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.


  • 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

Feb 04

State and Local Tax Webcast Series: Utilizing credits and incentives for business growth in 2020

States are actively trying to attract top companies into their borders.…

10:00 am - 11:00 am
View Event
Jan 30

State and Local Tax Webcast Series: State Income and Franchise Tax Development: A review of 2019 & Opportunities for 2020

How will the income and franchise tax developments for 2019 impact…

2:00 pm - 3:00 pm
View Event