Since we focus on small- and medium-sized businesses, we give our clients and their businesses the attention they deserve. We work closely with our clients to meet their individual needs, to understand their business, and to tailor each engagement specifically to help them achieve their goals. Our partners, professionals, and administrative staff work in a variety of industries and disciplines, and we have developed special expertise in a variety of fields including:
Individual investors and large development companies alike are well-positioned to benefit from the expert tax strategies and financial expertise that our tax professionals provide. We partner with property owners to maximize tax benefits through proper valuation, lease negotiation, business operations, and equipment maintenance programs.
Unique challenges our firm will assist you with include:
- OSHA compliance
- Bonding requirements
- Maximizing “Section 199” deduction
- Property acquisition
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.
Many great opportunities present themselves to the manufacturing industry – especially to those firms who can compete in the ever-changing global marketplace. We can help you increase your market presence by creating a logical game plan to reduce the costs of resources and increase your profit margins, thereby allowing your business to achieve its financial and strategic goals. Some of the services we provide include:
- Supply chain consulting that can shorten your delivery time through just-in-time inventory management.
- Accounting advice related to labor shifts, technological investments, audits and globalization.
The healthcare field is continually producing significant challenges to physicians and hospitals. Proliferating regulations and paperwork combined with dwindling reimbursement for medical services make it hard to meet your financial commitments as a healthcare provider.
The key to staying competitive in this environment is to partner with a dedicated accounting firm that specializes in health care. Our office can assist you in financial matters related to health care reform, medical research, malpractice litigation, and social service agencies so you can devote more of your time to caring for your patients.
No matter what role your organization has in the not-for-profit sector, managing costs, competing for funding, and generating and maintaining membership is a constant challenge. Our firm is ready and able to help your not-for-profit organization handle audits, reviews, tax-exempt issues and estate gifts.
Types of organizations we support include:
- Social service agencies
- Arts foundations
- Educational institutions
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.
Owning and managing a restaurant, resort, hotel, or golf course demands plenty of business experience and tax law knowledge. Controlling inventory and labor costs requires smart financial analysis and forecasting, and our firm can help your company with everything from tip credit compliance to sales tax audits.
By partnering with you in the financial management of your company, we can help you plan for the future while reducing your tax burden and capitalizing on market trends.
Successful retailers minimize inventory investment and labor and operation costs while grappling with competition and large economic changes like consumer confidence and interest rates. Our tax professionals are ready to assist you in everything from store profitability analysis and supply chain management to regulatory compliance and industry-specific tax credits.
Businesses we partner with include:
- Large and small brick-and-mortar stores
- Mail-order businesses
- Online retailers
- Auto dealerships