A family-owned farm struggled with high tax liabilities and was looking for ways to maximize deductions. We helped with that.

A self-employed personal trainer needed help with tax preparation and struggling to do it all themselves. We helped with that.

A home-based catering business needed tax preparation assistance after a tax issue. We helped with that.

A drone technology company was preparing for venture capital funding, but needed a business valuation to close the deal. We helped with it.

A real estate investor with an office building wanted to maximize depreciation deductions and save taxes. We helped with that.

A luxury hotel with a conference center needed a cost segregation study to maximize tax deductions after a large renovation. We helped.

A car dealership wanted to reduce taxable income and reinvest the savings into showroom upgrades. We helped with a cost segregation study.

The owner of a mixed-use commercial building wanted to maximize tax savings using a cost segregation study. We helped with that.

A UPS franchise operator with 10 locations needed a valuation to plan for an eventual sale. We helped with that.

A private medical practice needed tax advising to optimize deductions, manage payroll obligations, and prepare for an expansion. We helped.

A well-established coffee shop was looking to expand to a second location, but needed a valuation to secure financing. We helped with that.

A luxury used car dealership was facing a zoning dispute and needed a valuation to prove the value of its license. We helped with that.

A medical spa offering aesthetic treatments needed bookkeeping support after struggling to use QuickBooks on their own. We helped with this.

A wedding and event planning company was struggling with tracking deposits and paying vendors on time. We helped with bookkeeping services.

A group of entrepreneurs was developing a resort complex. They needed a strategic plan in order to attract investors. We helped with this.

A group of investors were planning a high-end resort complex. We helped with cash flow projections.

A marina struggled with high tax bills and an unclear financial strategy. We helped with tax advising.

A fashion startup wanted to expand into retail partnerships. We helped with a strategic plan.

A private aviation charter company needed cash flow projections to determine whether they could afford to expand. We helped with this.

An antique store needed bookkeeping and payroll support after experiencing rapid growth. We helped install a new accounting system.