Professional Services

Whether you are an attorney, architect, engineer, financial or insurance services provider, or other professional services provider, it can be challenging to manage current clients while acquiring new clients and focusing on the daily details of your business.

Many professional service providers are facing competitive fees, client budget reductions, cash flow and receivables challenges, and other issues that can your effect growth and profitability. We understand the operational and financial issues that are unique to your profession, and we'll work with you to implement the most effective tax and business consulting services to fit your needs.

  • Tax planning and preparation (individual, corporate, and partnership)
  • Budget/cash flow planning
  • Business consulting
  • Assistance in identifying and obtaining financing sources
  • Retirement planning
  • Estate and gift planning