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
Jul 29
Upcoming Webinar

Employee Retention Credit Webinar

Put in place as a COVID-19 relief program, the Employee Retention Credit (ERC) was created as an... more
Blog

Employee Retention Tax Credits for Recovery Startup Businesses are Now Available

When the American Rescue Plan Act of 2021 was signed into law on March 11, 2021, there were two... more
July 7, 2021
Blog

How to Use Multiple Lookup Criteria in a XLOOKUP Excel Formula

Microsoft Office’s newest iteration of Excel in Office 365 introduces "dynamic array formulas"... more
May 26, 2021
Blog

PCORI Fees Due for Many Health Insurance Arrangements by August 2, 2021

Under the Patient Protection and Affordable Care Act (PPACA), certain types of health insurance... more
May 24, 2021
Blog

Sustainability Reporting – Why You Should Care

Environmental, Social, Governance (“ESG”) – three words we have heard a lot about lately.... more
May 24, 2021
Blog

Compliance Does Not Necessarily Mean Secure

Compliance is certainly essential in today's world. Requiring Federal government contractors to... more
May 12, 2021