Professional Services
Medical and dental practices, law firms, engineers, and other owner-led firms where business and personal taxes are closely tied.
Who we work with
Medical and dental practices, law firms, engineering and architecture firms, and other owner-led professional firms.
Issues we know well
- Entity choice and owner compensationStructure and reasonable compensation for S corporation owners.
- Partner buy-ins and buyoutsPlanning the tax and financial side of ownership changes.
- Retirement plansPlan design considerations and audits when your plan reaches the threshold.
- Lender-ready financialsStatements for practice loans and lines of credit.
Audit & assurance services
Tax & advisory services
Not sure which service you need?
Tell us who's asking for the report and why. We'll tell you what fits and what it will cost.