Our firm's clients range from large corporations to small proprietorships in a variety of industries. Most are closely held corporations and partnerships located in the Greater Bay Area; some have global reach. The industries we serve include:


Real Estate

Over the years we have obtained a large amount of experience and knowledge in the many facets of the real estate industry, including development, investment, property management and commercial brokerage. Our specialty includes advising clients in 1031 tax-free like-kind exchanges.


Retail

Our retail clients range from restaurants, grocery stores, produce stores, clothing stores to jewelry stores. Whether they have one or 100 locations, we maintain a close relationship, advising them in expansion of operations, labor/management issues, inventory management and control, cash flow management, enterprise zone tax credits, tax compliance and accounting/bookkeeping assistance.


Manufacturing

We have served our manufacturing clients for many years, advising them on plant expansion, job costing in the inventory production process, cash flow management, and bank financing assistance. Our clients in this sector range from a steel foundry, to a dairy milk/ice cream producer/distributor, to a manufacturer of wood chip flavoring systems for the wine industry.


Wholesale/Distributors

Inventory management is crucial as a wholesaler/distributor. We have worked with our wholesaler/distributor clients in inventory management and costing services, tax compliance, accounting assurance services and accounting assistance. Our wholesale/distribution clients include companies that sell commercial and military aviation parts/components, computer and peripheral parts/components, vegetable and fruit produce and building materials.


Professional Services

Our clients include doctors, lawyers, dentists, engineers and architects. We provide them tax compliance and tax advisory services and accounting/bookkeeping services.