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

Top Tax Question for Law Firm Partners: Should I Participate in State Composite Filings?

Many law firms operate in more than one state. Oftentimes, this requires partners or shareholders... more
Infographic

401(k) Auto Enrollment Trends

Hardly a day goes by when we don't hear about the retirement crisis in America. In response to this... more
Infographic

Compensation & Benefits Trends

Developing compensation and benefits arrangements to meet the needs of all employees can keep human... more