Professional Services

Who We Serve

Our service-based professional services clients are located throughout the Northwest, with gross revenues ranging from $1 million to $200 million. Our core client base includes:

  • Architecture, Design & Engineering Firms
  • Consultants
  • Insurance Brokers
  • Investment Advisors, Services, Funds, Broker/Dealers
  • Lawyers and Law Firms
  • Marketing & Creative Services Firms
  • Medical/Dental Practices
  • Staffing Firms

Serving Businesses that Serve Others

Our professional services industry group covers the needs of our most diverse set of clients and business types. What they share is a basic tenet of wanting to provide their clients, customers, patients and patrons with a level of services that builds trust, goodwill, strong referrals and long-standing relationships. When they partner with Geffen Mesher for tax, auditing and advisory services, they see we follow the same path.

We focus on staying ahead of industry trends, changes to tax code, key dates and filing deadlines, and support clients over a broad spectrum of needs, from bank covenants to share pricing, cash flow, cost-of-goods, accounts receivable and more. In working with them for years, we continue to apply the oversight, direct services and advising they need to address concerns that support them through normal business cycles, mergers, relocations, new ventures, retirement planning and more.

Well-Rounded Services and Solutions

Throughout our history, we have always prided ourselves on building lasting relationships, while also being aware that, in the eyes of our clients, we are as good as the most recent service or piece of tax advice we provided. In much the same way, our clients are also judged daily by the people they serve, from how they treat them, to the quality of their services.

By putting the right amount of time in on the front and back ends of each client’s business, we get to know everything about their operations and their culture, from what systems they have in place, to their personal growth goals.

Our work is designed to protect this reputation by proactively making sure our clients’ businesses are running smoothly, planning correctly, addressing compliance issues, protecting against fraud, and building toward their vision of success.

Consistency Through Change

Business owners and management groups continue to appreciate our ability to adapt, grow, and tailor our services around their true needs. Some clients have very capable tax staff in-house, and call upon Geffen Mesher to support their higher level planning and estate needs. Others find themselves in situations where they need greater systematic oversight in order to mitigate risks ranging from compliance to end-of-year planning.

Across the board, our clients come to appreciate the fact that we are both consistent and flexible, and that no matter where they are in their business cycle, they know exactly whom to call when they need us, even if the nature of their calls change often.

“You run into some interesting challenges with service-based clients, especially when you consider how diverse their businesses are. Whether we’re working on the compliance, tax or planning side, we love any opportunity to work closely with owners and management groups in order to serve them at the highest level.”

DAVE ADAMS, SHAREHOLDER