Estate | Trust | Succession Planning
Our tax experts work hand in hand with the client’s other professionals to develop and implement a lifetime plan. We work as a team with a common goal to preserve wealth, minimize taxes, offer asset protection, and assist in the transfer of personal and business interests based on the client’s objectives.
- Preparation of Federal Estate Tax Returns (Form 706) and applicable State estate tax and inheritance returns
- Preparation of Federal gift tax returns (Form 709) and applicable State gift tax returns
- Fiduciary income tax returns (Form 1041) and planning to minimize taxes
- Foundations and exempt organizations (Form 990)
- Business valuation services
- Asset protection planning
- Wealth transfer planning
- Audit, Review and Compilation Services
- Federal Tax Planning and Compliance
- State and Local Tax Planning and Compliance
- Multi-state Licensing and Pre-qualification
- Surety and Banking Consultation
- Contract Reporting
- Mergers & Acquisitions
- Consultation
- Business Valuations
- Claims and Change Order Documentation
- Litigation Support
- Internal Control Design
- Fixed Asset Management
- Software Selection
- System Design and Implementation
- Internal Job Cost System Setup
- Job Cost Certifications
- Equipment Costing and Allocation Methods
- Continuity Planning
- Continuity Planning
- Cash Flow Consultation
Why Choose Us
- Industry expertise in construction and real estate accounting
- Foundation of trust and loyalty to help your team grow
- Communication to streamline all processes and procedures
- A dedicated team with expertise spanning four decades
What Clients Say
“Meeting you and observing your ability to immediately see what can be is impressive.”
“Not only is Emilio knowledgeable in construction accounting, he offers his clients sound business advice and has been instrumental in their success.”
“I have never met a CPA who has better feel for the surety industry, who better understands the intricacies of contract accounting, and who can better serve and represent the interests of his client to the mutual benefit of all outside parties like Emilio Alvarez.”
“Over the years I have worked with Emilio I have come to respect him as one of the most knowledgeable and dedicated specialists in construction accounting. The surety companies have come to know and respect the work that he does.”
“I have been in the surety business for 56 years and I consider Emilio Alvarez one of the most experienced and knowledgeable people in construction accounting. In addition, when there is a problem or crisis, Emilio is always there to resolve it or assist in reaching a satisfactory solution.”