Professional Services

Professional services firms have unique needs and challenges unlike other companies. We face the same issues, and use this insight and experience to understand and customize solutions to each client’s specific business situation.

Time is money in this industry. Those in professional services lose valuable time that could be devoted to clients when they focus on non-core business functions. We take care of your business functions so you can concentrate on the work that they love.

Our team goes beyond minimizing tax obligations, we help clients and define and attain their business goals.  

Proudly serving:

  • Advertising/Marketing/PR agencies
  • Architects
  • Business consultants
  • Engineering firms
  • Financial services
  • Insurance agencies
  • Interior designers
  • Medical practitioners
  • Law firms
  • Technology companies


Helping clients with:

Accounting/Assurance services

Tax planning and preparation

  • Multi-state tax issues
  • Local tax issues
  • Credits and incentives
  • IRS representation
  • Consulting services
  • Forecasts and projections
  • Cash flow analysis
  • Break-even analysis
  • Industry benchmarking analysis
  • Fraud detection and deterrence
  • FAR regulations
  • Performance measurement/metrics
  • Operational assessments
  • Profit enhancement / cost reduction
  • Overhead absorption

Business advisory

  • Strategic planning
  • Due diligence
  • Merger and acquisition consultation
  • Financing assistance
  • Business valuation
  • Succession planning
  • Executive compensation planning
  • Estate and gift planning