Industries We Serve
Ten areas make up most of the practice. Rather than list every industry a CPA could theoretically serve, these are the ones the firm actually works in day to day.
Small Business
Owner-operated companies, pass-through entities, and the books behind them.
Learn more →Real Estate Investors
Rental portfolios, short-term rentals, 1031 exchanges and how the losses actually work.
Learn more →Construction
General contractors and trades — contract accounting, job costing, retainage and equipment.
Learn more →HVAC & Plumbing
Service and installation trades — job mix, trucks, truck stock and seasonal cash flow.
Learn more →Electricians
Two customers in one company: general contractors on new work, homeowners on service calls.
Learn more →Dental & Medical Practices
Owner-providers, associates and buy-ins — pay, equipment, buildouts and collections.
Learn more →Veterinary Practices
Part clinic, part pharmacy, part retail counter — with equipment and often a building on the books.
Learn more →Architects
Fees earned over months, work in progress, consultants billed through the firm, and projects in other states.
Learn more →Engineering Firms
Job cost records, indirect rates for public work, field equipment and staff working across state lines.
Learn more →Law Firms
Trust money that is never income, case costs that are not deductions, and years that arrive in lumps.
Learn more →
Not on this list? Most tax work is not industry-specific, and the seven service pages describe the work itself. Tell us what your business does and we will tell you honestly whether it is a fit.
Most tax work is not industry-specific
It is worth saying plainly, because a lot of accounting websites imply otherwise. A partnership return is a partnership return whether the partners run a restaurant or a marina. Depreciation, basis, estimated payments and multi-state filing rules do not change because of what you sell. For the majority of businesses, what matters is whether the person preparing the return understands the structure and the transactions — not whether they can name your trade association.
That is why each page below is about a specific mechanic rather than a claim of expertise — a sales tax line, an inventory rule, a trust account, an overhead rate. If a page could be rewritten for any other trade by swapping the noun, it is not telling you anything.
What genuinely does vary by industry
Some things really are industry-shaped, and they are worth raising early because they change the scope of an engagement:
- Inventory — if you hold it, accounting method and cost-flow decisions follow, and they affect taxable income directly.
- Sales and use tax — whether you collect it, in which states, and on which items, is driven by what you sell and where.
- Payroll concentration — a business whose main cost is people has different planning levers than one whose main cost is materials.
- Multi-state exposure — service businesses cross state lines more easily than they expect, and nexus follows.
- Capital intensity — heavy equipment or property changes the depreciation picture and the timing decisions around it.
- Regulatory reporting — some sectors carry filing obligations that sit on top of the tax return.
How we decide whether we are a fit
On the first conversation, before any engagement is agreed. If your situation needs specialist knowledge this practice does not have, the useful answer is to say so then rather than to learn it at your expense. We would rather refer you than take work we cannot do well.
If your business is not represented above, that is not a no. Describe what you do and we will tell you honestly whether it is a fit.
Talk to a tax expert
Tell us what you are dealing with and we will tell you how we would handle it.