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

The Deductibility of an Estate’s Excess Deductions to Beneficiaries

As we planned for and now prepare estate and trusts returns for 2018, beneficiaries and executors... more
Blog

Late Tax Return Filing May Mean Reduced Social Security Benefits

Late filing your tax returns? Here’s another reason to quickly get into compliance: You may be... more
Blog

Virginia Amends Residency Definition for Estates and Trusts

On February 15, Virginia amended its estate/trust residency statute by removing one of the... more
Blog

Tax Saving Strategy: Hire Your Kids

One often overlooked tax saving strategy is to hire your children to work for your business,... more