Professional Services Firms
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
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