What We Offer

Construction and Trades

Trade-Focused Tax & Accounting Services

Tax-driven accounting and advisory for HVAC, plumbing, electrical, and other field-service businesses. We help contractors reduce taxes, improve margins, and keep financials aligned with how work actually happens in the field.

  • Tax Preparation & Filing
    Preparation of business and individual returns, including sole proprietors, partnerships, and S-corps. Accurate filings with industry-specific deductions captured and compliance handled.

  • Proactive Tax Planning
    Year-round planning to minimize tax liability. We help you time equipment purchases, manage income, and structure decisions to reduce taxes before year-end.

  • Job Costing & Profitability Analysis
    Track labor, materials, and overhead by job or service line to understand true margins, improve pricing, and eliminate unprofitable work.

  • Equipment & Vehicle Depreciation
    Proper treatment of trucks, tools, and heavy equipment, including Section 179 and bonus depreciation strategies to maximize write-offs and cash flow.

  • Expense Optimization & Deduction Strategy
    Capture all eligible deductions—vehicles, tools, uniforms, home office, insurance, and continuing education—while keeping records audit-ready.

  • Cash Flow & Seasonality Planning
    Forecast around slow seasons, large jobs, and equipment replacements so you can manage cash, avoid surprises, and plan for growth.

  • Entity Structure & S-Corp Advisory
    Guidance on LLCs and S-corp elections, including owner compensation strategies to balance tax savings with compliance.

  • Tax-Ready Bookkeeping for Contractors
    Clean, up-to-date books structured for service businesses—so your numbers are always accurate, decision-ready, and aligned with your tax strategy.

Real Estate and Rentals

Real Estate & Rental Tax Services

Tax-focused accounting and advisory built for property owners and real estate investors. We help you minimize tax liability, stay compliant, and make informed decisions across your portfolio.

  • Tax Preparation & Filing
    Preparation of individual and business returns for rental properties, including Schedule E, partnerships, and S-corps. Accurate, complete filings designed to withstand scrutiny and avoid missed deductions.

  • Proactive Tax Planning
    Year-round strategies to reduce taxes—not just report them. We model scenarios around acquisitions, dispositions, and income changes so you can make decisions before year-end.

  • Depreciation & Cost Segregation
    Proper setup and maintenance of depreciation schedules, with guidance on cost segregation opportunities to accelerate deductions and improve cash flow.

  • 1031 Exchange Guidance
    Planning and coordination for like-kind exchanges, including timing rules, replacement property considerations, and integration into your broader tax strategy.

  • Expense Optimization & Deduction Strategy
    Identification and classification of deductible expenses (repairs vs. improvements, travel, home office, etc.) to ensure you capture every allowable benefit.

  • Passive Activity & Loss Utilization
    Strategic application of passive activity rules and real estate professional status considerations to maximize the use of losses where possible.

  • Entity Structure & Tax Efficiency
    Guidance on LLCs, partnerships, and S-corp elections (when appropriate) to align liability protection with tax efficiency and investor goals.

  • Ongoing Tax-Ready Bookkeeping
    Clean, property-level books maintained throughout the year so your financials are always accurate, audit-ready, and aligned with your tax strategy.

Get In Touch

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