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

Tax Impacts of the Consolidated Appropriations Act

On December 27, 2020, Congress signed into law the Consolidated Appropriations Act, 2021 (the... more
January 13, 2021
Blog

New Retirement Plan Provisions Under the Consolidated Appropriations Act, 2021

The recent Taxpayer Certainty and Disaster Tax Relief Act of 2020 and the COVID-19 Related Tax... more
January 6, 2021
Resource

Lease Accounting Under ASC 842

One of the most significant accounting overhauls to impact businesses is here. Are you ready for... more
December 28, 2020
Blog

IRS Liens Away From Many Repayment Requirements to Ease Taxpayers’ Burden During COVID-19 Pandemic

On Monday, November 2, the IRS announced a new initiative to help taxpayers who owe taxes to the... more
November 5, 2020
Blog

Dollar Limits on Compensation and Benefits Announced

The Internal Revenue Service has announced the 2021 cost-of-living adjustments for various limits... more
October 27, 2020
Blog

COVID-19 Pandemic Impact on Debt Modifications

The coronavirus (COVID-19) is an ongoing, pandemic disease which the World Health... more