For firms whose finances are as personal as their work.

Specialized CPA services for law firms, consultancies, agencies, medical and architecture practices in Atlanta and across the Southeast. Partner allocation, owner compensation, retirement plan design, and the personal-business tax integration these firms actually need.

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Professional Services

For Firms & Practices

Where partner economics and personal taxes live in the same conversation.

Law firms, agencies, consultancies, medical practices, and architecture firms operate differently from any other kind of business. Partner allocation, K-1 distributions, owner compensation strategy, and retirement plan design are not separate from how the firm runs. They are how the firm runs.

Xtrategist works with professional services firms across Atlanta and the Southeast. We specialize in the integration of business and personal tax strategy that solo practitioners, multi-partner firms, and established practices actually need, without the generalist treatment that misses what matters.

Services for Professional Services

Built for the way partners actually take home money.

Every service designed for the financial questions a partner, principal, or practice owner actually has at the end of a year.

Entity Structure & Owner Comp

S-corp, partnership, or PLLC: the structure you choose determines how every dollar reaches a partner. We model the trade-offs and execute the right one.

Multi-Partner Allocation & K-1 Planning

Profit allocation, special allocations, K-1 distributions, and partner-by-partner tax planning that holds up in audit and through partner transitions.

Quarterly Estimated Tax Planning

Avoid year-end surprises. Quarterly reviews that align estimated payments with actual partner draws, distributions, and personal tax position.

Self-Employment Tax Optimization

For solo practitioners and partners, SE tax is often the largest single tax liability. We minimize it within the structure your firm actually uses.

Retirement Plan Design

SEP-IRA, Solo 401(k), Defined Benefit, Cash Balance: the right plan for a profitable practice can shelter six figures of income annually. We design and administer.

Succession & Partner Buyout Planning

Buy-sell agreements, succession structures, partner buyouts, and the multi-year tax strategy that makes a clean transition financially survivable.

Trusted by firms across professional services.

Law Firms

Agencies & Consultancies

Medical & Dental Practices

Architecture Firms

Solo Practitioners

★★★★★

Our previous CPA prepared our K-1s every year and called it a partnership. Xtrategist actually planned around them. Five partners, five different tax pictures, all of them better.

— Confidential · Managing Partner · Law Firm · Atlanta

Frequently Asked

Professional services questions, answered.

How is accounting different for a professional services firm?

Time-and-billing revenue, partner distributions, trust accounts (for law firms), and project-based profitability all create accounting needs that off-the-shelf bookkeeping misses. We design financials around utilization, realization, and partner economics.

Should our firm be on cash or accrual basis?

It depends on size, partner structure, and tax strategy. Many professional services firms benefit from cash basis for tax purposes while running accrual books internally for partner reporting. We help structure both.

Can you handle IOLTA / trust accounting for law firms?

Yes. We reconcile IOLTA accounts monthly and produce the reports required by the Georgia State Bar.

Ready for a CPA who partners like one of you?

Free 30-minute consultation. No obligation. English or Spanish.

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