•    Tax planning and return preparation
•    Retirement and pension plan design and implementation
•    Software selection
•    Evaluation of business transactions including acquisitions, dispositions and reorganizations
•    Financial statement preparation including audits, reviews and  compilations

Professional Services Industries

When the primary purpose of an entity is to sell the services that only you and your employees can provide, you need a professional to assist with your business’ financial issues. 


We offer financial solutions for virtually any professional service firms such as law, architectural, engineering, interior design, information technology and real estate brokerage. Our staff can use their expertise to provide the following services to help professional firms achieve their goals:

We offer direct access to our principals and senior managers who have over 175 years of combined experience. Through responsive, creative, strategic planning, we position ourselves, side-by-side, with our professional service clients by applying innovative solutions to your issues and challenges while maximizing your tax benefits.