Professional Services Firms
As a professional services firm, Shalik, Morris & Company, LLP shares many of the same challenges, goals and nuances as does our professional services clients, which include law firms, financial services firms, medical and dental practices, and engineering and architecture firms. Our services are specifically tailored to the needs of our clients. We provide accounting and tax services to our clients or take a more active role in their organizations. We are often called upon to become a proactive member of our client’s management team, assisting with all aspects of operations and providing our entrepreneurial perspective in enabling our clients to stay competitive and accomplish their objectives.
Our services to Professional Services Firms include:
- Audits, Reviews & Compilations of Financial Statements
- Budgets, Projections & Cash Management
- Planning & Preparation of Federal, State & Local Business Income Tax Returns
- Handling Federal, State & Local Tax Examinations & Inquiries
- Tax & Financial Planning for Owners & Individuals
- Benefits Consulting & Assistance with Compensation Plans
- Development & Review of Internal Controls & Operating Procedures
- Analysis of Attorney Escrow Accounts
- Assistance with Banking Relationships & Insurance Matters
- Structuring & Monitoring Partnership/Member and/or Shareholder Agreements
- Structuring Mergers & Acquisitions & Succession Planning
- Business Consulting Services
