Our client roster includes many high profile businesses in the Greater Kansas City area. We provide a wide array of audit, tax, and consulting services to the following industries.
Family Businesses - We specialize in solutions for the challenges that face family businesses—transitioning power and control to the next generation, enhancing trust among family members, and developing and implementing plans for a permanent business. Whether the goal is better operating results, improved business communications or establishing clearer boundaries between family and business issues, We can help you meet those objectives.
Professional Firms - We work with several high profile law firms in the Kansas City area and are experienced in the unique nature of the issues involved within professional firms.
Manufacturers - We have an entire range of services for manufacturers, including financial compliance, process improvement, and tax planning and compliance.
Retailers - We work with several retail inventory accounting systems, including point of sale (POS) systems. Inventory control is essential to the fast paced retail client; many dollars are lost when clients are not aware of the varying types of vendor allowances and how to claim them. We assist clients in understanding the measurement margins and the factors that influence them.
Construction Contractors - We format your financial statements based on construction accounting principles, to facilitate usage by contractors, bankers, and sureties. We also help determine the proper tax method for your business, prepare pre-qualification statements, review your internal controls, and recommend proper job cost allocations.
Real Estate - We consult on creative ownership structures to accomplish tax-efficient funding of new projects and creative terms to increase the value of purchase and sale transactions. We have consulted on numerous highly complex and innovative tax-free exchange transactions and debt restructurings. We are experienced in lease compliance audits, GAAS audits and HUD audits. The Firm's clients include developers and investors and property managers in residential, retail, office, and industrial real estate, as well as a large and growing number of assisted-living properties.
Not-for-Profits - The mission of the Not-for-Profit Services Group is to work with leaders of not-for-profit organizations who value superior client service and specialized industry expertise, while providing innovative financial and strategic solutions that help them fulfill their missions. They work constantly to stay up to date on current and emerging issues that relate to our NFP clients. We also provide consulting services for NFP organizations.
Private Foundation Services - As one of the region's most respected service providers to not-for-profits, we know the issues private foundations face. With over 20 professionals dedicated to providing services to our not-for-profit clients, we focus a critical eye on potential problem areas and identify strengths within the foundation.
Social Clubs - We work with a wide range of clubs including country clubs, social clubs, and business clubs. They are up-to-date on the increasing tax and accounting issues affecting such clubs, such as sales tax on initiation fees and member assessments and non-member club usage.
On 12/20/17, both the House and Senate passed H.R. 1—commonly referred to as the Tax Cuts and Jobs Act (TCJA).