From attorneys to medical professionals, pharmacists to insurance brokers, and veterinarians to engineers, professional service providers face unique business challenges. Tax law changes can impact these types of businesses in unexpected ways, and owners need experienced advisors to help them navigate accordingly.

NBZ is a professional service firm, so we are acutely aware of the pitfalls and opportunities of this type of business. Our expertise sets you up for success and keeps you on track for a profitable future.

In addition to our traditional tax, accounting, consulting and wealth management services, we also provide specialized services to professional services firms:

Tax Services and Planning

We stay abreast of constantly changing tax laws and keep clients ahead of the curve. Our work includes tax projections, estimates and year-end tax planning.

Accounting and Bookkeeping

We provide accounting clean-up, and QuickBooks assistance via our team of QuickBooks Pro Advisors. In terms of attest services, we offer financial statement compilations and reviews for lenders and investors.


Our advice can help you make better decisions in a number of areas:

  • Entity choice and business start-up
  • New owner / partner buy-ins and buy-outs
  • Operating agreements and buy-sell agreements
  • Annual compensation planning
  • State and local tax compliance
  • Debt covenant analysis
  • Private equity purchase analysis
  • Succession planning