Real Estate

Certified for occupancy

Remodels or new builds, commercial or residential,  syncing tax planning with real estate project timelines can make completion feel that much sweeter. 

Our certified public accountants are move-in ready

Before you break ground

From the acquisition and financing of a large office building to the small development of single family homes, each client and transaction is given the full attention of dedicated, experienced professionals. To maximize the positive impact of planning, call us well before you pick up a shovel. 

Keys, please

We provide a wide array of audit, tax and advisory services to the real estate community. Hand over the keys to your tax planning needs, and we will take care of the tax planning.  Our goal is to help clients structure sound transactions, examine their operations, and plan to help maximize potential returns and build future success.

Specialty services for real estate

  • Tax preparation and planning
  • Like-kind exchanges
  • Transaction planning and consulting
  • Entity and accounting method selection
  • Tax increment financing consulting
  • Land banking
  • Conservation easements
  • Syndicated partnerships
  • Self-directed IRA Real Estate investment planning and reporting
  • Accounting and bookkeeping services
  • Compilation, review, and/or audit of financial statements
  • Estate and succession planning

Memberships + Certifications

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Find the right advisor for you

Your trusted “go-to” business advisor is a step away. Find your fit, or contact us to suggest a match.  

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All the services you’ll ever need

We help identify what you may need now and what may be coming down the pike.