Industries We Serve

At OMS CPA & Tax Services LLC,

 we take pride in offering tailored tax preparation, planning, and advisory services to a wide range of industries — with a particular emphasis on professionals and small business owners who require not just compliance, but strategic financial guidance.

Whether you are managing a growing business, advancing in a professional career, investing in real estate, or planning for the next generation, our firm provides the expertise, precision, and forward-thinking approach you need to succeed.

We understand the challenges small businesses face — managing cash flow, staying compliant, reducing taxes, and planning for growth. We work with startups, LLCs, S Corporations, and sole proprietors across various industries to:

  • Minimize tax liability through intelligent structuring
  • Ensure timely and accurate filings
  • Provide guidance on quarterly estimates and payroll tax obligations
  • Offer bookkeeping support that aligns with your operations
  • Identify and implement tax-saving opportunities throughout the year

We don’t just prepare your taxes — we become your year-round financial partner.

Medical professionals often juggle clinical duties, staff management, and business growth — leaving little time for tax planning. We help doctors, dentists, and independent health practitioners:

  • Navigate self-employment taxes and estimated payments
  • Manage practice income, 1099s, and payroll compliance
  • Maximize deductions related to equipment, home offices, vehicles, and continuing education
  • Understand retirement plan options tailored for high-income professionals (e.g., Solo 401(k))

 

We work with solo practitioners and small legal firms to ensure that their tax strategy supports their firm’s long-term sustainability. Our legal-industry services include:

  • Trust account compliance and reconciliation
  • Quarterly estimated tax planning
  • Business expense tracking and optimization
  • Strategic entity selection to reduce tax exposure
  • Year-end tax planning designed around high-income earners

Real estate professionals benefit greatly from proactive tax planning. We help agents, brokers, and investors take full advantage of:

  • Commission-based income structuring
  • Vehicle, home office, and marketing expense deductions
  • Rental property depreciation and cost segregation
  • 1031 Exchange support and capital gains planning
  • Real estate professional status (REP) qualifications for tax advantage

Even W-2 earners need planning. Whether you’re navigating a life change, working multiple jobs, or managing significant deductions, we help employed clients:


• Review withholdings and adjust tax strategy
• Optimize deductions (itemized vs. standard)
• Track investment gains
• Maximize retirement and education-related tax benefits
• Prepare for major life events like marriage, children, or home purchases

From passive investments to complex portfolios, we help clients make tax-efficient decisions that protect and grow their wealth:

  • Tax-efficient investment (capital gains vs. losses)
  • Strategic timing of asset sales and tax-loss harvesting
  • Passive vs. active income considerations
  • Retirement distribution strategies
  • Gift and estate tax planning

If you’ve given significant gifts to family or transferred assets, you may need to file Form 709. We handle the technical and compliance side of gift tax reporting, ensuring:

  • Proper valuation of gifted assets
  • Accurate reporting across annual and lifetime exclusions

We proudly serve a wide variety of other industries, including:

  • Consultants & coaches
  • Tech startups & creatives
  • Home-based businesses
  • Online retailers & solopreneurs
  • Construction subcontractors

If you run a small business, we bring the tools, insight, and personalized support needed to keep you compliant and profitable.

Consult
Consult