Construction & Real Estate

Traphagen Financial Group has been serving the construction and real estate industries for over 40 years. We understand the landscape and complexity that encompasses this industry segment. We provide constructive solutions to leverage efficiencies and maximize profitability.

Clients in this sector include:

  • Design & Build Contractors
  • Builders and Developers
  • Construction Contractors
  • Electricians
  • Heating and Plumbing
  • Real Estate Brokers

Clients services include:

Assurance Services 

  • Audit of Financial Statements
  • Review & Compilation of Financial Statements
  • Audits of 401K Pension Plans

Tax Services

  • Tax Planning Strategies
  • Tax Return Preparation
  • Multi-state and Local Tax Issues
  • Sales and Use Tax Planning
  • Federal Look-Back Taxation Issues
  • Estate Planning & Structure

Advisory Services

  • Assistance with Bonding
  • Assistance with Financing Structure
  • Operational Efficiency Analysis
  • Cash Requirements and Cash Flow Projections
  • Tax Strategies for Company Shareholder/Members
  • Enterprise Zone Tax Credits