefitter, electrician, mechanic, machine shop owner, own an HVAC business, etc.  You didn’t go into business for yourself to deal with accounting statements, run payroll, file quarterly taxes, prepare and file annual taxes, or deal with the 101 other paper and electronic tasks which come with owning a business. 

Working with us frees you to find more customers and drive sales while we take care of everything else.