PROFESSIONAL SERVICES

We offer accounting for professionals to help doctors, attorneys, consultants, and other self-employed service professionals to minimize their tax liability by ensuring they are in the most tax-efficient structure possible.

SERVICES

Proactive tax planning and forecasting from entity to the individual
Federal and multi-state income tax preparation
Advising on retirement plans and deferred compensation tax strategies
Business succession planning with structuring sales
Trust and estate planning
Structuring incoming partner’s buy-in