Who we serve
We know what your month looks like.
Most firms publish a list of industries. A list tells you they will take your money. We would rather tell you the work, because that is the part that says whether we have done this before.
Industries and the work we do in them
Property management and real estate
Operating statements, CAM reconciliations, the monthly close.
Owner associations, developers and rental portfolios. We have done the reconciliation that the board argues about, and we know which line it always is.
Restaurants and food service
Sales tax and resort tax, daily cash, food cost.
The returns are monthly, the cash is daily, and the margin lives in a number most owners cannot see from the POS. We build the report that shows it.
Dealers and vehicle sales
Inventory valuation, floor plan, tag and title.
Units bought and sold, the cost that has to follow each one, and the financing behind the lot. The books either tie to the inventory report or they do not.
Freight, logistics and distribution
Multi-state exposure, warehousing, import and export.
Where you have filing obligations once trucks and customers cross state lines, and what the answer costs if nobody asked the question for three years.
Construction and the trades
Job costing, work in progress, retainage.
Revenue that is earned over time rather than on an invoice date, and the schedule a bonding company will ask for before it asks for anything else.
Professional practices
Owner compensation, partner allocations, entity structure.
Law firms, medical and dental practices, consultants and agencies. Usually an S corporation or a partnership, and usually the compensation question.
Retail and wholesale
Inventory, marketplace sales, multi-state sales tax.
Selling through a marketplace changes who collects the tax and who still has to file. Those are two different questions and they get confused constantly.
Nonprofits
Functional expense allocation, grant reporting, keeping the exemption.
The IRS looks at how revenue and expense are classified, not just what they total. Form 990 is a public document, and it reads like one.
Not on this list? It is not an exhaustive one, and the underlying work — a clean close, a return that holds up, somebody who answers the phone — does not change much between industries. Call and describe your situation.
And whatever you are on paper
Industry is one question. What the entity is, is a different one — and it decides most of what the return looks like.
C corporations
The return, the state filings, and the double-taxation math that decides how money actually comes out of the company.
S corporations
Reasonable compensation, shareholder basis and distributions — handled every year, not reconstructed the year somebody asks.
The S corporation pagePartnerships and LLCs
K-1s, capital accounts and partner allocations that tie out, including the ones that changed mid-year.
Individuals
Owners, executives and professionals — usually because the business return and the personal return have to agree.
Estates and trusts
Fiduciary returns, the year of death, and the coordination with whoever is administering the estate.
Foreign clients
U.S. filing obligations for owners, investors and entities based outside the country, and the reporting that comes with them.
International compliance
Pick the one that sounds like you
Every trade has a list of expenses it runs on, and that part is not a secret. Your bookkeeper has the list. Software has the list. Putting it on a website does not make us useful to you.
- Construction and the trades
- Restaurants and food service
- Property management and real estate
- Dealers and vehicle sales
- Freight, logistics and distribution
- Professional practices
- Retail and wholesale
- Nonprofits
In English and in Spanish
We work with clients in both languages, and the quality of the advice does not change between them. That includes the parts people usually lose in translation — what a notice actually says, what an election commits you to, what you are signing.
Trabajamos con clientes en Español e Inglés. La calidad del trabajo es la misma en los dos idiomas.
Not any of these yet?
If the company does not exist, that is the first thing to fix — and the choice you make in week one is the one that is expensive to undo in year three.
Our Business is your Business.
Call and a person picks up. Send a note and a person reads it. Either way it reaches somebody at the firm, not a queue.