Our firm offers a full realm of services to businesses and individuals. Professional service providers are confronted with a number of unique opportunities and problems in today's changing environment. Our trained staff has the knowledge and expertise to guide our clients through the maze of personal and professional challenges to reach their goals

Our firm currently represents professional service providers of varying size and complexity. We provide all aspects of accounting and tax services to our health care clients, including both individual and business tax planning, preparation of financial statements, preparation of tax returns, and representation before IRS as necessary

Additional services are offered to our professional service providers in the following areas:

  • Performance of practice management reviews for all areas of practice
  • Valuations of practices for sale, purchase or other purposes
  • Advice on the formation and organizational form of practices
  • Preparation of financial proposals, forecasts and projections
  • Consultation on the tax considerations of buy/sell agreements, including funding, and other insurance related needs
  • Assistance with the development and implementation of fringe benefit packages


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