Law Firm Services

Our specialized tax services are designed to meet the unique needs of law firm partners and individuals working in the legal profession. With our deep understanding of the legal profession and the unique challenges faced by legal professionals, we provide personalized tax planning, strategic advice, and comprehensive support. Our goal is to help you optimize your tax position, achieve your financial objectives, and navigate the complex US & foreign tax landscape with confidence.
Our Law Firm Services include, but are not limited to:
Partner Tax Planning and Compliance
We offer comprehensive tax planning and compliance services tailored to individual law firm partners. Our team understands the intricacies and the various components of partner income, such as guaranteed payments, profit shares, and capital account maintenance. We assist with partner tax reporting requirements to ensure compliance and maximize tax benefits.
Estimated Tax Planning
As a law firm partner, managing your estimated tax payments is crucial to avoid underpayment penalties and optimize your cash flow. We assist in estimating your tax liabilities based on your projected income and deductions, ensuring that you make timely and accurate estimated tax payments. Our team helps you navigate the complex estimated tax requirements and provides guidance to optimize your tax position throughout the year.
Tax Minimization Strategies
Our tax professionals are skilled in identifying opportunities for tax minimization. We explore various deductions, credits, and tax planning strategies to help you reduce your tax liabilities. We proactively stay updated on changes in tax laws and regulations, ensuring that you benefit from the most up-to-date tax-saving opportunities available to law firm partners and legal professionals.
State Tax Considerations
We understand that law firm partners may have tax obligations in multiple jurisdictions. Our team provides guidance on state and local tax requirements, ensuring compliance and minimizing your state tax burden. We consider factors such as residency, state tax credits, state tax withholdings etc. to optimize your state tax position.

Contact Us
At CrestPoint Financial, we believe in providing services that you can trust. The happiness and satisfaction of our clients is our number one priority. Our team of CPAs is committed to performing their services with integrity, excellence, and professionalism. Contact us for a seamless experience.
- Email: warren.dcunha@crestpointfinancial.com
- Phone: +1-267-344-5128
- Mailing Address: 34 E Germantown Pike, #267 Norristown, PA 19401