Expert Solutions
Our Services — Built to Work Together
We provide a comprehensive suite of financial services specifically tailored to the unique complexities of the real estate and construction industries.
Tax
- Nonprofit returns (Form 990)
- Excise returns (Form 720)
- Estate & trust returns (Form 1041)
- Gift tax returns (Form 709)
- Foreign compliance (5471, FBAR, disclosures)
- Tax resolution & representation (POA, audits)
- Business payroll tax filings (941/940)
- Individual tax compliance (1040)
- Business tax compliance (1065 / 1120S / 1120)
- Tax planning & projections (year-round strategy)
CFO / Advisory
- Financial statement preparation (advisory-use)
- Financial systems optimization
- Board / bank package build (lender-ready)
- Technology and systems advisory
- Due diligence support (buy/sell readiness)
- Value maximizer advisory (profit improvement)
- Growth & capital advisory
- Strategic financial advisory
- KPI / scorecard build
- CFO services (cash flow forecasting, budgeting)
Accounting & Bookkeeping
- Systems & app management (QBO/Xero)
- Book depreciation schedules
- Prior-year closeout
- Cleanup / catch-up bookkeeping
- Bookkeeping support (training + corrections)
- Annual accounting (Schedule C / Schedule E)
- Bill pay management (AP discipline)
- Payroll administration
- Monthly bookkeeping in QuickBooks / Xero
- Month-end close & reporting
Assurance / Attest
- Pre-audit support for other firms
- Employee benefit plan audits (EBP)
- Agreed-upon procedures (AUP)
- Personal financial statements (PFS)
- Compilation of personal/financial statements
- Review of financial statements
- Audit of financial statements
- Lender / investor-ready reporting support
- Audit / Review / Compilation engagements
Need a firm that helps you think, not just file?
Contact us today to see if Dohan CPA is the right fit for your business goals.