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

New HSA Contribution Limits Released for 2023

The IRS recently released Revenue Procedure 2022-24 with the 2023 annual contribution limits for... more
May 2, 2022
Blog

Secure Act 2.0 passed by the House of Representatives

Much like last year at this time, retirement legislation is gaining steam In Washington. The... more
April 25, 2022
Blog

2023 Welfare Benefit Plan Contribution Limits

The IRS recently released in Revenue Procedure 2022-38 the 2023 annual contribution limits for... more
November 4, 2022
Blog

2023 Dollar Limits on Compensation and Benefits Announced

The Internal Revenue Service has announced the 2023 cost-of-living adjustments for various limits... more
October 24, 2022
Blog

President Announces Student Loan Debt Relief

President Biden recently announced additional student loan debt relief. The additional relief... more
September 26, 2022
Blog

Due Date Extended: EEO-1 Reports may be Released- How to Respond

September 15, 2022 Update: DOL extended the deadline to submit objections to October 19,... more
September 2, 2022
Blog

M&A Activity Continues Despite Economic Headwinds

2021 was a busy year for U.S. mergers and acquisitions. Even before the onset of 2022’s economic... more
September 1, 2022
Blog

From an Individual Perspective: What’s Not in the 2022 Inflation Reduction Act

On August 17th President Biden signed into law the $739B Inflation Reduction Act. With many... more
August 29, 2022

Related Services

Learn more about our comprehensive platform of services tailored to the professional services industry.