PROFESSIONAL SERVICES
Halliday, Schwartz & Co. works with a wide variety of professionals including architects, attorneys, commercial and residential developers, investors, property managers, and real estate agents. Our dedicated team's wide range of experience in the professional services industry can help you address financial and operational challenges, identify proactive strategies, and capitalize on opportunities. Halliday, Schwartz & Co. can provide your professional service firm with comprehensive compliance, consulting, and tax solutions.
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Assurance Services
- Financial statements for bankers and other outside lenders and investors
- Management reporting, cash flow forecasts, and projections
- HUD project attestation and consulting
- Accounting systems design and implementations
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Consulting Services
- Tax strategies and financial planning for owner-occupied buildings
- Fringe benefit reviews and benefit maximization for owners
- Group compensation models and result-driven compensation modeling
- Deferred compensation plans for key employees
- Business valuation services
- Buy-sell agreement reviews
- Mergers and acquisitions
- Succession planning, including exit strategy and retirement
- Strategic business planning
- Cost segregation studies
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Tax Services
- Tax planning and tax strategies, usually involving multiple related entities and entity types
- Income tax preparation for businesses and owners
- Installment sales arrangements
- State and local tax compliance
- Tax credits and incentives
- Like-kind exchanges
