Industries We Serve
Tailored accounting structures and strategic tax compliance for high-growth sectors.
Real Estate & Property Management
Real estate investments carry highly complex tax implications. Proper management of depreciation schedules, interest deductions, passive activity loss regulations, and structured exits can make a difference of hundreds of thousands of dollars in annual returns.
Our specialized accountants assist real estate developers, brokers, property managers, and individual investors in maximizing tax-deferred growth.
Key Services We Offer:
- 1031 Exchange Audits: Tax-deferred property swaps.
- Cost Segregation Studies: Accelerated depreciation paths.
- Passive Loss Optimization: Leveraging Real Estate Professional Status (REPS).
- Property Bookkeeping: Tracking tenant security deposits & ledgers.
Healthcare & Medical Practices
Medical practices, clinics, dental centers, and mental health professionals face distinct compliance frameworks. Keeping patient billing records secure under HIPAA guidelines while maintaining transparent accounts is vital to avoid regulatory audits.
We help medical practitioners structure partner distribution plans, track supply chain overheads, optimize S-Corporation salary-to-distribution ratios, and coordinate payroll.
Key Services We Offer:
- Partner Distributions: Formulate equity-based draws.
- S-Corp Salary Compliance: Structuring reasonable compensation audits.
- Medical Inventory Audits: Tracking clinical supply depreciation.
- HIPAA Books Integration: Keeping ledgers decoupled from patient health records.
Technology & SaaS Startups
Fast-scaling tech companies require agile financial setups. Standard cash-basis accounting is insufficient once venture funding, subscription revenue deferrals (ASC 606 standards), and multi-state employment compliance become factors.
Our advisors help tech startups secure federal and state R&D tax credits, formulate ESOP option pools, and track software capitalization limits (Section 174 guidelines).
Key Services We Offer:
- R&D Tax Credits: Saving up to $250,000 yearly in payroll offset.
- ASC 606 Revenue Recognition: Structuring deferred subscription metrics.
- Multi-State Nexus Compliance: Tracking remote worker sales nexus triggers.
- Sec. 83(b) Election Strategy: Managing early-exercise stock distributions.
E-commerce & Retail Brands
E-commerce operators deal with hundreds of transactions across various sales channels like Shopify, Amazon, and WooCommerce. The supreme challenge is tracking state sales tax nexus thresholds established under the South Dakota v. Wayfair ruling.
We automate inventory cost-of-goods-sold (COGS) tracking, reconcile merchant payment gateways, and manage multi-state sales tax filings.
Key Services We Offer:
- Wayfair Nexus Reconcile: Real-time sales transaction monitoring.
- Payment Gateway Audits: Reconciling Stripe, PayPal, and merchant fees.
- Inventory Valuation COGS: Structuring FIFO/LIFO ledger systems.
- Sales Tax Remittance: Automated monthly state returns filing.
Professional Services & Agencies
Marketing agencies, consulting firms, IT consultants, and law firms focus on time-based assets. Reconciling client retainers, managing contractor payments (1099s), and tracking billable hours are essential elements of accounting.
We structure high-yield retirement accounts (like SEP-IRAs or Solo 401ks) and tax-efficient profit distributions to keep service founders compliant.
Key Services We Offer:
- Retainer Reconciliations: Tracking unearned revenue liabilities.
- 1099 Contractor Audits: IRS worker classification reviews.
- Retirement Planning: SEP-IRA and Solo 401(k) allocations.
- Pass-Through Income Limits: Maximize Section 199A QBI deductions.
Construction & Contractors
General contractors, builders, and tradespeople manage dynamic cash flows. Projects frequently span multiple quarters, necessitating percentage-of-completion (PCM) accounting methods for tax filings.
We align job costing, track equipment depreciation, verify compliance with state tax withholding rules, and help manage subcontractor insurance allocations.
Key Services We Offer:
- Percentage of Completion: PCM tax calculations for long projects.
- Equipment Depreciation: Sec. 179 and bonus depreciation logs.
- Job Costing Setup: Tracking labor, material, and permit bills per job.
- Subcontractor Compliance: W-9 collections and 1099 reconciliations.