Since Monroe Shine is a professional service firm, we know firsthand the particular opportunities and challenges facing service firms. Medical practices, architectural firms, law firms, advertising agencies and engineering firms represent only some of the professional service firms we list as clients. In order to serve them, we help identify opportunities to achieve their goals and improve their business.
Client Services
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Start-up assistance
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Payroll and bookkeeping services
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Assistance with financial information
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Employee benefit planning
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Mergers and acquisitions
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Information technology consulting
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Individual estate planning and consulting
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Income tax planning and consulting
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Personal financial planning for major events
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Purchase/sale of business
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College savings
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Retirement planning
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Succession planning
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Business valuations
Benefits to Clients
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Comprehensive resource for tax law changes and research
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Services include detailed, multi-year income tax projections for both normal annual tax planning and for major income events
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Changes of owners in professional service firms can be more frequent than in other closely held businesses. Consultations concerning buy/sell matters are important, both before and during these changes
