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 08

Webcast: Accounting Update Q4 – 2019

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1:30 pm - 2:30 pm
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Sep 18

Best Practices & Hot Topics Enhancing your 2nd and 3rd Lines of Defense

Moderator: Josh White Fee: None In today’s banking environment, high performing…

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Sep 10

Utilizing Job Tax Credit Incentives: A State & Local Tax Webcast

Hot Topics: Utilizing Job Tax Credit Incentives The webcast will provide…

11:00 am - 11:45 am
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