Achieve your goals with our expert CPAs and advisors.
Your world moves quickly. Whether serving patients or clients, you’re constantly anticipating the next call—or fire to extinguish. When you’re concerned about your financial or tax situation, you can’t afford to wait for an answer.
We recognize how critical real-time financial information is to your business. As professional services providers ourselves, we also know the importance of planning for taxes, partner transitions, growth, and even tax payments.
To help you overcome the unique blend of challenges you face, we provide the following services:
- Tax planning and preparation
- Business succession and partner transition planning
- Bookkeeping and payroll
- Provider tax return preparation
- Entity selection and restructuring
- Estate, trust, and gift tax planning
- Pre-tax benefits planning
- Financial statement preparation
- Real estate acquisition