Asset Management

Small Hedge Funds, Private Equity entities and Fund of Funds, as well as Corporate Blockers. Help with tax allocations, K-1 preparation, filing forms 1065, 1120, 1120-F, as well as state and foreign filing compliance.

Real Estate

Commercial and Residential Rental property. Help with tax allocations, K-1 preparation, sec.754 adjustments, analyzing cost segregations, tax return compliance, bookkeeping and adjusting journal entries.


Restaurants and Hotels. Help with trial balance, profit/loss, balance sheet and adjusting journal entries. Also assistance with tax compliance.

Professional Services

Law, Engineering and Architectural Firms, as well as Medical and Construction Companies. Help with partner allocations, pension accruals, depreciation and amortization, installment sales and payroll.

Other Industries

Retail, Manufacturing and Technology Start Ups