No matter what you need, we’ve got you covered.
Specialized Services
Individuals / Trusts / Estates
Rock Creek Advisors provides financial solutions for high income and net worth individual clients.
Our clients continue to utilize our services because of our long-term, personal and attentive relationship with them. We are proactive in our planning and encourage communication throughout the year. Using our creative approach for tax planning, we implement strategies that maximize our clients after tax income. Our dedicated staff exercises its extensive knowledge of individual tax solutions including:
- Compliance
- Consulting on starting or acquiring new business ventures
- Financial, estate and trust planning
- Tax planning and return preparation
- Analysis of tax advantaged investments
- Representation before the Internal Revenue Service and other tax authorities
Business valuations / litigation support
Whether you are gifting a minority interest in your business, selling or buying a business or in need of conflict resolution, Rock Creek Advisors’ business valuation and litigation support experts help their clients achieve their goals. Through rigorous analysis Rock Creek is skilled at writing comprehensive reports that stand up in court. Our business valuation services are offered in the following areas:
- Estate and gift planning
- Transfer of limited partnership and LLC interests
- Calculations of value
- Merger and acquisitions
- Purchase price allocation
- Lost profits
- Divorce and marriage dissolution
Specialized Services
Physicians / Medical Service Providers
Our professionals offer a variety of financial solutions for physicians. We work with single, small, and medium general and specialty physician practices. We also work with veterinarians and animal hospitals. Our dedicated staff possess exceptional industry knowledge. Our expertise and services include:
- Assistance in buying and selling medical practices
- Financial statement preparation including audits, reviews and compilations
- Business and financial consulting and planning
- Debt structuring
- Tax planning and return preparation
- Preparation of financial projections
- Retirement and pension plan design and implementation
non-profits / faith-based organizations
Full scale, financial solutions for non-profit organizations is one of our specialties. To retain non-profit status these organizations are governed by specific financial reporting and Internal Revenue Service rules and regulations. Our dedicated staff has unparalleled experience and provides the following services:
- Assurance services including audited and reviewed financial statements in accordance with OMB Circulars
- Non-profit Forms 990T and 990 preparation
- Consulting
Professional services
When the primary purpose of an entity is to sell the services that only you and your employees can provide, you need a professional to assist with your business’ financial issues.
We offer financial solutions for virtually any professional service firms such as law, architectural, engineering, interior design, information technology and real estate brokerage. Our staff can use their expertise to provide the following services to help professional firms achieve their goals:
- Tax planning and return preparation
- Retirement and pension plan design and implementation
- Software selection
- Evaluation of business transactions including acquisitions, dispositions and reorganizations
- Financial statement preparation including audits, reviews and compilations
Real estate / construction
As economic conditions improve and the pace of development accelerates, real estate businesses must position their firms to seize new growth opportunities and maximize asset values.
We offer owners, investors and developers of multi-family and commercial rental properties the most current financial solutions to manage and expand their business. These businesses include home builders, general contractors, renovators, plumbers, electricians, carpenters, roofers, window and siding installers, painters, interior designers, cement and concrete providers and condominium converters.
Restaurants / lodging
Restaurants and lodging businesses are greatly affected by the economy. Based on our experience, we are adept at helping restaurant and lodging business owners navigate these ups and downs and remain profitable. Financial solutions to chain and non-franchised restaurant owners as well as hotel owners are expertly handled by experienced and dedicated principals and senior managers. We provide unmatched industry knowledge and innovative income tax planning.
Government contractors
Our consulting professionals listen, learn and collaborate on ideas that will help your business grow and add value over time.
We provide financial solutions for the accounting and consulting needs of any individual or business that sells or provides services or products to the U.S. Federal, state and local governments. Our expert knowledge of the specific requirements related to government contracts and federal acquisition regulations firmly positions us to deliver all professional services to the government contract industry, including:
- Pre and post contact review
- Contract pricing consulting
- Audits of overhead and indirect cost rates
- Obtaining financing and lines of credit
- Preparation of financial statements to meet financial institution, government and regulatory requirements
- Tax planning and return preparation
- Incurred cost report preparation and consulting
- 8(a) and SBA consulting
- Cost containment consulting for maximum profitability
Wholesale / retail supply / distribution
Our extensive background with wholesale and distribution clients enables us to provide relevant lessons learned from others in the industry, resulting in a proactive relationship that will add value to your business beyond basic compliance services.
We offer our clients a full range of financial solutions from small start-up distributors to well-established distributors with over $100 million dollars in sales.
Rock Creek Advisors is part of Platform Accounting Group, a next-gen accounting collective created to help boutique firms thrive in the 21st century.