Guiding attorneys through rapid and ongoing change.

While laws and regulations continue to evolve at an unprecedented pace, our extensive knowledge and expertise are two constants you can rely upon. Our law firm go to market team is positioned to help attorneys and their firms plan for the future with our specialized accounting, tax and consulting services.

Business cases

Partnership audit regimes

Following the requirements of the 2018 Jobs and Tax Act – assisted a law firm with the process of electing a partnership representative, with identifying responsibilities contractually, and updating partnership agreements to minimize the impact of tax liabilities for the individuals and the entity.

Interest expense limitation

Assisted a law firm to determine if they were limited in their in real estate interest deductions and explained the potential impact on individual partners.

Revenue recognition

Examined client contracts to determine when revenue should be recognized for book purposes under the new ASC 606 standard and for tax purposes under 451.

Opportunity zones

Discussed opportunity zone investments, showed advantages, and discussed potential disadvantages.

Partnership agreements

The impact of partnership agreements on the individual partner’s finances.


Tax services

  • Interpretation of the impact of the 2018 Tax Act for law firms and individual partners
  • Tax planning and compliance
  • Tax analysis of mergers, acquisitions, and liquidations
  • Tax legislation business entity and effective rate review

Accounting services

  • Financial statement audits, reviews and compilations
  • YourBooks®(Accounting Outsourcing)
  • Payroll services

Retirement Plan Services

  • Design and implementation of retirement plans
  • Plan administration and reporting
  • Wealth management

Management Services

  • Analysis of the financial impact of partnership agreements
  • Forecasts and budgets
  • Information technology planning
  • Accounting and billing systems evaluation
  • Transition planning services
  • Buying and/or selling businesses
  • Litigation and the management of legal issues involving financial disputes and concerns

Meet the team

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