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
January 26, 2018
Blog

Notice and Reporting Deadlines Approaching for Incentive Stock Option and Employee Stock Purchase Plans

Under Section 6039 of the Code, corporations are required to furnish statements to current and... more
January 14, 2022
Blog

New FinCEN Beneficial Ownership Information Reporting Requirement under Corporate Transparency Act

The Corporate Transparency Act (“CTA”) is a new U.S. federal law that was enacted in 2020. The... more
January 5, 2022
Blog

Overreliance on Plan Service Providers

We have previously discussed the role of fiduciaries in an employee benefit plan, but now we need... more
December 7, 2021
Blog

Top Audit Findings of the 2021 Plan Audit Season

With the passing of the October 15 calendar year plan 5500 reporting deadline, and the conclusion... more
December 7, 2021
Blog

Employee Retention Tax Credit Canceled for 4th Quarter 2021

On November 5, 2021, Congress passed the Infrastructure Bill that, once signed by President Joe... more
November 10, 2021
Blog

Dollar Limits on Compensation and Benefits Announced

The Internal Revenue Service has announced the 2022 cost-of-living adjustments for various limits... more
November 5, 2021