Professional Services

Individuals and companies that provide services have unique accounting needs. Sometimes comprised of a collection of professional associations, sometimes a mix of equity owners, sometimes a highly successful individual with a complex financial scenario – each situation has its own opportunities and obstacles.

We can help you avoid tax traps and structure appropriately.

Many professional services firms struggle with issues outside their core competencies – accounting, internal controls, corporate governance and risk assessments. We can help with these issues and many others related to structuring a business and its financial systems.

Our strength is establishing inter-disciplinary teams comprised of CPAs, valuation professionals, senior tax professionals, technical audit specialists, management consultants, information technology resources, and financial and estate planning advisors. These skilled individuals come together under the direction of senior-level directors for each engagement.