Manufacturing, Distribution, & Logistics

Industries

Manufacturing, Distribution, & Logistics

Our professionals bring deep expertise in financial accounting and reporting standards, performance metrics, and tax regulations, allowing us to navigate the complexities of various sectors within the manufacturing, distribution, and logistics industries.

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June M. Toth

Practice Leader

Meet the Team Resources

We specialize in serving middle-market, privately held manufacturers, distributors, and logistics companies across a wide range of industries, including but not limited to:

Industrial Products
Paper
Chemicals
Transportation and Logistics
Medical Equipment
Food and Beverage
Pharmaceuticals

We are committed to providing personalized attention and crafting tailored strategies for our clients in the manufacturing, distribution, and logistics sectors. Our comprehensive suite of services includes:

Financial Statement Audit, Review, and Compilation
Employee Benefit Plan Audit
Tax services
Client Accounting and Advisory Services
Litigation Support
Business succession planning
Mergers and acquisitions
Business valuation

At our firm, we believe in building adaptable, collaborative relationships. Our long-standing partnerships with clients are built on trust, positioning us as trusted advisors for the long term.

Your Success is Our Business

Supporting business growth, transition, and personal financial success with expert accounting, tax, and advisory services.

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Audit & Assurance Services

Our Audit & Assurance services provide manufacturing, distribution, and logistics companies with the financial clarity and confidence needed to thrive in a dynamic and competitive business environment. We deliver independent, industry-specific assurance solutions that help businesses meet regulatory requirements, enhance internal controls, and improve financial reporting accuracy. From audits and reviews to agreed-upon procedures, our team offers valuable insights that drive operational efficiency, mitigate risk, and support sustainable growth.

Our clients gain enhanced financial transparency with services including:

Financial Statement Audits & Reviews – Independent assurance to meet lender, investor, and regulatory requirements
Agreed-Upon Procedures (AUPs) – Customized engagements for specific financial concerns
Internal Controls Assessments – Strengthening processes to mitigate risk & improve operational efficiency
Employee Benefit Plan Audits (401(k), ESOPs) – Compliance for DOL & IRS requirements
Revenue Recognition & Inventory Accounting Support – Ensure GAAP compliance for complex financial reporting

Tax Services

Our Tax Services are designed to help manufacturing, distribution, and logistics companies navigate intricate tax regulations while maximizing savings and ensuring compliance. With a deep understanding of industry-specific tax challenges, we provide strategic planning, multi-state and federal tax compliance, R&D tax credit analysis, sales and use tax consulting, and guidance on mergers, acquisitions, and business succession.

Our proactive approach helps businesses minimize tax liabilities, optimize cash flow, and stay ahead of the evolving tax landscape. Our tax services include:

Corporate Tax Compliance – Federal & state tax return preparation, estimated tax planning, and state tax nexus compliance
Pass-Through Entity Tax Compliance – S-Corp & partnership tax preparation, multi-state tax strategies
Sales & Use Tax Consulting – Nexus reviews, exemption certificate management, voluntary disclosure agreements (VDAs)
R&D Tax Credits & Incentives Consulting – Identifying opportunities for R&D Tax Credits & Incentives, helping clients uncover potential credits related to innovation and process improvements
Cost Segregation Studies – Identify opportunities to accelerate depreciation and reduce tax burdens on facility investments.
Inventory & Supply Chain Tax Planning – Optimize tax treatment of inventory methods (LIFO vs. FIFO)
State & Local Tax (SALT) Advisory – Multi-state compliance, apportionment planning, and refund opportunities
Mergers & Acquisitions Tax Advisory – Transaction structuring, due diligence, and tax efficiency planning
Transfer Pricing & International Tax – Cross-border tax strategies, transfer pricing documentation, and compliance
IRS & State Tax Audit Defense – Representation in audits and controversy resolution
Succession & Exit Planning – Business transition strategies to minimize tax impact