Dock at sunset in Southwest Florida

Industries We Serve

Every industry has its own opportunities in the tax code. These are the ones we work in every day.

Agriculture

Agriculture is woven into Florida’s history. The industry has changed tremendously since the citrus era, but the tax code governing it has only grown more complex.

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Athletes

Multi-state duty days, signing bonuses, and Florida residency — plus entity structuring for teaching pros earning lesson and clinic income.

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Aviation

Buying the plane is the easy part. How it’s owned, who flies it, and what it’s used for decide the tax bill.

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Construction & Trades

General contractors, electricians, plumbers, HVAC, roofers — the trades built SWFL and they run on job costing.

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Home Services

Pool routes, landscape crews, pest control, AC repair — the recurring-revenue backbone of SWFL.

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Hospitality

Restaurants, bars, hotels — the tourism economy.

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Marine Industry

SWFL runs on water, and so do its marine businesses — dealers, marinas, service and repair shops, charter operations.

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Medical Offices

Practice acquisitions and the purchase-price allocation that decides your tax bill for a decade — goodwill, equipment, noncompetes.

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Real Estate Investors

Real estate is the most tax-favored asset class in the code — depreciation on an appreciating asset, 1031 exchanges deferring gains indefinitely, passive losses, step-up at death.

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Other

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