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Fogel Klein LLP provides audit, tax, and advisory services to organizations that operate in regulated, investor-facing, or fast-moving environments. While we serve a broad range of businesses, we are especially focused on Affordable Housing, HUD Multifamily, and LIHTC.

Affordable Housing, HUD Multifamily & LIHTC

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Affordable Housing, HUD Multifamily & LIHTC (Core Focus)

We work with owners, developers, management agents, and stakeholders across the affordable housing ecosystem. Our team understands HUD reporting expectations and LIHTC investor and partnership requirements, and we help clients stay aligned year after year—through refinances, acquisitions, transfers, and portfolio growth.

Common needs we support

  • HUD-compliant financial statements and required submissions
  • LIHTC investor-facing reporting and partnership tax considerations
  • Compliance-driven audits and strong financial statement presentation

Real Estate

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Real Estate

Real estate businesses often involve multiple entities, complex financing, partner economics, and ongoing reporting requirements. We support owners and operators who need reliable financials, organized books, and tax planning that matches how the deal actually works.

Common needs we support

  • Entity structuring and multi-entity reporting
  • Transaction-driven planning (acquisitions, dispositions, restructurings)
  • Multi-state compliance and ongoing tax planning

Healthcare & Senior Living

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Healthcare & Senior Living (Including Nursing Homes)

Healthcare operators and investors face margin pressure, regulatory requirements, and complex ownership structures. We support healthcare and senior living organizations with dependable reporting, deadline discipline, and tax planning aligned to ownership and operations.

Common needs we support

  • Consolidated and multi-entity reporting support
  • Tax compliance and planning aligned to ownership structure
  • Year-end execution that stays deadline-ready

Behavioral Health (ABA Therapy)

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Behavioral Health (ABA Therapy Providers)

ABA and behavioral health providers operate with payroll-heavy operations, multi-location growth, and reporting needs that change quickly. We help organizations maintain clean financial visibility and consistent tax compliance so leadership can stay focused on care delivery.

Common needs we support

  • Clean month-end close and management reporting
  • Payroll-heavy operations and multi-location visibility
  • Tax compliance and planning as the business scales

Not-for-Profit Organizations

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Not-for-Profit Organizations

Not-for-profits have unique reporting, governance, and stakeholder expectations. We help organizations maintain clarity around reporting requirements and deadlines—supporting finance teams, leadership, and boards with reliable year-end delivery.

Common needs we support

  • Audit and reporting support tailored to stakeholder expectations
  • Internal control and documentation support
  • Clear year-end process and deadline discipline

Insurance Agencies & Brokerages

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Insurance Agencies & Brokerages

Insurance agencies and brokerages have distinct revenue cycles and operational reporting needs. We support firms that want cleaner financial visibility, organized accounting, and dependable tax compliance.

Common needs we support

  • Reliable financial reporting and organized close process
  • Entity structuring and tax planning for owners
  • Consistent compliance execution and documentation

Technology & IT Services

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Technology & IT Services

Technology and IT service companies can scale quickly—bringing complexity around recurring revenue, project work, staffing, and multi-state considerations. We help technology-focused businesses maintain accurate reporting and proactive tax planning as they grow.

Common needs we support

  • Management reporting for recurring and project-based revenue
  • Multi-state tax awareness and compliance support
  • Process improvements that reduce manual cleanup

Media, Advertising & Communications

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Media, Advertising & Communications

Media and creative businesses often run on project schedules, retainers, and fluctuating production cycles. We help clients improve financial clarity, tighten reporting, and stay consistent through peak periods.

Common needs we support

  • Project and retainer reporting clarity
  • Clean close and better visibility into profitability
  • Tax compliance and planning aligned to operations

EV Charging Infrastructure (EVSE)

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EV Charging Infrastructure (EVSE Installation & Maintenance)

EV charging businesses operate in a highly execution-driven environment—multi-site deployments, tight timelines, vendor coordination, and activity across multiple states. We support EV charging infrastructure companies with the accounting, tax, and reporting discipline needed to scale with confidence.

Common needs we support

  • Clear financial reporting across projects, locations, and entities
  • Multi-state compliance considerations as operations expand nationally
  • Multi-state sales tax compliance
  • Organized close process and documentation that reduces last-minute cleanup
  • Advisory support for growth, budgeting, and operational decision-making

Wholesale, Retail & Distribution

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Wholesale, Retail & Distribution

Wholesale and retail businesses move fast—inventory, margins, cash flow, and sales tax exposure can create risk if reporting is delayed or unclear. We help owners stay organized and proactive.

Common needs we support

  • Inventory and margin-focused reporting support
  • Sales tax awareness and multi-state considerations
  • Consistent close process and better cash-flow visibility

Manufacturing

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Manufacturing

Manufacturing adds operational complexity—inventory valuation, costing, and consistent reporting matter. We support manufacturers that need reliable financials and steady tax compliance.

Common needs we support

  • Accounting structure to support costing and reporting
  • Inventory and operational reporting clarity
  • Tax compliance and planning as operations grow

E-Commerce & Amazon Sellers

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E-Commerce & Amazon Sellers

E-commerce businesses require disciplined accounting and reconciliation to keep pace with growth. We help sellers improve reporting clarity, reduce manual clean-up, and stay compliant as volume increases.

Common needs we support

  • Marketplace payout and bank reconciliation support
  • Inventory and margin visibility
  • Multi-state considerations and sales tax awareness

Construction

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Construction

Construction requires disciplined tracking and reporting. We help construction businesses maintain clear financial visibility so they can manage jobs, vendors, and profitability with confidence.

Common needs we support

  • Job-level visibility and cleaner reporting
  • Organized documentation and close process
  • Tax planning and compliance aligned to business structure

Homeowners Associations (HOAs)

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Homeowners Associations (HOAs)

HOAs need straightforward reporting, clear communication, and dependable delivery to meet board and stakeholder expectations. We support HOAs that want clean financials and an organized year-end process.

Common needs we support

  • Clear year-end reporting and stakeholder-ready presentation
  • Clarity around reserves, assessments, and year-end close
  • Consistent coordination with boards and management companies
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