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

Oct 07

Financial Services Quarterly Reporting Update – Q3 2021

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

2:00 pm - 4:00 pm
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Jul 14

Webinar: Quarterly Update Q2 – 2021

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

1:30 pm - 2:30 pm
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May 13

Financial Services Group Tax Update

Join us on Thursday, May 13th for a free webcast designed…

1:00 pm - 2:00 pm
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