(888) 450-3451

Tax Services for Attorneys

You review contracts for a living. But you're not reviewing your tax structure.

Your fragmented tax setup is costing you $20K-$35K annually. Or if you're earning $400K+, potentially $350K-$550K.

Call (888) 450-3451

The Attorney Tax Problem

Your current setup probably looks like this. Everyone's competent—it's just not coordinated.

Your Bookkeeper

  • Tracks firm revenue and partner draws
  • Doesn't understand partnership K-1 implications
  • Doesn't coordinate with personal CPA
  • Can't optimize guaranteed payments vs distributions

Your CPA

  • Files firm return and personal return separately
  • Never sees monthly firm operations
  • Doesn't coordinate firm structure with personal planning
  • Can't plan proactively (hourly billing prevents it)

You

  • Tracking billable hours, not tax optimization
  • Firm bookkeeper separate from personal CPA
  • Nobody coordinating partnership decisions
  • No proactive multi-entity planning

What This Fragmentation Costs Attorneys:

$20K-$35K/year

For solo practitioners or small firms earning $150K-$400K profit

$350K-$550K/year

For partners or firm owners earning $400K+ household income

What Integration Catches for Attorneys

SJ

Sarah Johnson

Solo Attorney, Denver, CO

Family law practice | $310K annual profit

"I'm a lawyer. I review contracts for a living. I still didn't realize how much my fragmented tax setup was costing me. My bookkeeper and CPA never talked. Integration caught $27K in the first year just from proper coordination."

$27,600

Annual Tax Savings

Profit-sharing 401(k): $18K additional | Actual home office: $5,300 | Vehicle optimization: $4,200 | Family employment: $8,400 | Quarterly planning eliminated April surprises

What Your Current Setup Is Missing

Partnership Structure Optimization

Why it's missed: Firm bookkeeper tracks partner draws. Personal CPA files K-1. Nobody's analyzing if guaranteed payments vs profit distributions minimize your tax burden, especially with QBI deduction phase-outs.

With integration, we coordinate firm structure decisions with personal tax planning.

Potential savings: $15K-$42K/year

Multi-State Tax Planning

Why it's missed: If you practice in multiple states or have partners in different jurisdictions, your CPA files each state separately. Nobody's optimizing state allocation or considering domicile changes.

With integration, we proactively manage multi-state exposure and optimize allocations.

Potential savings: $12K-$35K/year

Retirement Plan Optimization

Why it's missed: Most law firm retirement plans are standard 401(k)s. Nobody's calculating if profit-sharing or defined benefit plans could get each partner to $200K+ contributions vs $23K limit.

With integration, we analyze partner profit levels and implement maximum contribution strategies.

Potential savings: $25K-$90K/year per partner

Professional Corporation Benefits

Why it's missed: Most attorneys practice as LLCs or partnerships. Your CPA might not analyze if converting to a professional corporation provides entity-level benefits unavailable to partnerships.

With integration, we model different entity structures and their tax implications.

Potential savings: $18K-$45K/year

Family Employment Structure

Why it's missed: Your CPA doesn't know your spouse handles intake calls or your kids help with filing. Could be legitimate employment with income shifting and retirement benefits.

With integration, bookkeeper sees operations → planner structures family employment → preparer implements.

Potential savings: $8K-$22K/year

Equipment & Technology Optimization

Why it's missed: Law firms buy computers, software, library subscriptions. Your bookkeeper expenses them. Your CPA never asks if Section 179 or bonus depreciation timing would be better.

With integration, we coordinate equipment purchases with profit projections for optimal timing.

Potential savings: $5K-$15K/year

Two Solutions for Attorneys

Tax Essentials

For solo practitioners or small firms earning $150K-$400K profit

Integrated Tax Services:

  • Monthly bookkeeping (firm + personal)
  • Quarterly tax planning with legal practice expertise
  • Annual tax preparation (firm + personal returns)
  • Partnership structure optimization
  • QuickBooks Online included
  • One team, complete coordination
$780-$1,230/month

$9,360-$14,760 annually

24-month commitment (2 tax seasons)

$20K-$35K

Annual tax savings for attorneys

Net after fee: +$10K-$20K in your pocket

See Tax Essentials Details

Tax Architecture

For partners or firm owners earning $400K+ household income

Everything in Tax Essentials, PLUS:

  • Rick Abdallah (EA, CPA, JD, MBA) as your strategist
  • Partnership restructuring and optimization
  • Defined benefit plans ($200K-$320K contributions per partner)
  • Multi-state tax strategy
  • Professional corporation analysis
  • Multi-entity coordination (firm + personal + real estate)
$2,030-$5,030/month

$24,360-$60,360 annually

36-month commitment (3 tax seasons)

$350K-$550K

Annual tax savings for high-earning attorneys

ROI: 12-15X guaranteed

See If You Qualify

You Review Contracts. Review Your Tax Structure.

Two ways to get started:

Free Return Review

Send us your last tax return (firm + personal). We'll show you what was missed—specific to attorney tax situations. No obligation. Takes 48 hours.

Request Free Review

15-Minute Call

Discuss your practice structure. We'll tell you which service makes sense and what you're potentially missing.

Call (888) 450-3451

Mon-Fri 9AM-6PM EST