Our Services

Tax Strategy & Compliance

Smart planning now means more money in your business — and less handed over at tax time.

Service professionals face a specific set of tax challenges: self-employment tax, pass-through income, retirement contribution strategy, home office deductions, and the question of whether your entity structure is actually serving you. Most people don't think about these until Q4. We think about them year-round.

Our tax services for lawyers and service firms include:

•        Quarterly estimated tax planning to eliminate year-end surprises

•        Entity structure review (LLC, S-Corp, PLLC) and restructuring recommendations

•        Retirement account strategy (Solo 401k, SEP-IRA, defined benefit plans)

•        Home office, vehicle, and professional development deduction analysis

•        Annual tax preparation for business and personal returns

•        Coordination with your attorney or financial advisor when needed

We're not just preparing returns — we're building a tax plan that grows with your firm.

Accounting & Bookkeeping

Your time is your most valuable asset. Stop spending it on bank reconciliations.

When you're deep in client work, the books tend to fall behind. And when the books fall behind, you lose visibility into your firm's actual financial health. Urban Tax takes the administrative burden off your plate — completely and accurately.

Our bookkeeping services for professional service firms include:

•        Monthly bank and credit card reconciliations

•        Accurate, timely financial statements — P&L, balance sheet, and cash flow

•        Custom reporting tailored to how your firm measures success

We handle the numbers so you can lead your business with confidence — and sleep better at night.