Industries We Know Inside and Out

Every industry has its quirks—and so does the tax code. We bring deep experience across sectors, helping you stay ahead, save more, and make smarter decisions all year long.

Agriculture

We help farmers, ranchers, agtech startups, and producers navigate seasonality, deductions, and growth—on and off the land.

Arts & Entertainment

From performers to producers, we understand fluctuating income, creative project-based billing, and complex deductions.

Automotive

Whether you’re in parts, repairs, or sales, we support shops and service centers with cost tracking, payroll, and tax strategy.

Banking & Financial Services

We bring detail-oriented financial support to banks, lenders, advisors, and consultants in regulated, fast-paced environments.

Child Care

From home-based providers to centers, we offer financial tracking, payroll, and tax planning tailored to your care model.

Construction

We support builders and subcontractors with job-costing systems, payroll, and planning that keeps up with fast-moving schedules.

Engineering

We help engineering firms manage complex billing structures, R&D credits, and project-based financial planning.

Finance

We support financial professionals and institutions with strategic reporting, tax optimization, and regulatory readiness.

Fitness & Wellness

Gyms, trainers, and wellness businesses rely on us for managing fluctuating income, equipment write-offs, and employee tax support.

Food Service

Restaurants, caterers, and food trucks stay sharp with our help tracking tips, inventory, payroll, and quarterly filings.

Healthcare

Private practices, clinics, and healthcare consultants rely on us to streamline financials and navigate reimbursements, payroll, and tax planning.

Home Health

We assist caregivers, agencies, and service providers in handling reimbursements, payroll, and financial growth strategy.

Hospitality

From hotels to event spaces, we help owners and operators manage seasonal income, staffing costs, and tax filings with ease.

Insurance

From agents to agencies, we help insurance professionals manage commissions, deductions, and financial operations with confidence.

IT & Technology

Tech startups, software firms, and consultants rely on us for R&D credits, entity structuring, and scalable accounting support.

Legal

Law firms and solo practitioners need accurate trust accounting and professional deductions—we help handle both.

Life Sciences

Biotech, pharmaceutical, and medtech firms work with us to unlock credits, manage research spend, and plan for growth.

Manufacturing

We support operations of all sizes with COGS analysis, equipment depreciation, and production-driven financial planning.

Medical

We understand the pressures of private practices and help manage everything from payroll and tax strategy to insurance integration.

Nonprofits

Grants, donor tracking, 990 prep—we help nonprofits stay mission-driven while maintaining financial clarity.

Oil & Gas

Energy professionals face intense reporting requirements and volatile revenue cycles. We bring tax knowledge and industry fluency to support stability and growth.

Public Safety

Police, fire, and EMS deserve financial clarity. We support public safety professionals and departments with structured, transparent accounting.

Real Estate

Investors, developers, and managers trust us with 1031 exchanges, cost segregation, and multi-property tax strategy.

Retail

From storefronts to e-commerce, we handle inventory, sales tax, and forecasting—so you can focus on selling.

Transportation

From logistics firms to independent truckers, we support multi-state filings, fleet planning, and cash flow forecasting.

What It’s Like to Work With Pivot Tax

Businesses are confident in our results

We’ve got a process that keeps things clear, simple, and moving forward. No jargon, no runaround—just smart strategy, real communication, and support you can count on.

Our Process

1

We Talk First

You tell us what’s going on. No judgment—just a conversation to understand your goals, your challenges, and how we can help.

2

We Dig In

Our team gets to work gathering the details, reviewing your filings, identifying risks, and spotting savings opportunities.

3

We Build the Plan

You’ll get a clear, personalized roadmap—from fixing past issues to planning smarter for the future.

4

We Make It Happen

From filing corrections to handling the IRS and executing proactive strategies, we take the lead and keep you informed.

5

We Stay With You

We’re not just here for one tax season. You’ll have year-round support, ongoing check-ins, and a team that always has your back.

We’re Not Just a Tax Firm We’re Your Year-round Partner

No hourly 
billing

You’re not watching the clock. We’re here when you need us.

We actually plan ahead

We stay on top of tax laws so you don’t have to.

We talk to you—often

You’ll never wonder where things stand.

We’ve taken on the IRS—and won

We fight hard when it matters most.

Real Results, Real People

Pivot Tax gave me peace during tough financial times.

Your tax consulting gave me confidence

Your efficient, clear process turned claims into a breeze. Grateful!

Let’s Take Taxes Off Your Worry List

Start with a quick call. We’ll ask the right questions, assess your needs, and give you a clear plan—no pressure, no hourly rate.