Your industry has
unique tax challenges.

Generic tax advice costs you money. We bring industry-specific knowledge that captures deductions, structures entities properly, and plans proactively โ€” because the tax code rewards those who understand it deeply.

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Medical & Dental Practices

Physicians, dentists, and allied health professionals face a unique combination of high income, significant self-employment tax exposure, and complex entity decisions. We help medical and dental practice owners structure their businesses to minimize taxes while maintaining compliance with healthcare regulatory requirements.

Key Strategies We Deploy

  • S-corp reasonable compensation using MGMA/AMGA physician benchmarks
  • Section 199A QBI deduction optimization for medical services
  • Equipment and technology expensing under ยง179 and bonus depreciation
  • Defined benefit and Solo 401(k) retirement planning to shelter income
  • Home office, vehicle, and continuing education deductions
  • Malpractice insurance and professional liability deduction structuring
  • Practice sale planning and goodwill allocation strategies
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Attorneys & Law Firms

Law firm taxation requires careful attention to cash vs. accrual accounting, trust account treatment, contingency fee timing, and partner compensation structures. Whether you're a solo practitioner or a multi-partner firm, we keep your tax strategy aligned with your practice's growth.

Key Strategies We Deploy

  • Cash method accounting elections for law firms
  • Contingency fee income recognition and timing
  • IOLTA trust account proper treatment
  • Partner vs. employee classification and K-1 planning
  • Bar dues, CLE, and professional development deductions
  • Home office deduction for solo practitioners
  • Retirement plan setup โ€” SEP-IRA, Solo 401(k), defined benefit
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Real Estate Investors & Agents

Real estate is one of the most tax-advantaged asset classes available โ€” but only if you understand and apply the rules correctly. We work with residential landlords, commercial investors, house flippers, real estate agents, and syndicates to maximize after-tax returns.

Key Strategies We Deploy

  • 1031 like-kind exchange planning and coordination
  • Cost segregation studies and accelerated depreciation
  • Passive activity loss rules and real estate professional status
  • Short-term rental (Airbnb/VRBO) tax strategy
  • Opportunity Zone investment planning
  • Land-to-building ratio allocation for depreciation
  • Dealer vs. investor classification for flippers
  • Agent commission income structuring via S-corp
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HVAC, Plumbing & Trades

Contractors and tradespeople often leave significant money on the table through poor vehicle tracking, improper equipment expensing, and missed home office deductions. We bring order to the books and a clear strategy to every tax year.

Key Strategies We Deploy

  • Vehicle deduction strategy โ€” actual expense vs. standard mileage
  • Tool, equipment, and machinery expensing under ยง179
  • Subcontractor vs. employee classification guidance
  • 1099-NEC compliance and worker classification risk management
  • Uniform, safety equipment, and work clothing deductions
  • Home office deduction for owner-operators
  • S-corp conversion analysis and payroll setup
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Restaurants & Retail

Food service and retail businesses have unique challenges โ€” tip reporting, inventory management, cash handling, and razor-thin margins. We help restaurant and retail owners stay compliant while extracting every available tax benefit.

Key Strategies We Deploy

  • FICA tip credit (ยง45B) maximization
  • Inventory valuation methods โ€” FIFO, LIFO, weighted average
  • Work Opportunity Tax Credit (WOTC) for eligible hires
  • Section 179 expensing for kitchen equipment and furniture
  • Meals and entertainment deduction (50% vs. 100% situations)
  • Sales tax nexus and compliance for multi-location operators
  • Z-report reconciliation and cash controls for IRS compliance
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Tech Workers & Startups

Technology professionals with equity compensation face some of the most complex individual tax situations โ€” RSU vests, ESPP purchases, ISO exercises with AMT exposure, and multi-state withholding issues. We specialize in minimizing tax drag on equity income.

Key Strategies We Deploy

  • RSU vest and sell-to-cover tax basis tracking (Form 8949)
  • ESPP qualifying vs. disqualifying disposition planning
  • ISO exercise timing and AMT exposure modeling
  • NSO spread income and withholding strategy
  • Multi-state allocation for remote workers and movers
  • Home office deduction for remote employees and contractors
  • Startup founder tax planning โ€” ยง1202 QSBS, ยง83(b) elections
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Construction & General Contractors

Construction companies face unique tax complexities โ€” percentage of completion accounting, job costing, union payroll, and equipment management. We help general contractors and subcontractors stay profitable and compliant.

Key Strategies We Deploy

  • Completed contract vs. percentage of completion method selection
  • Job costing and WIP (Work in Progress) schedule preparation
  • Section 179 and bonus depreciation for heavy equipment
  • Subcontractor 1099-NEC compliance
  • Union benefit plan deductions
  • Retainage receivable and revenue recognition
  • Multi-state contractor withholding and filing
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Trucking & Transportation

Owner-operators and small fleet owners face a distinct set of tax issues โ€” per diem deductions, fuel tax credits, IFTA filings, and equipment depreciation. We keep trucking businesses on the road and out of IRS trouble.

Key Strategies We Deploy

  • Per diem meal deduction for over-the-road drivers
  • Fuel tax credit (Form 4136) maximization
  • Truck and trailer depreciation โ€” ยง179 and bonus
  • Lease vs. purchase analysis for equipment decisions
  • Driver classification โ€” employee vs. owner-operator
  • HVUT (Heavy Vehicle Use Tax) Form 2290 preparation

Don't see your industry listed?

We work with clients across all industries. Contact us and we'll discuss your specific tax situation.

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