Doing business in real estate and construction isn’t easy. New tax laws always seem to target these industries, and it’s hard to be sure you’re taking advantage of all of the opportunities available. In addition, you must navigate the nuances of how to account for purchases, investments, leases and other holdings in the most tax-advantaged way.

In addition to our traditional tax, accounting, consulting and wealth management services, we also provide specialized expertise to real estate and construction business owners:

Tax Services and Planning

Our clients are involved with everything from commercial and residential construction to leases and real estate investment. We help them with their complicated tax issues, prepare tax returns and year-end projections, and provide quarterly reporting.

It’s our goal to optimize efficiency and realize the value of all available tax benefits. We perform depreciation calculations and studies, gain and loss calculations and other various tax analyses to help you make better decisions.

Accounting and Bookkeeping

In addition to our standard accounting and bookkeeping services, we provide attest services for construction clients who need compiled or reviewed financial statements for lenders or licensing.


Our input can help you in a number of areas:

  • Buying, selling and investing analysis
  • Operating agreements and buy-sell agreements
  • Agreed-upon procedures
  • Cost segregation study assistance
  • Quarterly reports for state licensing
  • State and local tax consulting and multistate registrations