As a professional services firm, BeachFleischman's team of experts understands firsthand the needs of this industry and the continuous challenges business owners face. Our financial and professional services industry specialists offer accounting, auditing, tax, and consulting services to attorneys, insurance brokers, architects, engineers, and financial service firms. Our portfolio of customized solutions and industry expertise enables us to tailor our services to meet your firm's unique needs. This, in turn, allows you to focus on what you do best, running your business and serving your clients.
We offer the following services which are specifically tailored to financial and professional services firms:
- Financial statement audits, reviews, and compilations
- Income Tax Planning and Preparation
- Operation Reviews
- Due Diligence and Business Valuations for the Acquisition or Sale of a Business
- Succession Planning
- Internal Control Evaluations
- Cash Flow and Comprehensive Performance Analyses
- Design and Implementation of Partnership and Shareholder Agreements
- Deferred Compensation Plans
- Expense Analysis
- Compensation Analysis
To keep current with topics and trends, we are actively involved in professional organizations such as the Pima County Real Estate Research Council and the Tucson Tax Study Group.
Financial and Professional Services Updates
How much do your employees have to earn in 2021 before they can stop paying Social Security tax? How much can they contribute to 401(k) plans this year? Here are the answers to these and other questions about tax-related inflation adjustments and changes affecting businesses.
Businesses received several favorable tax breaks in the COVID-19 relief bill that was recently signed into law. Here are just two of them.
Amid the COVID-19 pandemic, many employers are looking for tax-advantaged ways to help their employees with additional expenses incurred as a result of the pandemic. Section 139 of the Internal Revenue Code provides the answer. On March 13, 2020, President Trump declared COVID-19 a national disaster under the Robert T. Stafford Disaster Relief and Emergency[ … ]
Contact our Financial and Professional Services Team
BeachFleischman CPAs has offices in Phoenix and Tucson Arizona (AZ) and can serve financial and professional services companies throughout the U.S. with advisory and compliance needs. If you are interested in learning more about how BeachFleischman’s professionals can assist you, please contact us by filling out the submission form below.