REAL ESTATE & CONSTRUCTION

A significant portion of our client base is connected to real estate and construction, including developers, homebuilders, real estate property owners, property management companies, and residential and commercial construction companies.

Services

We have been involved on projects from concept planning through ground breaking. The members of our Team have in-depth experience with:

  • Financial statement audits, reviews, compilations
  • Tax compliance and planning, including partnerships and LLC expertise
  • Tax credits and incentives
  • Individual Tax Preparation and Planning
  • Business Tax Preparation and Planning
  • Estate and Trust Planning

Our proven expertise in the construction and real estate industry enable us to minimize your worries so that you can profitably manage your day-to-day operations. Our combination of technical excellence and top-rate client service will set the foundation for future growth and success.

PROFESSIONAL SERVICE FIRMS

Your professional success has led you to “hang out your shingle” and run your own business. But your strongest interests and talents lie with providing your service, whether it is architecture, engineering, interior design, real estate or the law.

Running your business goes more smoothly when you engage the right advisors, and allow some tasks to be managed by specialized professionals. Sweeney Kovar has a long and deep history of serving privately owned businesses like yours.

Whether you need expert counsel to minimize your tax burden or handle your bookkeeping and payroll, we offer a personalized service that fits your situation. This allows you to get back to doing what you do best, taking care of your clients.

Our Services include the following:

  • Tax Services
  • Compilation, Review or Audit services
  • QuickBooks support
  • Mergers and acquisitions
  • Business Entity Selection
  • Litigation support services for Attorneys, including Expert Testimony
  • Lost profits analysis

NOT-FOR-PROFIT

Sweeney Kovar understands the unique financial and operational challenges faced by not-for-profit organizations. We understand that with tight budgets and limited staff, they need an experienced advisor to assist with their financial needs. Our firm, with over 25 years of experience in the not-for-profit sector, helps you address these issues.

Services

Our services for the not-for-profit industry include:

  • Financial statement audits, reviews and compilations
  • Tax compliance and planning
  • Establishment of policies and procedures
  • Cost allocation between funds and programs
  • Exempt status consulting

Our commitment to the industry goes beyond the clients we serve. Our professionals actively participate on boards and committees for numerous local and regional not-for-profits, allowing us to better understand the special challenges you face.

EMPLOYEE BENEFIT PLANS

Sweeney Kovar has developed an extensive expertise focused on employee benefit plans. Our professionals provide audit, tax reporting and consulting services designed to help you efficiently maintain and enhance your employee benefit programs.

Services

Our professionals are highly knowledgeable and have years of experience performing ERISA audits (both full and limited scope) on a wide range of plans, including:

  • Defined Contribution Plans including 401(k), 403(b) and Profit Sharing
  • Defined Benefit Plans
  • Health and Welfare Plans

The employee benefit plan arena is constantly changing. Failure to keep up with these new requirements can result in substantial penalties to plan sponsors. Our CPA’s annually attend continuing professional educational training on ERISA audits and DOL and IRS compliance and reporting requirements.

Let Sweeney Kovar be your partner in providing guidance in this complex area. Contact us today.

HEALTHCARE

Sweeney Kovar advises individual and group physician practices, surgery centers, dental practices, home health and elder care providers. In addition to working with established organizations, we assist start-up entities with the complex and unique accounting and tax issues they face.

Services

We offer the following services to keep your business financially healthy:

  • Financial statement audits, reviews and compilations
  • Tax compliance and planning
  • Review of partnership/operating, non-compete, and physician agreements

Whether you need tax, audit, or consulting services, the team at Sweeney Kovar can help you navigate the course.