Professional Services

With client service being the core of our business, we understand that your financial and tax-planning needs in a professional services setting are similarly complex. Also, per our firm’s foundational philosophy, our goal is to contribute to your economic and personal well-being by providing state-of-the-art, quality, and trusted professional services.

Whether your professional staff consists of attorneys, insurance agents/brokers, architects, or engineers we will work with you to help achieve your financial goals so you can focus on your clients. By providing you peace of mind in an increasingly complex world, it will avail you of more time to do the same for your clients.

A sampling of the services we can provide to assist you include:

  • Accounting services
  • Attestation, reviews, and compilations
  • Business tax preparation and compliance services
  • Tax planning and consulting
  • Entity selection decisions and analysis
  • Business advisory and controllership services
  • Employee benefit plans
  • Succession and ownership transfer planning