consulting

partners in the
journey ahead

As your small business moves forward, sometimes non-traditional solutions are necessary for your taxes and accounting obligations.

As a top accounting firm with a diverse background, our team has the unique ability to find creative answers that simplify complex challenges.

We take your specific business into consideration to ensure you receive custom results that fit your exact needs.

consulting
services

  • Entity Organizations: structure selection, entity filing and publishing, partnership agreements, promissory notes, EIN setup and multi-member partnerships
  • Mergers, Acquisitions & Sales: business mergers and acquisitions, sale of business, contract negotiations, due diligence
  • International Business: multi-national partnerships, Arizona companies operating abroad, international companies operating in Arizona
  • Accounting Technology: accounting software, accounting systems design
  • Licensing Compliance: We cover everything from TTB to department of health applications and can assist you with bonding, renewals, direct shipments, tracking and compliance in all 50 states.
  • Taxes: We know how to navigate sales, excise and income taxes, 280E limitations, 263A requirements and direct shipping reports. We structure your business to take advantage of maximum tax savings and risk aversion.
  • Industry Trends, Apps & Processes: We have experience with the tools you need to succeed and can assist you with the design and implementation of best practices.
  • Development, Investment & Management: We help you implement deals with key partnerships and provide frequent updates on your investment.
  • Financing: We take care of pre-lien notices, operating expense reconciliations, financing the deal, reporting on the loan covenants, equity, debt and tax planning.
  • Leasing & Sales: We are your full back office support system and assist with current and proforma calculations, rent collections, leasing summaries, monthly reporting and investor distributions.
  • Tracking: We sort through your multiple revenue streams, custom projects and support staff and know the best practices for tracking your client process from engagement to termination.
  • Apps & Systems: We use the best apps and implementation systems to help you maximize profitability.
  • Taxes: Take advantage of huge tax savings by structuring your business and employment practices to maximize your funds.
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cannabis, wine & beer
  • Licensing Compliance: We cover everything from TTB to department of health applications and can assist you with bonding, renewals, direct shipments, tracking and compliance in all 50 states.
  • Taxes: We know how to navigate sales, excise and income taxes, 280E limitations, 263A requirements and direct shipping reports. We structure your business to take advantage of maximum tax savings and risk aversion.
  • Industry Trends, Apps & Processes: We have experience with the tools you need to succeed and can assist you with the design and implementation of best practices.
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commercial real estate
  • Development, Investment & Management: We help you implement deals with key partnerships and provide frequent updates on your investment.
  • Financing: We take care of pre-lien notices, operating expense reconciliations, financing the deal, reporting on the loan covenants, equity, debt and tax planning.
  • Leasing & Sales: We are your full back office support system and assist with current and proforma calculations, rent collections, leasing summaries, monthly reporting and investor distributions.
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sales & marketing
  • Tracking: We sort through your multiple revenue streams, custom projects and support staff and know the best practices for tracking your client process from engagement to termination.
  • Apps & Systems: We use the best apps and implementation systems to help you maximize profitability.
  • Taxes: Take advantage of huge tax savings by structuring your business and employment practices to maximize your funds.
  • Licensing Compliance: We cover everything from TTB to department of health applications and can assist you with bonding, renewals, direct shipments, tracking and compliance in all 50 states.
  • Taxes: We know how to navigate sales, excise and income taxes, 280E limitations, 263A requirements and direct shipping reports. We structure your business to take advantage of maximum tax savings and risk aversion.
  • Industry Trends, Apps & Processes: We have experience with the tools you need to succeed and can assist you with the design and implementation of best practices.
  • Development, Investment & Management: We help you implement deals with key partnerships and provide frequent updates on your investment.
  • Financing: We take care of pre-lien notices, operating expense reconciliations, financing the deal, reporting on the loan covenants, equity, debt and tax planning.
  • Leasing & Sales: We are your full back office support system and assist with current and proforma calculations, rent collections, leasing summaries, monthly reporting and investor distributions.
  • Tracking: We sort through your multiple revenue streams, custom projects and support staff and know the best practices for tracking your client process from engagement to termination.
  • Apps & Systems: We use the best apps and implementation systems to help you maximize profitability.
  • Taxes: Take advantage of huge tax savings by structuring your business and employment practices to maximize your funds.

questions
all business
owners need to
ask themselves

More often than not, there isn’t one right answer for everyone. We listen to your needs to determine the best fit for you and find solutions that will lead to your success.

 

  • How much can we profit if we sell our business?
  • Should I buy or lease a new car? Can this be considered a company vehicle? Are there any tax benefits?
  • Should we form a new entity when we expand our service line? If so, what kind?
  • What do we have to do when we win a new contract in another state?
  • Do we qualify for a loan to buy a new building?
  • What can we do when our balloon is almost due?
  • Why is our business down when the industry is not?
  • How do I create a projection when investors want an update on our project?
  • How much will I owe in taxes if I’ve had a great year?
  • What can I do to reduce my tax bill?
  • What can I do to avoid paying the tax when I sell my building?