Industries

Real Estate

Move your business forward with proactive tax savings opportunities and strategies for developers and investors.

Maximize Your Financial Performance and Success

Each real estate company faces unique market forces and circumstances that impact financial performance, which is why our team takes time to understand you and your goals. Whether you’re a developer, property manager, owner, investor or partnership, we advise on real estate transactions: manage your cash flow, take advantage of deductions and navigate tax laws and reporting regulations.

Consulting for Real Estate Businesses

From planning for strategic growth, to guidance on financing and property acquisitions, we’re your partner to build your future.

  • 20% Qualified Business Income (QBI) Deduction Planning
  • Business Transition Planning
  • Cost Segregation Studies
  • Funding and Financing, Including SBA Loans
  • Mergers and Acquisitions

How We Empower You to Dream Big

Property Acquisition Due Diligence

Financial due diligence for new property investments

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Technology

Platform support for tools including AutoCad, Revit, Bluebeam

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Tax Planning

Personalized tax strategies to reduce your federal, state and local tax burden

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State and Local Tax

Minimize tax liability when doing business in other states

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Audit

Financial statement audits, reviews and compilations

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Industry Expertise

We are proud to be members of the following real estate-related organizations:

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