Professional Services

Increase Your Efficiency

As a professional services firm, your business success is dependent on how well you serve your clients, customers or business associates. Having a strategic plan in place that provides the greatest tax advantage is necessary to meet the needs of your customers while maintaining positive business growth. Our goal is to help you achieve the ideal blend of minimum taxes and greatest economic success.

Our team can provide a variety of services for your business needs, ranging from bookkeeping, buy-sell agreements, income tax preparation and payroll processing to succession planning. We work with diverse professional service firms, from law firms to design agencies. Our recommendations are based on current case law and made with sound judgment; we use sophisticated computer modeling to pinpoint the course of action resulting in the greatest tax advantage.

Services Provided

  • Buy-Sell Agreements
  • Employee Benefit Plan Administration
  • Income Tax Planning & Compliance
  • Outsourced Accounting
  • Profitability Analysis
  • Succession Planning

Industry Specialists

Aubrey Lynch

CPA | Principal

Jay Clarkson

CPA | Principal

Robert Stanell

CPA | Managing Principal

Susan Thompson

CPA | Principal