Professional Services

As an accounting and consulting services firm, we live in the professional service provider’s world. We have a deep understanding of the challenges and opportunities that professional service firms face, and best practices on how to maximize profit – particularly in a recovering economy.

We have an underlying connection to our service provider clients and can relate to the issues that that they face including business and relationship transitions, succession planning, ownership, non-compete agreements, malpractice insurance, trust management, and more. We tailor our services to our clients’ needs with full confidentiality. Our first concern is to earn your trust and then focus the quality of our work.

Employee Benefit Plans:

  • Form 5500 compliance
  • Tax returns
  • Audits for federal government

Tax planning:

  • Form 1120 and 1120S
  • Form 1065
  • Form 1041 trust filings
  • State and local compliance reporting
  • Compensation packages

Risk Management and Business Process Improvement:

  • Selection of business entity
  • Operations controls
  • Risk prevention strategies
  • IT audits
  • Disaster recovery planning
  • Personal data security

Wealth Advisory:

  • Tax-sensitive investing strategies
  • Asset location and optimization
  • Qualified Plans
  • Transaction Planning
  • Identifying liquidity risk
  • Risk Mitigation
  • Buy/Sell Agreements
  • Stock Options Planning
  • Finding new investment opportunities
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Justin Wetzler

Tax Partner

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Ashley Kimery

CAAS - Outsourced Accounting | Partner

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Jeff Lawlis

Audit Partner