Professional Services
Meet the Professional Services Team
Whether you’re a law firm, consulting group, engineering practice, or other service-based business, our goal is to provide professional services that align with your vision. Our top priority is to earn your trust through responsive service and high-quality work that supports your long-term success and positions your professional services firm for continued growth. We stay actively engaged with trends shaping the professional services landscape, enabling us to deliver forward-thinking strategies that help firms remain competitive, agile, and resilient in an ever-changing marketplace. Select a tab below to explore our Professional Services and meet the professionals in charge.
Jeff Lawlis
Audit Partner
We work with you to optimize your operations through detailed audits, identifying improvements to manage risks, enhance controls, and elevate performance.
Ashley Kimery
CAAS Partner
We help you stay on top of compliance, avoid penalties, and simplify your financial tasks with robust technology tools and systems. We offer insights and advice specific to professional services to help you spot risks and growth opportunities, empowering you to make smart decisions for lasting success.
Tax Partner
We offer comprehensive support for your tax planning needs, from managing federal and state returns to guiding you through industry-specific deductions, payroll taxes, and tax credits. For professional services firm with a global presence, we provide advice on international tax matters to help you optimize your tax situation effectively.
WPWealth Partner
We’re here to support you with investment management, retirement planning, tax strategies, estate planning, and risk management. We offer financial planning tailored to the unique needs of a professional services firm, including cash flow and succession planning, to help you manage assets and reach financial goals.