As a professional service provider ourselves, we intimately understand the specific financial and logistical obstacles businesses in this industry must confront. We serve a wide range of professional service providers including lawyers, doctors, engineers, and other financial advisors, delivering the right expertise and experience for your sector to ensure you reach your financial goals. From tax assurance to consulting, we are committed to supporting you and realizing your visions for the future.
Our Services Include:
● Tax planning and consulting
● Federal and multi-state tax return preparation
● Partner tax assistance and individual income tax preparation
● Accounting and bookkeeping
● Trust tax return preparation
● Profit sharing plans
● Partner buy-ins/buy-outs
● Succession planning