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 provide deep expertise and focus on developers and investors in commercial and residential real estate.
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.
COVID-19 Tax Relief for QOZ Investors
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
Meet Our Professionals
Nick Balaity, CPA, CCIFP®
Aldrich CPAs + Advisors LLP
Nick Balaity joined the firm in 2016 and has been providing construction contractors, builders and real estate professionals assurance services (audits, reviews, and compilations) since 2011. Prior to joining Aldrich, Nick started his career working with a large local firm in Portland, Oregon. Nick likes to take a holistic approach to serving his clients by…
- Real estate
- FAR overhead rate schedules
- Certified Public Accountant
- Certified Construction Industry Financial Professional (CCIFP®)
Looking for Support?
Are you a benefits recipient or looking for help with your client account? Send us an email at firstname.lastname@example.org
Have a question?
Contact us to speak with one of our advisors.