Who We Serve
Beyond accounting. We care.
We help businesses, professional practices, and families simplify their most complex financial and tax decisions.
150+
Real Estate Entities
300+
Businesses
400+
Individuals
100+
Trust and Estates
Real Estate
Real estate developers, sponsors, cooperatives, condominiums, and family offices.
- 1031 exchanges & cost segregation
- Partnership & K-1 reporting
- Multi-state apportionment
- Sponsor & investor structuring
Private Clients
Executives, founders, and multi-generational families with significant wealth.
- Multi-year tax planning
- Estate & gift structuring
- Trust administration
- Family office support
Fashion and Home
Apparel and home brands — wholesale, retail, inventory, and showroom operations.
- Inventory & cost accounting
- Wholesale & retail reporting
- Sales/use & indirect tax
- Showroom & seasonal cash flow
Law Firms
Solo, boutique, and mid-size firms — partnership accounting, IOLTA, partner planning.
- Partnership accounting & draws
- IOLTA & trust accounting
- Partner tax planning
- Cash-to-accrual coordination
Professional Service Firms
Architects, physicians, consultants — entity selection, retirement, comp planning.
- Entity selection
- Retirement & comp planning
- Equity compensation
- Cash flow management
Entertainment
Artists, producers, and theatres — royalties, residuals, and production accounting.
- Royalty & residual tracking
- Touring & production accounting
- Loan-out entity structuring
- Multi-state & international tax
Schedule a Call
Let's talk about your numbers.
Schedule an introductory call. We'll learn about your situation and show you how an integrated team can simplify your tax, accounting, and advisory work.