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.

The Problem

The Attorneys Tax Problem

Your current setup probably looks like this. It's not bad—it's just fragmented.

Your Bookkeeper

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

Your CPA

Files firm return and personal return separately
Doesn't coordinate firm structure with personal tax strategy
Never sees monthly firm operations
Can't plan proactively (hourly billing)

You

Tracking billable hours, not tax efficiency
Firm bookkeeper separate from personal CPA
Nobody proactively coordinating
No proactive multi-entity planning

The Cost

This Fragmentation Costs Attorneys:

$20K-$35K/year

For solo practitioners and small firms earning $150K-$400K profit. $350K-$550K/year for partners or firms earning $400K+ household income.

Integration

What Integration Catches for Attorneys

SA Sarah Johnson
Solo Attorney, Denver, CO

"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 coordination."

$27,600First Year Tax Savings

Opportunities

What Your Current Setup Is Missing

Partnership Structure Optimization

Why it's missed: Firm bookkeeper tracks partner draws. Personal CPA files the 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 your 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 the $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 never expenses them optimally. 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

Services