Professional Services

As a professional services firm, you want to minimize your tax liability, improve profitability, and increase cash flow on behalf of your organization and the owners. You also want to ensure you are in compliance with state and federal laws and regulations and be prepared to eventually transition the ownership of your business. That’s where Lumsden McCormick can help.

Helping You Achieve Your Financial Goals

With extensive experience serving medical and dental practices, attorneys, engineering and architecture firms, creative agencies, insurance brokers, and other professional service businesses, we provide innovative approaches that help you minimize taxes, improve operations, and increase profitability.  

Being a fellow professional services provider means we understand the needs of organizations like yours. We listen carefully to your need and assist with everything from traditional assurance and tax services to one-time consulting engagements to ongoing arrangements where we work side-by-side to collaborate with your internal accountants or office managers.

Our services to professional service organizations include:

Audit and Assurance Services


Tax Services


Consulting Services


Firm Resources

For more information about our accounting and consulting services for professional services companies, contact a service leader or complete the form below.

Services Leaders

Sherry DelleBovi

Sherry L. DelleBovi, CPA

Partner
Douglas Muth

Douglas C. Muth, CPA

Principal

Upcoming Events

Webinar Series Part III: Planning, Planning, and More Planning - What’s Necessary to Optimize Your Personal Financial Position

Webinar Series Part III: Planning, Planning, and More Planning - What's Necessary to Optimize Your Personal Financial Position

June 22, 2021

Given the proposed tax rate increase to individuals, planning will be the key to mitigate financial stress. Your key takeaways from this one-hour discussion will include planning strategies that you can implement now.

Learn More
Webinar Series Part I: Federal Tax Laws Gone Wild

Webinar Series Part I: Federal Tax Laws Gone Wild

May 25, 2021

Planning is key to mitigate the impact of the administration's proposed tax law changes expected for tax year 2021. This one-hour presentation will review the potential changes and the impact to your operations.

Learn More
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