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
    • 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
  • Accounting Services
    • 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.
  • Financial Planning Services
    • 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
  • Business Entity Formation
    • 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