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Real Estate

Real estate development and property management

We have been serving the real estate development and property management industries for more than thirty years. We know the real estate industry. Our clients include land and building developers, property management companies, real estate agents and mortgage brokers. We provide personalized service to develop strategies and recommendations designed to maximize profits while minimizing taxes. Our goal is to become a trusted advisor to your management team. Our services include, but are not limited to:

  • Preparation of compiled, reviewed or audited financial statements that conform to industry standards required by bonding companies and banks.
  • Preparation of all business tax returns including corporate, partnership and fiduciary filings.
  • Tax planning and projections for both the business and the business owner designed to minimize income taxes.
  • Assistance in obtaining financing, including compiled forecasted or projected statements of income and cash flow and personal financial statements.
  • Business succession planning.
  • Assistance in selection and implementation of software packages.
  • Job cost systems evaluation and design.