RU
UALaw & Legal Services
Build a tax strategy around the way your practice earns and grows. Coordinate firm filings, partner income, payroll taxes and estimated payments throughout the year.
Built around the way you work.
WHO WE HELP
Built around the way
you do business.
Whether you work independently or lead a growing team, we start with your business model, your records and your goals.
COSTS WORTH A CONVERSATION
Your everyday costs. A clearer tax picture.
These are common costs to review with us. We help separate business expenses, inventory and assets so they receive the appropriate treatment.
See what records to keepOffice rent & utilities
Legal research & subscriptions
Professional insurance
Licenses & continuing education
Employee wages & benefits
Marketing & practice software
Contract labor & subcontractor services
Examples for discussion. Eligibility, business use, documentation and tax treatment must be reviewed for your situation.
HOW WE HELP
Tax planning first.
Support through the year.
A plan before decisions. The right returns when it is time to file.
Year-round tax planning
Plan around partner income, estimated payments and the timing of significant practice expenses.
Tax preparation & filing
Prepare applicable business returns and coordinate owner-level tax filings based on your entity, activity and supporting tax documents.
Payroll & contractor tax reporting
Support payroll, payroll tax filings and applicable contractor tax reporting. The right treatment depends on the working relationship and relevant requirements.
Firm & partner tax coordination
Connect the firm’s tax filings with partner income and owner-level planning.
Owner compensation & entity review
Review how your practice is structured and how owners are paid within applicable tax requirements.
Practice expense review
Evaluate operating costs, professional fees and payments to outside specialists for tax reporting.
A SIMPLE PLACE TO START
Bring the records.
We’ll bring the questions.
Our intake questionnaire and a few focused follow-up questions help us identify the documents your business needs.
Already a client? Use the secure portal ↗- Operating bank & card statements
- Billing and collection reports
- Partner & entity documents
- Payroll and professional-fee records
Your situation is one part of the picture.
Your industry shapes your business. Your income, family and plans shape the rest of your tax picture.
MORE INDUSTRY EXPERIENCE
