Services & Industries

Helping You Manage Your Business Tax and Accounting Matters

Services We Offer

Green & Associates' core service is tax compliance & consulting for the real estate industry, small-business owners, and health-care practices. We further support that with our accounting & QuickBooks service, which is designed to help small business owners with bookkeeping so that they can focus on THEIR core business.

Tax Compliance & Consulting

We provide tax compliance and consulting services throughout the year to meet various clients' needs. We are confident that our hands-on approach and personalized service will guarantee the best experience for clients working with us.

Our team of seasoned tax professionals has more than 60 years of experience both at Big Four and local firms, so you can trust that you are in good hands. Your success and satisfaction are our top priorities; therefore, we are here to assist and support you, so you can focus on your business.

Accounting

Our accounting services include monthly bookkeeping and reconciliations. As part of our small business services, we can provide assistance with filing payroll taxes and 1099 reporting.

Real Estate

Green & Associates has extensive, in-depth experience serving a wide variety of real estate industry clients, such as:

  • Apartment developers/owner-operators
  • Residential home/condominium developers
  • Land investor/developers
  • Hotel/hospitality operators
  • Commercial office and industrial developers/owner-operators
  • Commercial construction

We understand our client’s industry and issues. We actively participate in real estate professional organizations such as the Gulf Coast Builders Exchange in order to stay abreast of industry trends, to better understand our client’s business. We also regularly attend the annual AICPA Real Estate/Construction Industry Conference to stay at the forefront of tax accounting issues affecting the industry.

Our extensive experience with the clients over a long period of time also enables us to provide cost-efficient, practical solutions to a wide variety of issues commonly faced, such as:

  • Flow-through (partnership and S Corps) reporting/investor relations
  • Partnership agreement/allocations reviews
  • Cost segregation studies
  • Multistate reporting

Small Business

Small businesses are the lifeblood of our economy and a focused industry/client service group for Green & Associates CPAs, LLC.

The small business’ we currently serve stretch across a variety of industries, including

  • Professionals/Law
  • Personal services
  • Healthcare
  • Manufacturing
  • Technology

Our approach is to view the small business and the owner(s) as a single taxpayer. The interrelationship between the owner and the company must be considered in almost every decision, and conclusions should provide the best overall benefit. Our extensive experience with individuals and pass-through entities enables us to analyze and consider almost every situation in an efficient manner.

“Small business” actually covers a lot of ground—we are currently servicing clients ranging from:

Start-ups which may require:

  • Initial structuring consultation, including review of operating agreements
  • QuickBooks Online – from initial setup, to check writing and monthly bookkeeping, until the business has grown and matured to the point of transitioning to internal personnel
  • Payroll and Form 1099 compliance
  • Other business consulting, including assistance with short- and long-term planning, and budgeting

Growing businesses which may require:

  • Acquisition assistance, including due diligence and purchase price allocations
  • More sophisticated tax planning, consistent with business plans
  • Planning for retirement

Mature businesses which may require:

  • Succession planning
  • Planning for owner retirement
  • Exit strategies/sales assistance and structuring