Professional Services

We know from first-hand experience that professional services is the business of building long-term relationships. For us, that means we address your financial challenges with forward-thinking solutions.

Whether you want to retain key employees, take advantage of available fringes, or better understand how tax laws will impact your business, our Professional Services team
can help.

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
  • Tax credits and incentives
  • Multi-jurisdiction income tax reviews
  • Personal financial planning services
  • Estate planning for owners

Related News

Jan 13

2020 Quarterly Update – Fourth Quarter

How will emerging accounting, regulatory and market developments impact financial reporting…

1:30 pm - 2:30 pm
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Oct 06

Financial Services Quarterly Reporting Update Webinar

In our quarterly reporting webinar, we’ll provide participants with updates on…

2:00 pm - 4:00 pm
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Oct 27

BSA & HMDA Compliance Update Webinar

Join our HMDA expert, Drew Young, and our BSA experts, Nicole…

2:00 pm - 4:00 pm
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