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RubinBrown’s Entrepreneurial Services Group is proud of our client success stories.

One of RubinBrown’s first clients was in the automotive industry and 50 years later we continue to provide a range of services including quarterly compilations, tax return preparation and consulting. At the request of the client, we provided assistance when the company’s ownership transferred to the founder’s son. We prepared the founder’s estate tax return and continue to prepare the individual tax returns for the son and the current owner of the company, as well as other relatives. We assist the company throughout various business cycles and offer guidance to help manage difficult economic conditions and achieve success for the next generation.

During the course of performing an operational review at a physician’s office, it was discovered that managed care contracts were not loaded into the billing system. In addition, over $100,000 in patient receivables were greater than 365 days since the claims were not being properly appealed. As a result of the operational review, the client loaded payment terms in the billing systems to ensure proper reimbursements from payers were being received. Because of the appeal of the claims, the client was able to recover the $100,000 in outstanding patient receivables.

This premier structural engineering firm provides consulting services across the United States and has received accounting, tax and consulting services from RubinBrown for over 20 years. As the firm grows, RubinBrown provides a variety of services including planning for and managing the Company’s S Corporation election, performing a study of projects for the purpose of calculating research and experimentation credits, assisting with the purchase of term life insurance to support their buy/sell agreement, performing a business valuation, purchasing state income tax credits and benchmarking their operations.

As this software development company continued to grow, management sought a new accounting firm with the ability to provide a variety of professional services. RubinBrown now prepares the corporate tax return and offers advice regarding international tax issues, transactions, research and development tax credits and individual tax planning. We also provide estate planning to transition company ownership to the next generation and are currently analyzing the company’s retirement plan investment options and expenses for potential changes and savings.

Prior to purchasing a four-location retail business, this client requested advice on transaction details and business expense deductions. The client was guided through the process of establishing an LLC and obtaining a Federal ID number. Following the completion of the purchase, RubinBrown was engaged to continue to serve this client by assisting with monthly accounting, including bank account reconciliation, inventory tracking and depreciation on fixed assets. Our professionals also prepare the tax return of the business owner and have proposed an IT solution for a Point of Sale system needed by the company.