Professional Services Firms

Being a professional services firm ourselves, we understand the unique challenges you face and the need for advice you can trust. Our accountants and advisors provide the full range of business services to legal, medical and consulting service providers. We tailor our work to meet the specific needs of each individual client, providing professional, timely and responsive service.

We advise professional services firms on how to manage and improve their business.

We offer bookkeeping support, accounting and auditing, high quality tax preparation and planning as well as guidance on improving financial operations. We also assist clients in the preparation of monthly, quarterly or annual financial statements for management’s use and audited financial statements for third parties.

Our consultative services include planning in connection with entity formation and classification, succession and exit strategies, multi-state taxation, sales and use tax and retirement planning strategies.

As part of our commitment to better service and bold solutions, we also offer expertise in the following areas:

  • Accounting system design
  • Budgets, forecasts and projections
  • Compensation formulas
  • Representation before the IRS and other tax agencies
  • Nexus studies

Read more about our tax, accounting and business advisory services or contact us to discuss how we can help your professional services firm.

My wife and I have been a client of BloomSchon for over 25 years. In fact, I was referred by my father-in-law who was a client before me. Not only have they been responsive in preparing my tax returns (which have gotten more complex over time), they’ve been extremely helpful on matters impacting my business.- Jerome Golden, President, Golden Retirement, LLC