Our Expertise
Whether you’re the next big startup or a thriving mid-sized business, we serve a wide range of clients of all sizes and industries. While it’s not an exhaustive list, we specialize in the following areas of expertise:
Professional & Creatives
Real Estate
Start-ups
Technology
High Net-Worth & Closely held Businesses
Private Equity
Professional Services + Creative Agencies
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. Maintaining efficient operating processes is essential to the success of any professional services company.
How we can help:
- Profit improvement & cash flow management
- Internal controls
- Business & practice valuations
- Retirement & succession planning
- Pension & profit-sharing plans
- Business reorganizations
- Estate planning
- Exit planning
- Debt financing
Real Estate
From local developer to owner of several commercial real estate holdings, your organization’s success depends on proper tax and strategic planning. Through our extensive experience, we can provide the advice you need to give you a competitive edge in the real estate industry.
How we can help:
- Capital gains & tax credit planning
- Tax-deferred exchanges
- Investor tax implications
- Cost segregation consultations
- Debt and equity restructuring
Startups
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 accounting firm should be an integral member of your advisory team from the outset of your new venture.
How we can help:
- Choice of Entity
- LLC to C corporation conversions
- Capital Formation
- Tax implications of Qualified Small Business Stock
- Tax preparation and compliance
- 83b considerations
- Net operating loss carryover limitations
- Internal Controls
- Audit and Assurance services
Technology
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.
Your business is focused on providing cutting edge solutions to your customers and we are focused on providing cutting edge solutions to you.
How we can help:
- Debt and equity transactions
- Stock based compensation
- Revenue Recognition
- R & E tax credits
- Audit and Assurance services
- Exit planning
HIGH NET-WORTH & CLOSELY HELD BUSINESSES
Is your net-worth tied up in your business? As a closely held or family business owner, your company is more important to you than most people ever realize. We understand that, and are committed to providing you with comprehensive advice and insight into otherwise complex business areas.
How we can help:
- Retirement & succession planning
- Estate planning
- Exit strategies & tax planning
- Qualified retirement plans
- Mergers, acquisitions & restructuring of organizations
- Financing
- Profit & cashflow management
- Federal & state tax credits
- Event specific tax planning
Private Equity
We recognize the unique challenges and opportunities that face private equity. At Kurtz Fargo we are committed to providing our clients with the specialized expertise needed to successfully manage their investments through the growth cycle.
How we can help:
- Financing
- Mergers, acquisitions & restructuring of organizations
- Exit strategies
- Qualified retirement plans
- Complex equity
- Equity based compensation
- Partnership taxation
- Purchase accounting
- Multi-state income taxes
- Domestic Production Activities Deduction
- Section 263A UNICAP compliance and planning
- Buy side and sell side due diligence
Have a question? Let’s walk through it.
Send us an email now or give us a call!
Send us an email now or give us a call!