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CPA Services for Law Firms

Law firms have accounting requirements that differ from typical businesses: client trust accounts, partner compensation structures, and professional ethics obligations. We provide CPA services that account for these distinctions.

CPA-Led Service

Licensed CPAs handle your engagement.

NJ & PA Expertise

Deep knowledge of both state systems.

Professional Confidentiality

Your information is handled with professional confidentiality.

Common Challenges for Law Firms

If any of these sound familiar, you may benefit from CPA-level guidance:

  • Trust account compliance and reconciliation requirements
  • Partner compensation and draw structures that minimize tax
  • Cash vs. accrual method decisions for legal practices
  • Work-in-progress valuation and billing timing
  • Retirement plan options for partners and employees
  • Lateral partner transitions and capital account management

How We Help Law Firms

Our services adapt to the specific realities of your business. Here is how we typically work with law firms:

Tax Preparation & Planning

We prepare partnership or S-Corp returns for law firms and help partners with individual returns that properly report practice income and self-employment obligations.

Trust Account Review

We can review trust account reconciliations and help ensure your accounting system properly segregates trust and operating funds. We do not replace your ethics obligations but can support your compliance efforts.

Financial Statements

We prepare income statements and balance sheets that help partners understand firm performance and satisfy bank or insurance requirements.

Partner Tax Coordination

We can work with your partners on estimated payments, retirement contributions, and individual tax planning that coordinates with firm-level decisions.

Serving Law Firms in NJ and PA

From our Phillipsburg, NJ office, we work with law firms throughout the region. We understand both New Jersey and Pennsylvania tax requirements and can serve clients on either side of the state line.

600 Avenue A, Phillipsburg, NJ 08865

Common Questions

Common questions about our services for law firms.

We work with law firms and understand the key differences from other businesses, including trust accounting, partner structures, and billing practices. We are not exclusively a legal industry firm, but we bring relevant experience.

Have more questions? Contact us

Other Industries We Serve

We work with clients across a range of industries with distinct tax and accounting needs.

Ready to Get Started?

Schedule a consultation to discuss your tax and accounting needs.

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Office Location

600 Avenue A, Phillipsburg, NJ 08865

Office Hours

Monday–Friday, 8:30 AM – 4:30 PM

After-hours appointments available

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