KURTZ FARGO LLP CERTIFIED PUBLIC ACCOUNTANTS BUSINESS ADVISORS

We understand the unique opportunities and challenges of the professional services environment.  We are committed to providing professionals in service industries with the specialized expertise they need to manage a successful business.  We continually provide professional service companies with insights and advice regarding complex business issues, including:

•  Business & practice valuations
• Retirement & succession planning
• Pension & profit-sharing plans
• Business reorganizations
• Estate planning
• Debt financing

Maintaining efficient operating processes is essential to the success of any professional services company.  We assist clients with all aspects of business operations, including systems development, including internal control procedures and accounting systems, profit improvement and cash flow management.

Whether you are a local developer or own several commercial real estate holdings, our expertise in the real estate industry can help you accomplish your strategic goals.  Your organization’s success depends on proper tax and strategic planning within the following areas:

•  Capital gains & tax credit planning
• Tax-deferred exchanges
• Investor tax implications
• Cost segregation consultations
• Debt and equity restructuring

Through our extensive experience, we can provide the strategic business and tax advice that you need to give you a competitive edge in the real estate industry.

Start-ups are an integral part of a vibrant economy. They contribute significantly towards new idea creation, new technology and exciting products and services.

Whether you are bootstrapping your new venture or seeking funding from sophisticated investors, your accountant should be an integral member of your advisory team from the outset of your new venture.

We can provide the expert advice and experience that you need within a fee structure that makes sense.

Companies in the technology industry don´t react to change; they create it. As a result, they face unique challenges that require them to engage a firm that understands their complex issues.

We can provide the expert advice and experience that you need to navigate the complexities of revenue recognition, debt and equity transactions and equity based compensation.

Your business is focused on providing cutting edge solutions to your customers and we are focused on providing cutting edge solutions to you.

We recognize that each closely held and family business owner faces unique challenges and opportunities.  At Kurtz Fargo we are committed to providing our clients with the specialized expertise needed to successfully manage their companies.  We continually provide insight and advice about complex business areas, including:

•  Retirement & succession planning
• Estate planning
• Exit strategies
• Qualified retirement plans
• Mergers, acquisitions & restructuring of organizations
• Financing
• Profit & cash flow management

As a niche practice, we provide audits of employee benefit plans. All large plans, as defined under the Employee Retirement Income Security Act (ERISA), require an annual audit of the plan.

Our goal is to work closely with plan sponsors and provide an efficient, quality audit at a reasonable price. We work closely with your company´s human resource and accounting departments to ensure a smooth audit. The Firm is a member of the AICPA´s Employee Benefit Plan Audit Quality Center, giving us access to best practices and the most up-to-date information.

Our experience, dedication and network will give you and your employees peace of mind.