Built for businesses with entities, properties, and transactions to keep straight.
Blue Moon CPA is not a tax-and-accounting firm for everyone. The work is focused on four groups where organized records and early tax planning change the outcome of real decisions.
Real Estate
For investors, property owners, developers, property managers, brokers, and other real estate professionals whose reporting has to work at both the property and entity level.
Specialized strategies such as 1031 exchanges and cost segregation are only discussed once Shawn confirms whether Blue Moon CPA provides or coordinates them for your situation.
- Property-level and entity-level accounting
- Income and expense tracking across properties
- Cash-flow reporting owners can act on
- Tax planning ahead of acquisitions and dispositions
- Transaction preparation and clean records
- Depreciation and basis tracking
- Coordination with attorneys, lenders, and other advisors
Law Firms & Legal Professionals
Practices grow faster than their accounting. Blue Moon CPA supports the business side of a firm so partners can see performance and plan owner compensation with confidence.
Blue Moon CPA does not advertise trust-accounting or IOLTA expertise. If your firm needs that support, raise it on the fit call so Shawn can confirm scope directly.
- Business accounting and reconciliations
- Owner compensation planning
- Cash-flow planning around collections
- Tax preparation and year-round planning
- Expense and profitability reporting
- Partner or shareholder considerations
- Financial workflows for a growing practice
Transaction-Driven & Remote Businesses
For businesses where a single transaction can reshape the year — multi-party, multi-entity, or managed across locations.
The exact scope of long-distance and out-of-state work is confirmed with Shawn before an engagement, including whether remote support is permitted in your jurisdiction.
- Organized records before a transaction begins
- Clear financial responsibilities among parties
- Coordination with outside professionals
- Entity-level reporting
- Tax considerations identified early
- Post-transaction accounting and cleanup
- Digital communication across locations
Professional & Service Businesses
Owner-operated companies that have outgrown reactive bookkeeping and want consistent accounting, planning, and communication throughout the year.
- Recurring bookkeeping and reconciliations
- Financial statements written to be read
- Estimated tax planning
- Reporting on an agreed cadence
- A CPA available before decisions, not only at filing time
Not sure which pathway fits? Describe the business on the fit call and Shawn will tell you whether Blue Moon CPA is the right firm. Review the services first if you want the detail.
Start with a business fit call.
Tell us about the business, the entities involved, and the decision or deadline ahead. Shawn reviews every inquiry personally and will tell you plainly whether Blue Moon CPA is the right fit.
Please do not send tax returns, contracts, closing documents, Social Security numbers, or banking details through this website.