Hospitality Audit & Tax Planning Solutions

Restaurants, bars, hotels, resorts, country clubs and others in the hospitality industry face unique challenges. As consumer spending patterns change, even landmark places need to rethink their strategies. Evaluating cost cuts, menu changes, entertainment, personnel, building improvements and entering new markets requires detailed projections and tax planning to ensure that all financial implications are considered. At PDR, we work closely with our clients on these challenging decisions and are proud to work with so many successful local establishments.

PDR CPAs + Advisors Hospitality Solutions:

Audit and Assurance

  • Financial statement audits, reviews and compilations
  • Financial forecasts and projections
  • Internal control review and design
  • Due diligence on acquisitions
  • Agreed upon procedures

Tax Planning and Compliance

  • Corporate and partnership tax return preparation
  • Local property tax preparation and consulting
  • Tax projections and strategic tax planning
  • Cost segregation studies
  • Research and analysis of federal and state tax credits


  • Entity selection and ownership structure
  • Business plan preparation and projections
  • Profitability analysis and cash flow forecasting
  • Owner admission and withdrawal
  • Compensation and bonus plans
  • Owner dispute resolution
  • Succession planning
  • Retirement plan consulting
  • Merger and acquisition advisory services
  • Bank financing

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At PDR CPAs, we leverage our 50 years of industry expertise to help you keep your finances strong and your business moving forward.