Our Services
Traditional Services
The firm provides the full range of services commonly offered by a CPA firm, including:- Financial Statement Compilation, Review and Audit
- Tax Return Preparation, Planning and Audit Representation
- Accounting, Payroll and Software Support
REIT Services
REITs are required to meet complex organizational, operational and investment diversification requirements. The interplay of federal and state tax laws and regulations, which are often inconsistent, makes this a difficult area for companies to staff and/or supervise with competent personnel. In addition, financial reporting requirements and controls continue to grow in complexity.Expertise with REITs is sorely lacking at most professional services firms. Firms generally can't afford to staff a niche area like REIT services locally, and the regional personnel called in to advise and assist with REIT engagements are often more expensive and less "hands-on" than necessary. This is the area that our firm serves.
The firm's founder has worked extensively with real estate companies throughout his career and with REITs specifically since 1993, which enables the firm to offer a suite of services tailored to REITs, as follows:
- Tax Services
Computation and documentation of REIT organization, operation and investment diversification requirements
Calculation and reporting tax status of dividends and distributions
Preparation of federal and state income and franchise tax returns
Corporate reports of nondividend distributions and current and accumulated earnings and profits - Financial Reporting Services
Assistance with implementation of accounting for income taxes and uncertain tax positions
Internal audit of REIT compliance functions
Reconciliation of GAAP to tax earnings / FFO - Due Diligence & Other Acquisition Services
Calculation of required pre-acquisition distributions of corporate E&P
Preparation of stub-period tax returns
Other Services
- Business problem solving
- Computer selection and use
- Business sales and acquisitions
- Lease-buy decisions
- Business expansion
- Real estate sales and acquisitions
- Projections, budgets, goals
- Retirement planning
- Inventory control systems
- Equipment purchases and sales
- Office systems and controls
- Insurance review with your agent
- Pension and profit sharing plan considerations
- Financial and estate planning
- Divorce tax planning
- Planning for education expenses
If you are in doubt as to whether or not we can assist with a particular problem, just give us a quick call. If we can't help you, perhaps we can direct you to someone who can.