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 planning & tax return preparation (federal, state, & local) for all states – individual, partnership, corporation, fiduciary, gift, and trust
Provide complete representation to IRS as well as state and local taxing authorities
Payroll tax returns
PA real estate tax rebates

Bookkeeping (monthly/quarterly/annually), compilation & review of OCBOA financial statement preparation, payroll services, 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.

Retirement planning for individuals and businesses (IRAs, 401(k)s, SEP & SIMPLE IRAs)
Education planning
Portfolio analysis
Estate planning
Insurance services (life, disability, & long-term care)
Comprehensive financial planning

Provide an overview of the various types of business entities
Discuss the advantages and disadvantages of each entity prior to starting a new business endeavor
Assist with all accounting procedures to run the business – from creating ledger accounts to financial statements