The work, and the people behind it.

From single-asset acquisitions to historic rehabilitation projects, real estate brings a unique combination of partnership taxation, depreciation strategy, and credit planning. We work with owners, developers, and operators across acquisition, hold, and disposition.

• Partnership and LLC structuring for real estate ventures
• Cost segregation coordination and bonus depreciation planning
• Louisiana Historic Tax Credit projects, federal and state
• 1031 like-kind exchanges and replacement property analysis
• §163(j) interest limitation and real property trade or business elections

Construction accounting has its own rhythm. Long-term contracts, retainage, work-in-progress, and the cash-flow realities of waiting on the next draw. We work with general contractors, subcontractors, and specialty trades on the financial reporting and tax decisions that keep projects on solid ground.

• Percentage-of-completion and completed-contract method analysis
• Job cost accounting and WIP schedule preparation
• Surety bonding support and lender financial reporting
• Equipment depreciation and §179 planning
• Subcontractor 1099 reporting and compliance
• Multi-state issues for contractors working across jurisdictions

Architects, attorneys, designers, and creative agencies share a profile we know well: pass-through ownership, owner-operator dynamics, and a tax picture that benefits from year-round attention rather than once-a-year filing.

• S-corporation reasonable compensation and owner planning
• Partnership allocations and special allocation reviews
• Multi-state issues for firms working beyond Louisiana
• Coordination with specialty tax credit firms when an R&D study is appropriate

New Orleans is a hospitality town, and the industry's accounting needs reflect that. Tip reporting, cash management, credit card receivables, and the operational realities of running a busy kitchen or floor. We work with single-location operators and multi-unit groups.

• Tip reporting (Form 8027) and FICA tip credit analysis
• Sales and occupancy tax compliance
• Owner draws, distributions, and entity coordination
• Lease accounting and equipment depreciation

Inventory accounting, multi-state nexus, and capital-intensive operations create a tax picture that rewards careful, consistent planning. We bring an operations-aware lens to clients in fabrication, distribution, and light manufacturing.

• Inventory methods (FIFO, LIFO) and §263A capitalization
• Multi-state apportionment and nexus planning
• Bonus depreciation and §179 planning
• Coordination with specialty tax credit firms when an R&D study is appropriate

For high-income households, the return is the smallest part of the picture. The real work is the integration of business interests, real estate, investments, trusts, and the next generation, all under a coordinated plan.

• Coordinated planning across operating entities, trusts, and personal returns
• Multi-state and expatriate filings
• Charitable planning, including DAFs and direct gifts
• IRA and retirement strategy, including Roth conversions and basis tracking
• Estate planning coordination with attorneys and advisors

Family enterprises, owner-operators, and partnerships make up the heart of our practice. The work is steady and the relationships are long, often spanning a generation or two.

• Annual compliance and year-round planning
• Owner compensation and distribution planning
• Succession and ownership transition
• Bookkeeping integration and QuickBooks support