Professional services
In a professional firm, the firm's taxes and the owners' taxes are closely tied. We look at both whenever a decision affects either one.
HOW WE HELP
Tax services for professional services firms.
- Management consulting
- Architecture and engineering
- Marketing and creative agencies
- Law firms
- Owner-managed practices
Owner compensation
Structuring salary, guaranteed payments, and distributions, and evaluating state PTET elections that can lower owners' federal tax.
Tax planning →Ownership and profit sharing
Planning partner admissions, buyouts, and changes to profit splits before they take effect.
Federal tax →State filings
Tracking where remote employees and client work create filing requirements for the firm and its owners.
State & local tax →
Plan for the firm and its owners at the same time.
A new partner, a change in owner pay, or a move to another state can shift taxes on both sides in the same year. Bring us in before those decisions are final.
Plan for the firm and its owners at the same time.
A new partner, a change in owner pay, or a move to another state can shift taxes on both sides in the same year. Bring us in before those decisions are final.
PROFESSIONAL SERVICES INSIGHTS


