Professional Services

We are experts at serving the accounting needs of professional service firms including law firms, health and medical practices, architectural and engineering firms, and consulting firms of all types. If your business involves selling professional knowledge and time, we can help your firm grow.

If you need accounting and tax services for your business, we invite you to schedule a call or meeting with us to learn how we can help you. During this initial meeting, we will:

  • Explain best practices for growing your business
  • Review important financial considerations you need to be mindful of
  • Discuss ways to protect your assets

 

 

Why Use Us?

We have experience and services that distinguish us

We Understand – As a professional services firm, we truly understand your challenges and needs. We can offer you sound financial and business advice to grow your business and profits.

We are Specialists – Our vast experience with tax matters gives us a huge advantage when it comes to helping you improve efficiencies through accounting methods.

We Provide a Full Range Accounting Services

  • Tax Planning and Preparation – Creating a plan to minimize your taxes as well as preparing all tax filings — all tax forms including quarterly and annual, personal and business, tax returns.
  • Bookkeeping – Setting up and maintaining your books on QuickBooks or other similar software.
  • Accounting and Reporting – Completing and closing your books, and preparing financial statements for you and your partners.
  • Retirement Planning – Advising on 401ks, SEPs, SIMPLE defined contributions and defined benefit plans and others.
  • Structuring Business Entities – Advising on selecting the right business entities, such as corporations (including S-corporations), LLCs and limited partnerships.
  • Health Insurance – Advising on the tax benefits of health insurance, including health savings
  • Accounts and cafeteria plans.
  • Internal Controls – Advising on upgrading your time and billing systems and improving record keeping.
  • Succession Planning – Planning for the retirement, disability or death of a firm’s principals, including trust and estate matters.
Schedule an Appointment