Our Focus on Tax and Consulting

Specialized expertise for McDonald’s owner/operators

Not all accountants are the same. While we all sit for the same exam, we focus our efforts and continued learning in specific areas. For over 50 years, we’ve focused on McDonald’s owner/operators and their business needs. You will benefit from our depth of experience in the following areas:

  • Allocation of restaurant purchase price between equipment and intangibles
  • Assistance in structuring restaurant purchases
  • Analyzing the tax effects of restaurant sales
  • Reviewing investment considerations for income tax consequences
  • Preparation of business plans
  • Assistance with loan application preparation and refinance analysis
  • Employee retirement plan options
  • Employee benefit plan options
  • Restaurant valuation services
  • Wealth accumulation
  • Succession planning
  • Next generation planning
  • Retirement planning
  • Estate planning
  • Individual income tax preparation and consulting
  • Business income tax preparation and consulting
  • Growth and rewrite consulting

We understand the complicated dynamics of a family-owned business and have facilitated many successful transitions from parents to children. Our NextGen mentoring program goes a step further to ensure the next generation of franchise owners has a solid financial foundation.

We design a solution that is right for you. Call us at 800-234-5573 or email us to talk about how we can help your McDonald’s business.

Sara Smith and her husband stopped by our office while on vacation to help me with spreadsheets I was having difficulty with.  Outstanding, above and beyond service!”

- Frank Sandoval, McDonald’s Owner/Operator

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