WHO WE SERVE

Businesses & Organizations

Foreign and Domestic Partnerships, Corporations and LLCs

Cassidy Advisors and Accountants, LLC handles tax planning, preparation and general consulting for:

  • Tax return preparation for C-Corps, S-Corps, Partnerships, Schedule Cs, etc.
  • Entity structuring
  • Planning and formation of limited liability companies (LLCs)
  • Business formation (C-Corps, S-Corps & Partnerships)
  • Multi-state sales tax & income tax
  • Asset protection
  • Financial statements
  • Inbound/Outbound investments in the U.S.
  • Real estate investments & structuring
  • Businesses owned by foreign individuals
  • Foreign trusts, FBAR, and FATCA reporting
  • Captive insurance companies
  • Retirement planning
  • Management consulting
  • Payroll
  • Bookkeeping
  • Advisory Services
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WHO WE SERVE

Hospitality

Making a name in the hyper-competitive hospitality industry takes skill and creativity. Call on us to help. We know how to set the table for your success. 

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WHO WE SERVE

Nonprofits

Cassidy Advisors and Accountants, LLC provides preparation and planning for non-profit organizations.

  • Tax return preparation & planning
  • State filings
  • Financial statements
  • Bookkeeping
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WHO WE SERVE

Estates & Trusts

We offers advice and planning for all aspects of domestic and foreign trusts & estates.

  • Income and estate planning
  • Trust & estate tax returns (706 & 1041)
  • Planning and structuring of estates, trusts & beneficiary relationships
  • Foreign trust formation, filings & structure
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WHO WE SERVE

Memberships & Associations

We understand the financial dynamics of membership based organizations and associations where recurring dues, member engagement, and mission alignment all matter. Our team supports your organization with specialized accounting, reporting, and advisory services designed to ensure financial health, compliance, and long term sustainability.

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WHO WE SERVE

Retail

Retail businesses operate on tight margins, complex inventory, and fast-moving sales cycles and we’re here to help you stay financially sharp at every step. From brick-and-mortar shops to e-commerce brands, we provide the accounting and advisory support needed to manage inventory, optimize cash flow, and make data driven decisions that boost profitability.

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WHO WE SERVE

Health Care

Healthcare providers face a unique set of financial challenges — from navigating complex billing systems and insurance reimbursements to managing cash flow and regulatory compliance. We specialize in supporting medical practices, clinics, and healthcare organizations with financial services designed to help you track expenses, streamline revenue cycles, and improve profitability — so you can focus on delivering exceptional patient care.

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WHO WE SERVE

Individuals

Cassidy Advisors and Accountants, LLC gives each person our full attention, experience, and advice.

  • Tax return preparation for residents and nonresidents
  • Tax planning and consultation
  • Retirement planning
  • Investment structuring
  • Asset protection, including trust and estate structures
  • Planning & restructuring for individuals with businesses
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