We Already Know How Your Industry Makes Money.
Tax rules, cash-flow cycles and lender expectations look different in every industry. We bring that context to your first meeting.
Where We Do Our Best Work
These are the Texas industries we see most often. The same planning principles carry over to most privately held businesses.
🏗️ Real Estate & Construction- Cost segregation studies to accelerate depreciation on buildings
- 1031 exchange timing and passive-loss planning for investors
- Percentage-of-completion accounting and bonding-ready financials for contractors
🛢️ Energy / Oil & Gas- Royalty, working-interest and mineral income reporting
- Intangible drilling cost (IDC) deductions and depletion planning
- Cash-flow planning for commodity price swings
🩺 Healthcare & Dental Practices- Practice entity choice and owner-compensation planning
- Practice buy-ins, buy-outs and valuations
- Overhead, collections and payroll benchmarks
🏭 Manufacturing & Distribution- Inventory costing and margin by product line
- Equipment purchases planned around bonus depreciation and Section 179
- Multi-state sales tax and nexus reviews
💼 Professional Services- Partner and owner compensation strategy
- Billing, work-in-progress and collections KPIs
- Entity structure for growing law, engineering and consulting firms
🐄 Farm & Ranch- Farm income averaging and equipment depreciation
- Land, mineral and water rights in the estate plan
- Succession plans that keep the land in the family
🍽️ Restaurants & Franchises- Food, labor and occupancy costs by location
- FICA tip credit and payroll tax compliance
- Franchise fees, multi-unit reporting and expansion cash flow
💻 Technology & Startups- Immediate expensing of domestic research costs and the research credit
- Qualified small business stock (QSBS) and equity planning
- Investor-ready financials and burn-rate forecasting
Industry descriptions are general. Your tax treatment depends on your specific facts.
Don't See Your Industry?
If you own a profitable, privately held business or manage significant family wealth, we can likely help. Tell us what you do and we'll tell you honestly whether we're the right fit.
Questions About Industry Experience
Do you only work with these industries?
No. These are the industries we see most often in Texas, and the planning principles apply to most privately held businesses.
Do you work with businesses outside Denton County?
Yes. We serve clients across Texas through secure document exchange and video meetings, and in person when it helps.