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

Are You on the Road Again? Find Out How Many of Those Miles You Can Deduct

There are many details business owners need to consider when it comes to vehicle deductions, which... more
Blog

On-Ramp Underway for GSA OASIS SB Pool 1–Teams Now Welcome!

When the General Services Administration (GSA) released the RFP for Pool 1 on OASIS SB last month,... more
Blog

Industry Insights on Fraud Part II: Healthcare

The bi-annual Report to the Nations released by the Association of Certified Fraud Examiners (ACFE)... more
Blog

Thinking of Expanding? Don’t get CONned.

Many states, in an attempt to contain healthcare costs, require that a Certificate of Need (CON) be... more
Whitepaper

IT Risk Assessment

IT Risk Assessments (ITRAs), also known as security risk assessment or risk analysis, is a term... more