Real Estate


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Whether you’re a large real estate developer or a small real estate investor, our business advisory team can assist you. Our team of certified public accountants, business advisors, personal financial planners and industry experts can guide you through the complexities of owning and operating real estate. Through our integrated approach, we offer personalized services tailored to fit your needs.

We want to help you achieve your goals in developing your business and growing your investments. Our professionals work with a variety of developers, investors, and other real estate consultants and entrepreneurs. Our team can also provide suggestions to managers and brokers to improve their financial strength and tax outcomes in their businesses.

Our services include:

Meet Jonathan

Based out of our Salem office, Jonathan has over five years of experience providing strategic tax planning and compliance expertise to private middle-market clients, with a deep focus on real estate.

Connect with Jonathan here.

Meet Nick

Based in Carlsbad, Nick works with real estate clients ranging from large owner/operators to developers partnering with publically-traded REITS and family-run builders. He provides assurance audits and reviews, as well a non-traditional engagements such as due diligence, CAM audits, and transactional consulting.

Connect with Nick here.

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