Professional Services

Professional service providers are client-facing by nature. It’s hard to turn inward to focus on the business, administration, and operations. Yet careful strategic management can help propel professional services providers to more growth and profitability and position the firm for the future. Wilke works with law, engineering, advertising, technology consulting, and other professional services firms to manage their tax, finance, accounting, and advisory needs.

We look beyond current compliance needs and offer proactive tax and financial management solutions in the following areas:

Employee benefits and partner compensation, including plan design, administration, audits, and Form 5500 filing and tax implications of equity or profit-sharing plans, bonuses, and other incentives

Forensic accounting and litigation support

Strategic transaction support, including due diligence, valuations, deal structuring, negotiation, and post-closing assistance

Succession planning and retirement solutions

Tax planning and compliance, including economic nexus, payroll administration for remote workers, and local, state, and federal tax preparation and filing for the firm and its partners and/or owners

Technology support and integration, including cybersecurity risk assessments and tech stack analysis