Industry-specific strategies to help you maximize your real estate portfolio’s return on investment.

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5 Costly Mistakes Every Business Owner Makes

Our expertise includes residential and commercial real estate investors, commercial developers and property management companies. Our industry-specific strategies help you maximize your portfolio’s return on investment.

We’re prepared to help you with more specialized Real Estate services such as income and excise tax preparation and strategic tax planning, development and tax credit applications and cost segregation studies. Our firm can also provide financial forecasts, budgets, projections and feasibility studies, cash flow modeling and analysis and depreciation schedule calculations.

Lastly, our options for debt structuring, equity financing transactions, purchase and sales advisory services and Like Kind Exchanges — 1031 — can help benefit your business planning and financial strategies.

Outsourced Accounting

Most businesses get by with basic accounting and bookkeeping without performing high level analysis or planning. We work closely with businesses to help them make smarter and more informed business decisions. We provide outsourced Controller and CFO services as keystone services for helping businesses become more proactive and visionary in running their companies.

Browse Outsourced Accounting Service Plans

Consulting & Planning

Since we serve clients in a number of industries, we are able to offer a variety of consulting options.


Our tax services include exploration of appropriate credits as well as estate planning, succession planning, ESOP formation and more.


We offer audit procedures customized to your needs, as we’re always striving to search for ways to improve your efficiency and profitability.

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