Lawyers & Law Firms

Who We Serve

We have long-term relationships with lawyers and law firm clients ranging in size from sole-practitioners to national firms.

Education Counts

We invest in continuing education. This keeps us on the forefront of planning opportunities and IRS “hot topics” for our lawyer and law firm clients. Over the years, we’ve counseled these clients through partner transitions, mergers and acquisitions, and succession plans.

Effective Tax Planning

We regard taxes as a cost that can be controlled by effective tax planning. We will be your advocates. Research and planning are always conducted with this as the foremost thought. We help our lawyer and law firm clients achieve their tax goals by presenting workable alternatives rather than merely explaining why their plans cannot be achieved. We are proactive and responsive with regard to the ever-changing body of tax laws.

We understand the importance of year-end tax planning for owners, and many of our professionals are technically strong in the area of partnership taxation compliance and planning, including multi-state tax returns.


Legal Organization Involvement