Understanding Your Needs

As a professional services firm, we have an inherent understanding of the needs, challenges and opportunities of law firms, engineering companies, medical practices and other consulting-based companies.

Professional Services

We understand and have successfully navigated through the unique challenges you face, from designing successful management, operations and compensation structures, to harnessing technology and human resources. Whether you need timely financial records or are looking for constructive tax planning to reduce your overall tax burden, we can help. We offer the following services for professional organizations:

  • Audited, reviewed or compiled financial statements
  • Business tax preparation and compliance services
  • Partnership buy-outs, capital account analysis
  • Equity compensation
  • Long-range and strategic planning
  • Tax planning for acquisitions and dispositions
  • Retirement/succession planning
  • Buying, selling or reorganizing a business/practice

Schedule a Consultation

Schedule a free consultation with one of our Partners to learn how you can optimize your financial operations and boost your bottom line. How can we help YOU?