Tax & Accounting Solutions for Your Business

It’s a myth that creative types aren’t great with numbers—you’re constantly measuring and analyzing click-through rates, open rates, ROI, and the results of A/B tests for your clients. But every minute you spend dealing with the numbers on the accounting side is time you don’t get spend optimizing social media campaigns.

Let us take over the finances while you get back to studying demographic data and Google algorithms. While your next campaign goes viral, we’ll help you with:

• Tax planning and preparation
• Accounting & auditing
• Strategic planning
• Day-to-day processes
• Human resources assistance

Architecture and design firms operate with a high degree of complexity and risk. Projects may get put on the fast track or delayed for months, even years, if funding disappears.

Managing these varying rates of cash flow is crucial to your success. Let our team of experienced accountants handle your finances while you get back to building codes and AutoCAD. We can assist you with:

• Tax planning
• Accounting & auditing
• Business valuation
• Strategic planning
• Day-to-day processes
• Estate/business transfer planning

Construction projects are unpredictable and include working with various sub-contractors, managing budgets, and securing permits—just to name a few of the things you’re juggling.

As you manage your team’s schedule and client’s expectations, our team will assist the details of your financing, tax regulations, and day-to-day processes, because getting the little things right can mean the difference between asking for another extension or larger budget and an award-winning project.

Keep your attention on the work site while we guide you through:

• Accounting & auditing
• Acquisition & joint ventures
• Construction & redevelopment
• Cost segregation studies
• Estate/business transfer planning
• Refinancing & recapitalization
• Tax planning

It isn’t easy to provide financial services today. There’s a constantly shifting economy, growing demands from customers, ever-tightening regulations and restrictions, and constant market pressure.

You need to innovate while complying with myriad regulations, streamline your already-efficient processes, and make sure your risk management strategies are the best out there. With our professional accounting team, you’ll be able to make those decisions with the advice and guidance of trusted experts.

You’ll be able to provide an even better customer experience while we assist with:

• Financial statement audits
• Audits of agreed upon procedures
• HUD LEAP submissions
• Fannie Mae/Freddie Mac/Ginnie Mae MBFRF quarterly filings
• HMDA reporting
• Multi-state tax reporting
• Revenue recognition
• Evaluation of loan loss reserves
• Current pronouncement and disclosure consultations
• Bank financing assistance
• Mergers & acquisitions
• Business valuations
• Partner & employee compensation plans
• Estate planning
• Strategic planning

In the healthcare industry, it’s vital to stay on top of the ever-changing regulations, legislative requirements and government programs.

You’ll find an experienced partner with our team. With our deep knowledge of healthcare reform issues, you’ll be well-equipped to handle changes and new challenges. Watch your business opportunities grow as we assist you with:

• Accounting & auditing
• Benefit plan audits
• Corporate & partnership structuring
• Internal control evaluations
• Mergers & acquisitions
• Practice management
• Retirement & estate planning
• Strategic planning
• Tax planning & compliance

Every day, you’re looking for ways to control costs and increase profits without sacrificing service or customer experience. In a hyper-competitive industry with razor-slim profit margins, every tiny detail adds up.

Get an edge over your competitors and handle anything from rising costs to changing consumer tastes with our experienced accounting team. We work with all facets of the restaurant and hospitality industries and assist with:

• Accounting & auditing
• Day-to-day processes
• Tax planning
• Sales tax/food & beverage tax compliance and reporting
• Bill pay
• Cash flow management

Setting prices, managing suppliers, controlling profit margins—it’s challenging enough without considering how it all affects your bookkeeping.

With our experienced team guiding you, you’ll have more confidence in your decisions about how best to manage your inventory. We can walk you through buy-sell agreements or international taxes as your company grows.

You’ll be able to focus on outdoing your competition as we handle:

• Accounting & auditing
• Buy-sell agreements
• Executive compensation planning
• International business & tax considerations
• Supply chain management
• Cash flow controls & analysis
• Competitive analysis
• Day-to-day processes
• Financial reporting
• Inventory management
• Sales tax reporting & compliance
• Tax planning strategies
• Technology & software analysis

What was once a fairly simple and well-defined industry has exploded to include an incredible array of new media and formats. The lines between creators and consumers have blurred and it’s essential to adapt and evolve with new technology.

Stay competitive and agile in this new landscape with our team. We’re here to guide you and make sure you have the resources you need to create, acquire, and publish excellent content. We’ll help you with:

• Accounting & auditing
• Royalty and rights calculations
• Licensing contracts
• Financial statement reviews
• Tax planning
• Auditing support

Your focus is on changing lives every day, and nothing feels better than reaching a fundraising goal, delivering donated items, getting a grant award, or hosting a successful event. But behind the scenes, you’re also working to maintain compliance, report your financial properly, and stay financially viable.

Our accountants understand the unique financial needs of the nonprofit sector and will be proud to support you as you work towards your mission. We can assist you with:

• Structuring the operations of new organizations to qualify for tax-exempt status
• Applying for recognition of tax-exempt status
• Planning and consulting regarding Unrelated Business Income Tax (UBIT)
• Private foundation excise taxes (net investment income, annual distribution requirements, self-dealing, jeopardizing investments, excess business holdings and taxable expenditures)
• Assisting with all nonprofit compliance services, including preparation of Form 990, Form 990-PF, Form 990-T, etc.

Every time the economy shifts, a new trend hits, or a change in the tax code goes through, your business is affected. The demand for your services, the cost of your supplies, or the expenses you can and can’t write off may vary drastically from year to year, or even month to month.

When you partner with our team, you’ll know exactly what, when, and how to report financial info. We’ll help you keep track of new tax regulations and advise you on decisions like when to purchase new equipment or if you should hire a contractor or full-time employee.

Spend your time serving your clients and let us handle:

• Financial statement review
• Tax planning and preparation
• Profitability and analysis
• Strategic business planning
• Human resources assistance

In the real estate industry, whether you’re a broker or a developer, dealing with residential or commercial, you can only think big if you’ve paid proper attention to the small details. The fine print of a contract or tiny increase in an interest rate makes a huge difference in your deals.

You can trust our experience from years of working with every facet of the real estate industry, including brokerage and sales firms, developers, property management, and others. We’ll help you with everything from risk assessment to tracking tax and interest rates, along with:

• Accounting & auditing
• Acquisition & joint ventures
• Construction & redevelopment
• Cost segregation studies
• Estate/business transfer planning
• Refinancing & recapitalization
• Tax planning
• Job cost estimating

Depending on your retail industry specialty, your business may be fairly steady throughout the year, extremely seasonal, or somewhere in between. This industry is fast-moving, highly sensitive to trends, and subject to complex regulations in everything from labor to shipping across state lines.

We’ll help you make the best financial decisions to lay the groundwork for growth and long-term success. Our accountants are experts in the complicated world of regulations, tax requirements, and reporting required of the retail industry. Let us help you with:

• Accounting & auditing
• Buy-sell agreements
• Executive compensation planning
• International business & tax considerations
• Vendor & inventory management
• Cash flow controls & analysis
• Competitive analysis
• Day-to-day processes
• Financial reporting
• Inventory management
• Sales tax reporting & compliance
• Tax planning strategies
• Technology & software analysis

In the tech industry, it’s all about maximizing efficiency and opportunities for growth. We’ve worked with both start-ups and established corporations to create a customized, detailed tax plan to do just that. Ensuring you are making the best of corporate tax rates and are in the best position to expand; nationally or internationally.

While you work to change the world, we’ll help you with:

• Accounting & auditing
• Asset impairment
• Business combinations
• Financing options
• Research & development costs
• Revenue recognition issues, including gross vs. net presentation
• Stock options
• Tax planning
• Website & software development costs

Residential cooperative and condominium developments face a variety of issues, including risk assessment, building maintenance, zoning and building codes—along with specific reporting requirements and regulations.

Having worked with more than 150 coops and condo associations, our experienced team can help you with:

• Certified audits
• Shareholders’ tax reports
• Federal, state, & local tax returns
• Assistance with budgets & forecasting