Business Consulting: Maximize Profitability, Reduce Liability

As Certified Public Accountants and Business Consultants, we believe that a deep understanding of the industries we serve makes it possible for us to deliver the most effective solutions, and to help our clients achieve their unique goals. Our team has developed strong expertise in medical, dental, legal, financial, real estate and franchise industries. This expertise allows us to deliver cutting edge solutions and provide the best possible advice to help our clients achieve their goals. A good accountant is not just a tax advisor. We help clients understand how to use their financial data, to make better business decisions and most importantly, to reap the benefits of success. Our commitment is simple; to provide the tools, strategy, advice and expertise you need to achieve your most important goals.  

Tax Services:

For many clients taxes are the most confusing part of running a business. We help you understand how to make the smartest decisions for your business. From preparing tax returns, to tax planning and tax strategy, our team is here to help you understand how taxes affect your business and the best ways to make the tax laws work in your favor.
  • Tax Planning and Projections
  • Tax Compliance and Filings
  • Business Transaction Tax Consulting
  • IRS Conflict Resolution

Business Advisory Services:

Our team has a proven track record of success helping our clients make better business decisions. Whether you are buying a new business or have run your business for years, our team of experts can help you maximize your profitability while reducing your potential liability. We also offer a full suite advisory and financial planning services.
  • Financial Strategy and Planning
  • Business Operating Agreements
  • Buy and Sell Agreements
  • Entity Structure Consulting
  • Accounting Staff Oversight
  • Internal Controls Development

Convergence has been a valuable addition to our professional management team. They have demonstrated technical expertise of the tax code for annual returns and larger issues such as complex 1031 like kind exchanges.