Industries

  • Real estate development and leasing companies
  • Construction
  • Distribution
  • Professional service
  • Non profits
  • Technology
  • Employee benefit plans
  • Governments

Real estate

Today’s economic environment has put particular challenges on the real estate industry.

Whether you are refinancing, selling, trading, buying or working out debt renegotiations, these activities require complex analyses, experience, relationships with lenders, and extensive tax knowledge.

We work with real estate investors, commercial and residential developers, lenders and realtors. We have the expertise to assist you in:

  • Project completion support
  • Contracts & negotiations
  • Tax planning & preparation
  • Tax-deferred exchanges
  • Tax credits
  • Financing
  • Internal control reviews
  • Financial statements
  • Computer services
  • Real estate cost segregation
  • Operations improvement consulting
  • Choice-of-entity planning

Professional service

Professional service organizations have particular needs. We know, We are one.

Let us help you take your law, medical, architecture, engineering, advertising or any type of professional practice to the next level. As an owner-managed business ourselves we know it is difficult to find the time to forward plan, to find like-minded individuals who want to help you succeed.

Our professionals have the specialized, in-depth knowledge of the strategic, operational, tax and financial issues pertaining to specific professional service corporations and partnerships.

  • Health, 401K, cafeteria and other benefit plans.
  • Buy-sell agreements and related issues.
  • Law firm and job costing accounting software.
  • Financial information and reports necessary to manage a professional services firm.
  • Litigation support.
  • Cash basis tax returns with accrual basis financial statements.
  • Capital contributions of cash, depreciable property and other property.
  • Partner or shareholder buy-ins and buy-outs.
  • Allocations of recourse and non recourse liabilities.
  • Partnership and shareholder agreements.
  • Partner and shareholder compensation systems and profit allocations.
  • Working capital management and long term financing.

Non profits

  • Recommendations to Improve Financial Oversight and Governance
  • Assistance with Application for Tax-exempt Status
  • Accounting for Investments and Investment Policies
  • Review of Spending Policies
  • Operational Audits Focused on Internal Controls and Personnel Policies
  • Assistance with Development of Deferred and Incentive Compensation Plans
  • Graphic Presentation of Key Performance Indicators for Boards and Management

When starting up your nonprofit organization, you will need to complete numerous forms and paperwork. For example, in order to obtain your nonprofit, federal 501(c)(3) tax-exempt status, one must fill out a 32-page application and send it to the IRS and "request" approval. If you're at all familiar with the IRS 1040 form, this is similar to what their tax-exempt request form looks like! Since there are so many forms to fill out, most people are often confused and unsure where to start. Fortunately, NonProfit Organization Services.Org is here to help.

Are you serious about forming a tax-exempt, nonprofit corporate organization? If so, and if you're ready to get started, then we can help you:

  • Determine if nonprofit status is right for you
  • Setup your non-profit organization
  • Fill out all the federal paperwork & tax-exempt request forms [the 501(c)(3) and any Schedules]
  • Fill out all of the state tax-exempt request forms, if required
  • Develop your nonprofit incorporation
  • Create your nonprofit by-laws Setup your non-profit organization

Employee Benefit Plans

An independent audit can do more than meet regulatory requirements. It should be performed by employee benefit experts who can advise the organization on how to better manage the plan. Marshall Jones uses CPAs who specialize in employee benefit plan auditing and work exclusively with 401 (k) plans, profit sharing plans, pension plans and health and welfare plans. Our experienced employee benefit plan auditors provide high quality services at competitive costs while reducing your administrative time spent gathering data and answering questions. This approach allows us to address issues related to the design and administration of your plan, in addition to completing the audit.