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Client Services
Due to our diverse client base, we encounter a wide array of
financial and tax issues. Our services offered include, but are
not limited to:
Tax Services
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Tax planning & tax return preparation (federal, state, &
local) for all states individual, partnership, corporation, fiduciary, gift, and
trust
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Provide complete representation to IRS as well as state and
local taxing authorities
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Payroll tax returns
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PA real estate tax rebates
Accounting Services
We offer bookkeeping (monthly/quarterly/annually),
compilation & review of OCBOA financial statement
preparation, payroll services, and bank statement
reconciliation
In addition, we offer customized services that best
fit your needs including: depreciation schedules,
financial analysis/budgeting, maintenance of
sub-contractor earnings records, preparation of all
payroll related tax returns and year-end 1099 forms,
one on one consultation with our clients as needed,
work on-site to assist in set-up and maintenance of
clients records.
Financial Planning Services
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Retirement planning for individuals and businesses
(IRAs, 401(k)s,
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SEP & SIMPLE IRAs)
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Education planning
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Portfolio analysis
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Estate planning
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Insurance services (life, disability, & long-term
care)
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Comprehensive financial planning
Business Entity Formation
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Provide an overview of the various types of business
entities
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Discuss the advantages and disadvantages of each
entity prior to starting a new business endeavor
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Assist with all accounting procedures to run the
business – from creating ledger accounts to
financial statements
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1038
TREXLERTOWN ROAD
BREINIGSVILLE, PA 18031
P: (610)
395-6766
F: (610)
398-9535
Client File Transfer
Service
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