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 have specialized expertise that can help your firm grow.

Our Services:
In addition to accounting and tax services, we also offer sound financial and business advice that will help you make more money — and keep more of what you make. Our services include:

  • Tax Planning and Preparation – Creating a plan to minimize your taxes as well as preparing all tax filings — from quarterly tax statements to 1040s.
  • 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.