Professional Services
As an accounting and consulting services firm, we live in the professional services provider’s world. We have a deep understanding of the challenges and opportunities that professional services firms face, and best practices on how to maximize profit – particularly in a recovering economy.
We have an underlying connection to our professional services clients and can relate to the issues that that they face including business and relationship transitions, succession planning, ownership, non-compete agreements, malpractice insurance, trust management, and more. We tailor our services to our clients’ needs with full confidentiality. Our first concern is to earn your trust and then focus the quality of our work.
What We Do
We provide a number of services specific to the professional services industry. See below to learn more about a few that we have chosen to highlight here. Contact an professional services advisor to learn more.
Employee Benefit Plans
- Form 5500 compliance
- Tax returns
- Audits for federal government
Tax Planning
- Form 1120 and 1120S
- Form 1065
- Form 1041 trust filings
- State and local compliance reporting
- Compensation packages
Risk Management and Business Process Improvement
- Selection of business entity
- Operations controls
- Risk prevention strategies
- IT audits
- Disaster recovery planning
- Cybersecurity & data privacy
- HITRUST Assessments & SOC reporting
Wealth Advisory
- Tax-sensitive investing strategies
- Asset location and optimization
- Qualified plans
- Transaction planning
- Identifying liquidity risk
- Risk mitigation
- Buy/sell agreements
- Stock options planning
- Finding new investment opportunities
Meet the Professional Services Team
Justin Wetzler
Tax Partner
Ashley Kimery
CAAS Outsourced Accounting Partner
Jeff Lawlis
Audit Partner