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
Aug 16
Upcoming Speaking Engagement

Carol Barnard Will Host a Webinar on A-133 or “Subpart F” Audits

Join Carol Barnard and Scott Sheffler of Feldesman Tucker Leifer Fidell LLP on August 16th for... more
Blog

Working From Home? What Qualifies as a Tax Deduction?

You frequently work from home. Does this mean you can take a tax deduction for business use of your... more
Jul 16
Upcoming Speaking Engagement

Larry Davis Will Moderate Panel on Managing Risk

On July 18th, Larry Davis will moderate ACG National Capital’s seminar, “Smart Growth: Managing... more
Blog

5 Questions Dentists Should Ask Their CPA

In light of the recent tax law changes, a result of the enactment of the Tax Cuts and Jobs Act of... more
Video

SOC Reports in 90 Seconds

Organizations today outsource more of their core, IT, and business functions to third-parties. If... more
Infographic

Which SOC Report is Right for My Business?

Each type of Service Organization Control (SOC) Report is tailored to a particular audience and is... more