Xero, WorkflowMax, Practice Igniton, Clio, and QBOnline Platform Accounting for clients in
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
Taxation of pass-thru entities [Partnerships, LLC’s and S Corporations].
Tax & Financial Advisory Expertise: Pass-thru Entities [Partnership, LLC & S Corp], Real Estate [all phases of life cycle for real estate, hard asset project and closely-held businesses], ], 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
Member Firm AICPA Center for Audit Quality, Private Companies Practice Section, AICPA National Peer RevieI= Institute of Chartered Accountants In England & Wales [pending] Institute of Chartered Accountants in Australia/New Zealand [pending] Chartered Institute of Taxation UK [pending] The Tax institute Australia State CPA SocietiesCALCPA, FICPA, ICPAS, NYSSCPA and TSCPA [Texas]
We substantial expertise with 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.
AICPA PCPS Member Practice
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