Real Estate Services

Advisory

Accounting & CFO

Tax & Estate Planning

Our business advisory services help property owners in assessing their current operations against the market place to determine how to maximize their return. Our team performs the following services:

Business Plan Development
Cash Flow & ROI Analysis
Best Use & Redevelopment Planning
Due Diligence & Forensic Services
Mortgage Review & Options

We provide CFO level accounting & business management services to property owners on a project or ongoing basis to supplement their in-house team with:

Accounting & Bookkeeping
Cash Management
Operating Cost Review
Software & System Review
Management Reporting
Audit, Review and Compilations

Our firm provides the property owner with all of the options available to minimize personal and estate taxes by providing the following services:

Strategic Tax Planning
Section 1031 Exchanges
Cost Segregation Studies
Estate & Wealth Transfer Planning
Federal, State and City Tax Return Preparation

Real Estate | Auto Dealers | Restaurant | Medical | HUD Audits