Construction & Trades
Profit hides at the job level. If your accounting stops at the company P&L, you are guessing about which work is worth taking.
How we help
Who we help
We know what your industry actually gets audited for
Generic accounting advice is worth roughly what it costs. These are the sectors we work in most, and the specific things that go wrong in each one.
Restaurants & Food Service
Restaurants run on two numbers — food cost and labour cost — and a month-old P&L is far too late to act on either.
How we help
Trucking & Logistics
Cost per mile is the whole business. Everything else is commentary.
How we help
Real Estate & Property
Depreciation, basis and participation status decide the after-tax return — long before the tenant pays rent.
How we help
Healthcare & Medical Practices
High income, high tax, and a very short list of strategies that actually work at that level. Retirement plan design is usually the largest of them.
How we help
Retail & E-commerce
Selling online means being a taxpayer in places you have never visited. The first step is knowing where.
How we help
Professional & Creative Services
When the product is your time, tax structure and retirement planning are the two levers that matter most.
How we help
Nonprofits & Churches
Exempt status is easy to lose administratively and hard to get back. Most of this work is about making sure that never happens.
How we help
Not listed?
We work with plenty of businesses that do not fit a category
These are simply the sectors we see most often in the San Gabriel Valley. The underlying work — clean books, a defensible structure, a plan made before the year closes — applies to almost any business.
- Salons, barbers and personal care
- Auto repair and body shops
- Childcare and education providers
- Landscaping and property maintenance
- Security and janitorial services
- Import, export and wholesale distribution
- Independent insurance and finance agents
- Churches and community organisations
Let’s find out what you should actually be paying.
Thirty minutes with an advisor, at no charge. Bring last year’s return and we will tell you plainly what we would do differently — and what it would cost.