Professional Services

We understand your business.

As a professional service firm ourselves, we understand how important it is to provide your clients with expert service—while building lasting relationships. We empower you to dedicate your time to serving your clients while we manage your tax, accounting, and other financial support needs.

Our Approach

Whether you are a medical professional, lawyer, engineer, architect or other professional entrepreneur, we take a unique approach to helping you make informed decisions. Our team analyzes your business practices to identify procedures that not only ensure the smoothest operation possible, but that also give you the data necessary to anticipate your financial needs.

Our Services

Our industry-specific expertise goes beyond standard accounting and tax services to include:

  • Tax planning and preparation
  • Tax advocacy and controversy
  • Estate, gift, and trust services
  • Quickbooks support and outsourcing
  • Compensation and benefits
  • Audit and assurance services
  • Internal control review
  • Mergers and acquisitions
  • New partner/shareholder admission planning
  • Business valuation
  • Litigation support
  • Strategic business planning
  • Wealthcare

Let our industry experts take your professional services practice to the next level.

Blog

Alimony and the New Tax Bill

Under present tax law, alimony remains deductible to the payor and taxable to the recipient.... more
January 30, 2018
Blog

How Does the New Tax Law Affect Your Practice?

No doubt, you have heard that there is a 20% deduction for business income. But, as with anything... more
Blog

Volunteering—More than a Tax Deduction

Medical professionals in the D.C. Metro area are well known for their generosity to a wide range of... more
Blog

Self-Rentals

Tired of paying someone else rent for your medical practice office? Thinking of purchasing your own... more
Blog

Lowering Tax Liability for Medical Professionals

Many medical professionals earn salaries that push them into higher tax brackets and are unable to... more
Blog

What to Present to Your Risk Committee

Enterprise Risk Management (ERM) is a risk assessment that spans the entire organization in review... more