Integrated Tax, Financial Advisory and Technology Consulting - Priv. Equity, Real Estate, Prof. Services and Tech

Tax & Financial Advisory Expertise: Pass-thru Entities [Partnership, LLC & S Corp], Real Estate [all phases of life...
See More cycle for real estate, hard asset project and closely-held businesses], Start Ups [Formation, Funding and Exit], and IRS Controversy [Non-Filer, Offer in Compromise, & Bankruptcy], Securitization and Inter-generational Asset/Business Transfer

Transactional - Legal, Tax, Business and Execution [as principal's representative] Consulting Organization and Thought Leader

Industries: Real Estate, Construction, Professional Services, Technology, Securitization, Private Equity, Corporate & Project Finance, Investment Banking and Distressed Debt

We start by offering the same types of accounting and bookkeeping packages that everyone else does, then we differentiate ourselves by adding something they don’t have professionals with deep experience and technical expertise. We limit the clients we work with to industries where we have expensive experience:

Private Equity, Hedge Funds, Cash flow Based Project Finance and Financial Investors – “we love waterfalls”
Real Estate and Construction – development, operation, disposition and financing
Tech Start Ups – computer, biotech, pharma, and cannabis
Distressed Debt and Properties
Professional Services – Attorneys, Consultants anything that involves skilled services

We have deep technical expertise with the taxation of pass-thru entities [Partnerships, LLC’s and S Corporations]. Our founder was a member of the national specialty team for a Big 4 firm, an appointed member of the AICPA Technical Committee, a speaker at national conferences, and teaches the topic at a top ranked graduate tax program.

AICPA PCPS Member Practice
Specialties
Transactional Tax Consulting, IRS Representation, Tech - SFDC, Google Apps & Social Media, Private Equity/Fund Limited Inivestor Tax, PSA Workflow Arch & Implement, Cloud App and Virtual Services, CPA Firm Tech and Practice Visioning, Google Apps Ecosystem