Your clients rely on you to be their champion, their confidant and their advisor. They count on you to make their vision a reality. This is no different than the commitment you deserve from your CPA firm. 

At Osborne Rincon, we offer expertise specific to the professional services industry. We understand that you generate high revenues with low overhead, and we can help you maximize your deductions through smart, strategic ongoing tax planning and preparation. 

We have the expertise to help establish, or update, motivating and fair partnership compensation formulas, including for new partners. What’s more, we can help you reach your retirement goals by aligning your succession plan to fulfill the partners’ vision. 

We engage with our clients to consider and/or review retainer, flat fee, value billing and other related client arrangements. We help identify key metrics and benchmarking standards and statistics. 

Our services include monthly/quarterly/annual financial and operational reporting; projections, forecasts/budgets and valuation services; strategic plan development as well as mergers and acquisitions analysis; and due diligence. We provide litigation support and trust accounting/escrow account review services for your clients. We assess proper staffing levels, identify and recommend qualified business income deductions, as well as utilization of defined benefit plans. 

Professional services companies are subjected to more stringent tax filing regulations. Osborne Rincon focuses on tax laws and the changes that affect you, which is key to maximizing your tax benefits. 

Osborne Rincon works closely with professional services firms to manage dynamics that go far beyond tax return preparation.