Through our integrated approach, we offer personalized services tailored to fit your needs.
We want to help you achieve your goals in developing your business and growing your investments. Our professionals work with a variety of developers, investors, and other real estate consultants and entrepreneurs.
Our team of certified public accountants, business advisors, personal financial planners and industry experts can guide you through the complexities of owning and operating real estate. Our team can also provide suggestions to managers and brokers to improve their financial strength and tax outcomes in their businesses.
What We Do
Our services include:
- Qualified opportunity zones
- Accounting services
- Due diligence
- CFO/advisory services
- Tax planning and compliance
- Business formation and transaction support
- Financial statement preparation
Commercial Real Estate Pro Network Podcast: Tax-Free Gains from Qualified Opportunity Zones with Jonathan McGuire
Meet Our Professionals
Nick Balaity, CPA, CCIFP®
Aldrich CPAs + Advisors
Nick joined the firm in 2016 and has over seven years of experience providing construction contractors, builders and real estate professionals assurance services (audits, reviews, and compilations), as well as business and transactional consulting. Before joining Aldrich, Nick started his career working with a large local firm in Portland, Oregon. His experience with sureties, bonding agents…
- Real estate
- FAR overhead rate schedules
- Certified Public Accountant
- Certified Construction Industry Financial Professional (CCIFP®)