TAX ADVISORY & COMPLIANCE

Under Tom Goodwin’s direction, we structure complex transactions, acquisitions, and divestitures for real estate-connected businesses, startups, and high-net-worth individuals. Partnership allocation planning maximizes loss utilization while meeting business and tax objectives.

Specialized preparation for flow-through entities (partnerships, LLCs, S Corps), trusts, and closely held C Corps, with expertise in complex allocations, basis calculations, passive activity rules, and composite returns to minimize state filings.

Cross-border transaction structuring to minimize global tax liability, plus Canadian tax returns for U.S.-owned businesses operating in Canada or the U.S. Virgin Islands.

Professional representation during Federal and state audits, defending return positions and providing documentation to minimize adjustments and resolve issues efficiently.

Outsourced accounting without full-time overhead.

We provide bookkeeping and accounting services to clients to minimize their overall costs and to allow them continuity in the event of illness or employee turnover.

We offer a complete package of services for small businesses with our professionals also functioning as controllers and CFOs to our clients. While not a requirement, almost all of our clients also utilize our tax services.

We assist high net worth individuals and families with bookkeeping and bill paying services. These services are generally provided in connection with tax preparation and/or trustee roles.

For US subsidiaries of Foreign Businesses

We assist foreign companies in setting up U.S. operations and providing accounting, tax and business assistance as companies enter U.S. markets.

Our professionals have extensive financial experience in the real estate and financial world. We can assist clients in developing financial strategies for their business and related projects, often avoiding the need to hire a full time CFO.

We can assist business owners in times of financial uncertainty by reviewing legal documents and assessing their rights and obligations, assessing market conditions and evaluating business plans while providing experienced insight into possible solutions to financial difficulties.

We have substantial experience in providing creative tax structuring solutions to unique problems and have assisted many owners with tax deferral strategies.

We can assist buyers of real estate with a range of due diligence services, including review of leases in place, creation of financial models, and development of financial packages for lenders and equity investors.