Areas of Focus / Current Clients / Past Projects
- Conversion of legacy desktop accounting software to Cloud based packages (i.e. QuickBooks Online, Xero)
- Small business merger and acquisitions (IRC § 721 tax free exchange, medical practice roll ups) We will advise on due diligence of the sale or purchase of a business. We prepare and advise on purchase price asset allocations(i.e.IRS Form 8594)
- Franchise consultations and set up (hospitality, food, personal care services, affiliate and royalty accounting, sales tax compliance)
- Small group healthcare partnerships (family practice, dentistry, orthopedics, nephrology, physical therapy, long term care facilities )
- Cannabis medical and recreational dispensaries (IRC §280E , IRC §263, IRC §471C)
- Pharmaceutical consultants and equipment dealers. We are well versed transfer pricing, and international affiliate accounting which is commonplace in this industry)
- Manufacturing plastics company -Foreign owned plastic extruding company. We formulate and implement cost accounting methods for inventory and COGS allocations
- Construction firms ($2-$20+ million in sales, % of completion G.A.A.P. accounting for bonded firms)
- Freelance consultants (attorneys, financial advisors, title insurance) We will set up and reconcile your client escrow accounts in the cloud
- Small foreign startups (UK, Switzerland, Germany, Taiwan) (Transfer Pricing, Form 5472) . Foreign conglomerate starting a small operation in the U.S.
- Multi-family and commercial real estate holdings (public housing, strip malls, office complexes, 1031 exchanges, Cost segregation
- Pass thru entity taxation (K-1s) (Partnerships, LLCs, S-Corporations) (i.e. NJ PTE / BAIT tax)
- C-Corporation and Personal Service Corporations (P.C.’s) (attorneys, accountants, doctors, architects)
- Estate and Trust taxation (i.e. Form 1041, NJ Form IT-R)
- Family law accounting (i.e. divorce settlements, estate accounting)
- High Net Worth Individual Income Tax - Multi-state individual income tax returns. We are well versed in the taxation of stock option plans (RSU, ESOP, ESPP, NUA 83B elections) that present itself to many employees of large US corporations. Knowledge and preparation experience with investment pass thru entities (K-1's) (hedge funds, publicly traded partnerships, oil and gas