Industries


Expertise / ek-sper-teez / NOUN: Basis of credibility of a person who is perceived

to be knowledgeable in an area or topic due to his or her study, training, or

experience in the subject matter.

Industries

Expertise / ek-sper-teez / NOUN: Basis of credibility of a person who is perceived to be knowledgeable in an area or topic due to his or her study, training, or experience in the subject matter.

Investments

By encouraging a synergetic relationship between our staff, our clients, and their brokers, we are able to plan and prepare for best case tax results both in the current year and beyond. We have extensive experience in dealing with equities, mutual funds, bonds, and other portfolio holdings, and are able to provide an in-depth tax analysis of your investment activities, helping you to structure your investment activity in a tax-efficient manner.

Investments

By encouraging a synergetic relationship between our staff, our clients, and their brokers, we are able to plan and prepare for best case tax results both in the current year and beyond. We have extensive experience in dealing with equities, mutual funds, bonds, and other portfolio holdings, and are able to provide an in-depth tax analysis of your investment activities, helping you to structure your investment activity in a tax-efficient manner.

Farm & Ranch

Our wealth of experience and knowledge within this industry covers it all, from cattle ranching and agricultural production, to exotic wildlife trading and big game hunting.  We’ve also helped many of our clients structure Section 1031 tax-deferred exchanges on the sale of their properties.  In utilizing these strengths to provide you with a well-appointed plan of action, we are able to focus on the strategic allocation of your capital assets and property improvements to optimize depreciation and other deductions.

Farm & Ranch

Our wealth of experience and knowledge within this industry covers it all, from cattle ranching and agricultural production, to exotic wildlife trading and big game hunting.  We’ve also helped many of our clients structure Section 1031 tax-deferred exchanges on the sale of their properties.  In utilizing these strengths to provide you with a well-appointed plan of action, we are able to focus on the strategic allocation of your capital assets and property improvements to optimize depreciation and other deductions.

Professional Services

With a high level of experience spanning numerous fields including Engineering, Legal, and Medical, we’re able to handle the diverse tax needs of your business. Our team will evaluate each aspect of your financial activities and piece together the most relevant tax structure for you and your company. We personally understand the many challenges service firms are up against, but can help by taking the weight of tax compliance off your shoulders, allowing you to place greater focus on the strength of your business and its future.

Professional Services

With a high level of experience spanning numerous fields including Engineering, Legal, and Medical, we’re able to handle the diverse tax needs of your business. Our team will evaluate each aspect of your financial activities and piece together the most relevant tax structure for you and your company. We personally understand the many challenges service firms are up against, but can help by taking the weight of tax compliance off your shoulders, allowing you to place greater focus on the strength of your business and its future.

Oil & Gas 

With the explosion in oil production that fracking has brought on across the state, the taxation of oil and gas makes up a significant part of our business.  We have extensive experience in working with land, royalty, and working interest stakeholders, and know how best to treat the myriad of payments that each can receive, from royalty payments and lease bonuses, to damage payouts and easement acquisitions.  We pay meticulous attention to the deductions you are entitled to – dry well costs, depletion, production and property taxes, and other related expenditures, to help minimize the taxes you are responsible for.

Oil & Gas 

With the explosion in oil production that fracking has brought on across the state, the taxation of oil and gas makes up a significant part of our business.  We have extensive experience in working with land, royalty, and working interest stakeholders, and know how best to treat the myriad of payments that each can receive, from royalty payments and lease bonuses, to damage payouts and easement acquisitions.  We pay meticulous attention to the deductions you are entitled to – dry well costs, depletion, production and property taxes, and other related expenditures, to help minimize the taxes you are responsible for.

Closely Held Businesses

As a family business ourselves, we personally understand the unique characteristics of closely-held and family-owned businesses, so we’re well equipped to ensure your hard work is handled with care. Our team will navigate your business wants and needs while applying their tax savvy, providing all parties with a strong financial foundation and the best opportunity for success both now and in the future.  We work with family businesses of all kinds, many of which fall into the categories above.  In addition, we have numerous closely held business clients in the construction, manufacturing, and technology industries.

Closely Held Businesses

As a family business ourselves, we personally understand the unique characteristics of closely-held and family-owned businesses, so we’re well equipped to ensure your hard work is handled with care. Our team will navigate your business wants and needs while applying their tax savvy, providing all parties with a strong financial foundation and the best opportunity for success both now and in the future.  We work with family businesses of all kinds, many of which fall into the categories above.  In addition, we have numerous closely held business clients in the construction, manufacturing, and technology industries.

Contact Us Today

Phone: 210-798-2500              Fax: 210-798-0722

Contact Us Today

Phone: 210-798-2500

Fax: 210-798-0722

1 + 8 =