Tax and Accounting Clients
Our clients are small to medium-sized businesses, in a range of industries, including realtors, rental property owners, construction, consulting, professional services, business and consumer services.
While the majority of our clients are in the Minneapolis-St. Paul area, we have serviced clients as far away as Los Angeles, Miami, Phoenix, Vienna, Tokyo, Moscow, India and Germany.
Our clients rely on us for:
Quick answers and quick turnaround
Expert help organizing, installing, and using their accounting systems
Training to get the most from their in-house personnel and existing software
Clients in a variety of industries have found that we add value in several ways. For example:
For real estate owners, developers, and realtors
We help with the selection of property management software, entity selection, valuation and acquisition, financial statements, tax credits for affordable and low-income housing and historic rehabilitation, reporting of tax-free like-kind exchanges (Section 1031 Exchanges), job costing, and tax planning for real estate projects.
For construction firms
We help with financial statements for bankers and insurance firms; complex tax issues related to contracting; claims settlement; selecting and using Quickbooks, Peachtree, and Great Plains software, including job costing; and monitoring governmental regulation.
For consulting and professional firms
We set up time and billing programs, including training and support, and help with mergers and acquisitions, financing options, profit maximization, business succession planning, and the selection of accounting systems.
We consult in estate planning to reduce or eliminate tax due on the transfer of a business or other assets.