Tax and accounting for businesses that make, move, sell, and fix things.
Manufacturers, contractors, distributors, retailers, care facilities, professional firms, and real estate investors. If you carry inventory, run equipment, or operate out of an industrial or retail property, that's where your money is. We do the returns, the books, and the CFO work with that in mind.
Book a 30-minute call See your monthly priceWhere do you fit?
Pick what the business brings in a year. We'll point you to the right starting place.
Sound familiar?
When business owners come to us from another firm, we hear the same things over and over.
It's transactional
What owners tell usYou send documents. They send back a return and an invoice. That's the whole relationship.
How we workWe learn how your business actually runs. The return is one piece of the work, not all of it.
You only hear from them at tax time
What owners tell usA flurry of emails in March, then nothing until next March. Calls in July go unanswered.
How we workWe're in it all year. Planning check-ins during the year, and a real answer when you call in July.
Nobody's hands-on
What owners tell usThey work off whatever you hand them. If the books are a mess, that's your problem to sort out.
How we workWe get into the books with you, so problems get caught when they happen, not fourteen months later at filing.
Advice shows up too late
What owners tell usYou find out what you should have done after December 31, when it's too late to do anything about it.
How we workWe run projections before year-end, while there's still time to make moves.
Nobody checks the numbers
What owners tell usLast year's return gets rolled forward. Nobody tracks your shareholder or partner basis, so nobody can tell you whether your losses are deductible or your distributions are taxable.
How we workWe do our own analysis. Basis schedules, depreciation, and carryforwards get rebuilt where they're missing and checked where they're not.
It's cookie-cutter
What owners tell usSame template for every client. Your return looks like everyone else's whether it fits your business or not.
How we workWe start with how you're actually set up: the entity, how you pay yourself, how money moves between companies. Then we build around that.
Your CPA is getting close to retirement
What owners tell usThere's no clear plan for who takes over your file, and you don't want to start from scratch with someone new.
How we workWe've brought established practices into our firm before. We know how to move your history over cleanly: prior returns, depreciation schedules, carryforwards, all of it.
If that's where you are, let's talk.
What clients say
The consulting services we received from Golden Tree were top notch. The insight, time, and patience in helping us navigate a complicated real estate transaction was unparalleled.
I had a time sensitive matter… Even though it was the weekend, Erik responded within an hour, we were able to schedule an appointment same day.
Erik is great at what he does… He listens and is very informative, answers any questions that I have. I highly recommend working with Erik!
What we do
Bookkeeping & Payroll
Books closed every month, payroll included. From $350 a month.
See the tiers →Tax Returns
Personal, partnership, S corp, C corp, and nonprofit returns at published prices.
See prices →CFO Advisory
Fractional CFO from $1,750 a month, full CFO advisory, and turnaround help.
How it works →Estate & Buy-Sell Insurance
Funding for estate taxes, fair inheritance, and buy-sell agreements.
Learn more →Who we work with
Operating businesses with real moving parts: inventory on shelves, machines on the floor, trucks on the road, property on the books, partners to pay, and a payroll to make every two weeks. That's where most of the tax dollars are, and it's exactly what a once-a-year preparer skims past.
- Inventory costing and cost of goods sold
- Machinery purchases and depreciation timing
- Margin by product line
- Fleet depreciation and replacement timing
- Driver classification, W-2 vs. 1099
- Cost per mile or per trip
- Inventory counts and shrink
- Sales tax
- Tip reporting and the FICA tip credit
- Payroll and staffing cost
- Owning vs. leasing the property
- For-profit and nonprofit structures
- Job costing and margin per job
- Trucks, tools, and equipment
- Seasonal cash flow
- Owner pay and S corp salary
- Partner buy-ins and multi-owner structures
- Retirement plans built for high earners, with our partner advisors
- Real estate professional status and passive loss rules
- Cost segregation and depreciation on owned property
- Entity structure and partnership returns across properties
If you hold inventory, run machinery, operate out of an industrial or retail property, own investment real estate, or bill for your expertise, we already speak your language. Tell us about your business.
Thinking about selling or handing off the business?
That's what Capital Architecture™ is for. It's our framework for coordinating tax, legal, insurance, and financial decisions around an ownership change, so the plan holds together.
Ready to see where you'd land?
Thirty minutes, no pressure. Tell us what's going on and we'll tell you whether we're a fit.