Professional Services
We know how to meet the needs of your professional services firm, whether medical, legal, financial, engineering or architectural. Our professionals are able to assist you in the evaluation of your practice's financial components and to make recommendations in helping you to achieve your goals.
Founded in 1967, Isdaner & Company is one of the leading accounting firms in the Delaware Valley that serves professional practices. As a professional services firm ourselves, we have experienced some of the same opportunities and challenges you face each day.
Our team works in tandem with your professional advisors to develop a comprehensive plan of services. We collaborate with attorneys, investment advisors, trust officers, bankers, insurance representatives and financial planners to reach your objectives.
SERVICES INCLUDE:
- Financial Statements
- Tax Planning & Preparation
- Buy-sell & Equity Agreements Evaluation
- Estate & Retirement Planning
- Partner & Shareholder Compensation Systems and Profit Allocations
- Selection of Finance Options
- Choice-of-entity Planning
