Our Areas of Focus
(but not limited to)
Tax Consulting and Tax Advisory
Tax Consulting and Tax Advisory
United States Credentialed CPA Advice
United States Credentialed CPA Advice
Big Beautiful Tax Bill Consulting
Big Beautiful Tax Bill Consulting
Multi-entity structuring and flow-through optimization
Multi-entity structuring and flow-through optimization
Year-end planning sessions with scenario modeling
Year-end planning sessions with scenario modeling
Income shifting strategies (e.g., family income, entity-to-entity)
Income shifting strategies (e.g., family income, entity-to-entity)
Cost Segregation studies for real estate
Cost Segregation studies for real estate
Pre-transaction planning for sales, 1031 exchanges, or succession
Pre-transaction planning for sales, 1031 exchanges, or succession
Income shifting strategies (e.g., family income, entity-to-entity)
Income shifting strategies (e.g., family income, entity-to-entity)
Farm income averaging strategies
Farm income averaging strategies
Treatment of prepaid expenses and inventory adjustments
Treatment of prepaid expenses and inventory adjustments
Ag-specific Section 179/bonus depreciation applications
Ag-specific Section 179/bonus depreciation applications
Fuel tax credit filings and USDA reporting support
Fuel tax credit filings and USDA reporting support
New Tax Law Navigation Insights
New Tax Law Navigation Insights
Income shifting strategies (e.g., family income, entity-to-entity)
Income shifting strategies (e.g., family income, entity-to-entity)
Entity structuring for family farm succession
Entity structuring for family farm succession
Passive vs. active participation tests and aggregation elections
Passive vs. active participation tests and aggregation elections
Income shifting strategies (e.g., family income, entity-to-entity)
Income shifting strategies (e.g., family income, entity-to-entity)
Short-term rental tax strategies ( e.g, 7-day, 14-day, 30-day tests )
Short-term rental tax strategies ( e.g, 7-day, 14-day, 30-day tests )
Soil Nutrient Tax Analysis
Soil Nutrient Tax Analysis
Real estate professional status ( REPS ) compliance and tracking
Real estate professional status ( REPS ) compliance and tracking
1031 exchange coordination and reporting
1031 exchange coordination and reporting
Capital improvement vs. repair classification guidance
Capital improvement vs. repair classification guidance
Income shifting strategies (e.g., family income, entity-to-entity)
Income shifting strategies (e.g., family income, entity-to-entity)
Entity-level tax return preparation ( S Corp, Partnerships, C Corps )
Entity-level tax return preparation ( S Corp, Partnerships, C Corps )
Quarterly Estimates
Quarterly Estimates
IRS and state tax notice response and resolution
IRS and state tax notice response and resolution
Section 180 guidance
Section 180 guidance
Capital Asset Sales, Understanding Depreciation Recapture
Capital Asset Sales, Understanding Depreciation Recapture
Individual & joint tax returns with tailored planning
Individual & joint tax returns with tailored planning
State-level franchise and excise tax filings
State-level franchise and excise tax filings
Amended Returns for error correction or missed deductions
Amended Returns for error correction or missed deductions
Proactive quarterly tax estimate planning and review
Proactive quarterly tax estimate planning and review
Annual Financial Projection and tax liability forecasting
Annual Financial Projection and tax liability forecasting
Integration of bookkeeping and tax review for accurate quarterly estimates
Integration of bookkeeping and tax review for accurate quarterly estimates
Review and analysis of company bookkeeping to enhance tax minimization
Review and analysis of company bookkeeping to enhance tax minimization
Filing back taxes and bringing clients into compliance
Filing back taxes and bringing clients into compliance
Formation strategy ( LLC, S Corp, C Corp, partnerships )
Formation strategy ( LLC, S Corp, C Corp, partnerships )
Conversion planning and tax impact review
Conversion planning and tax impact review
Operating agreement consultation with tax efficiency in mind
Operating agreement consultation with tax efficiency in mind
Bookkeeping with tax advisory oversight
Bookkeeping with tax advisory oversight
Clean-up and catch-up bookkeeping
Clean-up and catch-up bookkeeping
Monthly/quarterly reviews tied to tax positioning
Monthly/quarterly reviews tied to tax positioning
Contact us
Get in touch with our experts team
