Law Firm Tax Planning

At FinOp Group our team of expert accountants provides top-quality law firm tax planning services for attorneys and professional firms.

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Law Firm Tax
Planning Services

LET OUR TEAM FOCUS ON YOUR LAW FIRM’S TAX PLANNING
SO YOU CAN FOCUS ON YOUR LAW PRACTICE

At FinOp Group, we are the go-to team for law firm tax planning. Our expert accountants have helped countless attorneys and law firms navigate their way through federal, state local and international taxes! We stay up to date on all changes in taxation so as our client, you can be confident you’re getting a plan specifically tailored to your needs. 

The complexity of tax law is often a cause for confusion, which can be both time-consuming and costly. The following are some common areas that our team can handle for you when it comes to taxes: 

  • State and local tax planning
  • International taxes, including investment structuring, treaty issues, and transfer pricing
  • Tax dispute resolution
  • Wills, trusts, and elder law planning
  • Individual estate and income tax planning
  • Executive compensation
  • Taxable and tax-free mergers, acquisitions, and divestitures
  • Business formation and choice of entity
  • Tax qualified plans, including 401(k)s, profit-sharing, and pension plans, ESOPs, and 403(b)s
  • Charitable giving and tax-exempt organizations

FinOp Group is a trusted provider of tax planning and law firm accounting services that help our clients reach their business objectives with as little financial burden now and into the future. We work closely together, across various practice groups, to find innovative solutions for any unique needs you may have when it comes time to take care of your taxes and finances in your law firm.  From law firms looking for expansion opportunities to those just getting established, our accountants have years of experience working with all types and sizes of law firms.

Tax Planning Services
For Law Firms

Our tax professionals know how to protect you from audits by taking a proactive approach. We work with our law firms and attorney clients on structures that maximize their benefits and minimize obligations.

We are directly involved in all levels of law firm tax planning and taxation matters, including state, national, and international. Our team of tax accountants is dedicated to providing creative and practical advice in all aspects, including mergers & acquisitions (M&A), business formations such as reorganizations or dissolutions, and short/long-term tax preparation and planning.

Law Firm Tax Planning Testimonials

“FinOp Group has been transformational when it comes to the financial operations of my law firm. Hiring them was one of the best decisions the firm has made.”

Jay Edelson - Founding/Managing Partner, Edelson PC

“FinOp Group is critical to our firm’s success. From sophisticated forecasting, to consulting, to client management, to bookkeeping, FinOp keeps our firm on track for a successful year, year after year. With FinOp, I always know where our firm is heading and I can stick to what I enjoy and am good at – practicing law. FinOp works directly with my team to ensure that we continue to thrive on a week in, week out, year in, year out basis. It’s been a tremendous partnership.”

Marc Harden - Founding Partner, Zaner Harden Law

“FinOp Group has been valuable to our firm in that we are now able to better plan for our future. 100% of my business is contingent upon resolving cases and being paid for the work already completed. Planning for the future has always been difficult, until now.”

Jason Jordan - Founding Partner, Law Offices of Jordan & Associates

“As somewhat new company owners, we brought on FinOp Group to help regulate our cash flow, organize our finances, and create a budget. Thanks to FinOp, all of these things have happened and the information is presented to us in a way we can understand and base future decisions on. I’d highly recommend FinOp Group to any business looking for financial guidance. “

Dan Coombe - Partner, Coombe, Curry, Rich & Jarvis

“I feel very fortunate to have found Greg Critchfield and the FinOpGroup for our bookkeeping and accounting needs. During the recent pandemic, we had three long term employees retire. This left our firm in a bit of a quandary in regards to our accounting department. I found Greg through another law firm’s recommendation. He has been everything I could have hoped. He is knowledgeable, responsive, trustworthy, and just simply pleasant. The books had been left unattended and in no time, Greg had us back to perfect. A shout out to Greg and the FinOpGroup.“

Dana Levy - Administrator, Levy Law Professional Corporation

Invaluable Tax Planning Advice
For Law Firms and Attorneys

FinOp Group is committed to making sure that our clients are able not only to stay current with all of their tax obligations but also future-proof themselves against audits, litigation risks, or administrative appeals. We start by helping law firms maximize value first through proper entity selection formation transaction structuring – in addition, we assist when it comes time for returns preparation, elections, disclosures, counsel on employee benefit plans, executive compensation, state-local employment taxes, etc.. As your law firm venture grows and matures, it will require more specific guidance about how best to position yourself to achieve success.

Law Firm Tax Planning Software

FOG board

Law Firm Accounting and Operational
Data Made Clear and Meaningful

With our FinOp Group FOG board, you can access all of your financial & operational data from anywhere, using your computer, tablet or smartphone. We can create for you any number of fully customized dashboards. This tool helps you run your business more effectively and efficiently. Allowing you to better manage and oversee all aspects of your firm both financially and operationally.

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Contact Us About Our Law Firm Tax Planning Services Today

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