Effective . Accessibility . ValueAdded


Services Offered

The recurring work will consist of compliance services in the form of tax return preparation, tax projection estimation, along with automation and maintenance of such systems.

Income Tax Services

The consulting services we deliver consist of project based planning and tax return preparation. Our tax planning and consulting services will involve a host of strategies that are designed to defer or eliminate income or estate/gift tax. Consulting concepts include:

  • Choice of entity
  • Partnership agreement review and negotiation assistance
  • Partnership restructuring and tax basis shifting opportunities
  • Debt versus equity characterization benefits
  • Cost segregation studies for accelerated depreciation categorization
  • Related party transactional planning objectives
  • Creative like-kind exchange strategies and parking arrangements
  • Capital gain characterization planning and posturing
  • Accounting method adoption and change requests
  • Debt restructuring or modification
  • UPREIT and Down REIT transaction structuring and negotiation
  • After tax cash flow projection analysis
  • Family wealth transfer
  • Utilization of bondable leased properties
  • Foreign accounting and reporting

Business Advisory Services

Our real estate business advisory services will include a host of associated services that would allow for synergy within a resource network and within the capacity of our planned business model. Non-tax business advisory services would include the following prospective areas:

  • Corporate and project level cash flow modeling assistance
  • Back office stabilization assistance on a loaned staff basis
  • Capital access networking assistance
  • Special reporting needs
  • Accounting department personnel assistance with interview and evaluation
  • Business planning concepts and drafting assistance
  • Back office management assistance

Tax Services

Tax Planning & Preparation

Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

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IRS Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

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Consulting Services

Business Succession Planning

Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.

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Buying & Selling a Business

Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.

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Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

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Financial Planning

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

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Retirement Planning

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

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Management Advisory Services

Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success.

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Business Consulting

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

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Pension & Profit Sharing Plans

Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs…) can provide significant tax advantages for closely held businesses and self-employed individuals. Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.

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Investment Review

As you develop your investment strategy, we will act as your sounding board. We can help you and your investment advisor build an investment portfolio that takes into consideration the impact of taxes and produces a favorable after-tax return.

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Debt & Financing Services

Debt management and the evaluation of financing options are issues that an experienced professional deals with every day. Let us use our experience to assist you in securing financing for your personal or business needs or consolidating your current debt to a more manageable level.

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Business Entity Selection

Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

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Cost Segregation Studies

In-Depth segregation and classification of each item in the building will help you save money on your income tax returns.

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