Professional Services

As a professional services provider, we – like you – are in the business of building long-term relationships. Both of us take great care in providing quality expertise in our fields, and at the same time know that proactive financial strategies are important to the longevity of our businesses. Our Professional Services advisors understand the industry, providing comprehensive planning, consulting and compliance solutions. Our dedicated team will help you address financial and operational challenges as well as capitalize on opportunities.

Professional Services Solutions

  • Tax planning at entity and individual levels for owners
  • Audits, compilations and reviews
  • Fringe benefit reviews and benefit maximization for owners
  • Group compensation models and result-driven compensation modeling
  • Deferred compensation plans for key employees
  • Strategic business planning
  • Owner-occupied buildings – tax strategies and financial planning
  • Exit strategy and retirement consulting
  • Buy-sell agreement reviews
  • Business valuation services
  • Credits and incentives
  • Multi-jurisdiction income tax reviews
  • Personal financial planning services
  • Estate planning for owners

Read more about our Professional Services Practice.