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Tailored tax, assurance, & advisory services to meet the business needs of the hospitality industry.

FORVIS delivers accountability, continuity, and responsiveness from a dedicated team of hospitality specialists.

COVID has hit the hospitality industry hard. Owners and financial managers like you know firsthand the challenges of navigating new tax and reporting requirements for relief packages and incentives. Our FORVIS team of hospitality specialists has helped clients manage through the pandemic and respond to a reviving economy.

Our experience is broad and knowledge deep. Our clients include amusement parks, country clubs, fitness centers, golf courses, hotels and resorts, management firms, marinas, private clubs, restaurants, spas, and timeshare developers. Membership in hospitality trade associations help us keep current with best practices, emerging industry trends, and legislative and regulatory activity. Using market data, your financial reporting, and operational metrics, we benchmark your current position and address strategic options. Whether it’s outsourced accounting services, franchise operations, or long-range planning, we can help.

FORVIS seeks to be your one-stop shop to drive efficiency and stability. That includes lightening your tax and regulatory burden, providing confidence in your numbers, offering strategic solutions to pain points, and seizing opportunities.


FORVIS provides confidence in your numbers. You depend on accurate, trustworthy information about your firm’s financial strength to make informed, well-founded decisions. Our assurance professionals take a proactive approach that includes candid and open communication to address your financial reporting needs. Our independence and objectivity help deliver the security and confidence you expect.

  • Accounting/Costing System Design/Reviews
  • Accounts Receivable & Payable Management
  • Audits, Reviews & Compilations (including for HUD)
  • Contract Compliance
  • Employee Benefit Plan Audits
  • Feasibility Studies
  • Financial Risk Management 
  • Internal Audits & Controls
  • Lease Accounting
  • Loan Defeasance
  • Outsourced Accounting
  • Quality Reports for Boards, Audit Committees & the Public
  • Revenue Recognition
  • System & Organizational Controls Reports


FORVIS’ proactive approach to reducing your tax burden allows you to plan while also mitigating risk. And because virtually every financial decision can have tax implications, careful tax planning can make a big difference in the final outcome. We monitor state and federal legislative and regulatory activity and apply what we learn to our recommendations for reducing your corporate, partnership, and personal tax liabilities. Our tax specialists provide responsive, personal service and deliver solutions that meet your needs and exceed your expectations.

  • Alternative Minimum Tax
  • Cost Segregation Studies
  • Credits & Incentives
  • Entity Selection
  • Estate Tax Planning
  • Passive Activity Compliance
  • Planning, Preparation & Filing for State, Local, Federal & International Tax
  • Qualified Property Zones
  • Reverse Sales Tax Audits & Property Tax Reviews
  • Reportable Transactions
  • Section 179D Program for Deductions on Energy-Efficient Buildings
  • Sustainability Tax Credits
  • Tax-Free Exchanges
  • Wealth Planning


Beyond tax, accounting, and regulatory compliance, FORVIS’s suite of advisory services addresses other planning and operational needs. We offer technical and planning solutions in digital transformation, cybersecurity, employee stock ownership plans, wealth management, and much more.

Our advisors start by listening to you. Then we methodically collaborate to address your pain points and reach your goals. Through the years, we can help you transition to new markets, structures, and leaders, each presenting challenges and opportunities. We draw from our knowledge bank of solutions to help you create competitive advantages and turn opportunities into success.        

  • Benchmarking
  • Bonding, Insurance, & Licensing
  • Budgets, Forecasts & Projections
  • Business Valuations
  • Compensation Planning
  • Contract Claims Consulting
  • Cost System/Estimating Alignment
  • Employee Stock Ownership Plans 
  • Environmental, Social, & Governance Advisory Services
  • Financing
  • Forensics & Litigation Support
  • Government-Assisted & Government-Insured Property
  • Like-Kind (1031) Exchanges
  • Mergers & Acquisitions
  • Risk Management
  • Strategic Planning
  • Succession Planning
  • Technology Planning & Support
  • Transaction Services 

Trusted Advisor

We’re CPAs and advisors. Our FORVIS hospitality specialists apply their knowledge, sound judgment, and commitment to deliver solutions that meet your business and personal needs.

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