Our professional services clients include physicians, attorneys, architects, search firms and many others. A common concern among professional services is to find out if you're getting all the tax deductions you're allowed. Often with professional services fields there are benefits and deductions that have escaped notice.

It's important in professional services to employ a method of accounting that has you pay taxes only on the income you're collecting. Companies in this industry that use a cash method of accounting end up paying taxes on monies they have yet to receive. We can help you set up the accounting practices and retirement plan that will benefit you and your business, regardless of what stage of business you're in.

We'll work with you as closely as you like. For some of our clients we monitor their financial statements on a monthly basis and advise on possible improvements, deductions and strategies, as well as helping to keep them on track for their long-term business goals. Many clients have been with us ten years or more and find that our advisory role gives them the outside perspective they want to help grow their business.

Our services include:

• Tax planning & compliance
• Employee benefits & staffing cost analysis
• Developing reward and share plans for employees
• Succession planning and ownership transition