Personalized attention with a modern approach.
Professional Services
We understand that costs are counted differently when a company is delivering people-based solutions rather than goods. We look for creative ways to reduce costs, find process improvements and remove some of the financial burden. We help service-based clients look beyond the numbers for strategies that will assist them in delivering a superior service to the marketplace while sustaining profits.
As your trusted advisors, we take on the challenges presented to business owners so you can provide quality services to clients, while we take off the pressures of keeping you on track to meet your business goals.
Some of the services we provide to our Professional Services clients include:
- Audits, Reviews and Compilations
- Federal, State and Local Tax Planning and Compliance
- Financial Statement Preparation
- Audits of Retirement and Employee Benefit Plans
- Business Valuations
- Fraud/Forensic Investigation
- Multi-State Tax Planning
- Succession Planning
- Budgeting and Cash Flow Management
- Estate Planning
- Outsourced Accounting
- Internal Control Evaluation and Review
- Nexus Studies
Ed Golden
Partner
PROFESSIONAL SERVICES NEWS & INSIGHTS
Business Tax Implications of the Inflation Reduction Act (IRA)
The Inflation Reduction Act creates minimum corporate tax and pushes for renewable energy investments by businesses. Read more here.
Today’s Professional Services Industry Prioritizes Its Professionals: Do You?
Recent years have seen a surplus of headlines forecasting and preparing for a post-2020 work environment. Companies continue to face COVID-19 concerns in 2022. The reality is professional services firms face new and continued challenges that include navigating the tax implications of various work arrangements and attracting and retaining talent amid shifting labor trends.
4 Tips for Working With a Resource-Constrained IRS
Federal tax professionals working to resolve issues with the IRS can attest to the multifaceted impacts of the agency’s resource constraints on taxpayer service. The following are some suggested best practices for dealing with the IRS in the current environment.