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

Jul 08

Financial Services Quarterly Reporting Update – 2nd Quarter 2021

Join us on July 8, 2021, from 2pm – 4pm EST…

2:00 pm - 4:00 pm
View Event
Oct 07

Financial Services Quarterly Reporting Update – 3rd Quarter 2021

Join us on October 7, 2021, from 2pm – 4pm EST…

2:00 pm - 4:00 pm
View Event
Mar 23

2021 Bank Secrecy Act & Anti-Money Laundering Outlook

  Join us for a webinar on March 23, from 11am…

11:00 am - 12:00 pm
View Event