Our Services
| Corporate Taxes | Individual Taxes | Accounting & Bookkeeping |
| New Businesses | Estate Planning & Administration | Financial Planning |
What we offer
The firm provides tax and accounting services for individuals and businesses in the Region, and also offers experience in estate administration, probate, inheritance, elder care, and financial planning services.
We also provide assistance and guidance in business start-ups, evaluating clients’ needs and making recommendations to form the ideal entity for their business, whether as a Corporation, S-Corporation, Partnership, Limited Liability Company or Sole Proprietorship. Once the entity type is determined, we prepare and file the necessary forms with the Department of State and Federal Government to legally form the entity.
Another valuable service we offer is representing and guiding clients who have outstanding issues with the Department of Treasury, Internal Revenue Service, and the Department of Revenue in various states. The firm has assisted many clients over the years with either reducing or eliminating their tax liabilities with the Federal and State governments. In situations where this is not possible, we pursue other options to ensure that our clients have every opportunity to get current with tax liabilities from prior years and to remain current going forward.
The firm is also proficient in QuickBooks and offers services to assist small businesses in automating their books and records.
Our financial planning services include:
Investment management: Design, implement, and actively manage a portfolio aligned with your age, risk tolerance, and long-term financial objectives through ongoing monitoring and rebalancing.
Retirement Planning: Evaluate retirement plan and benefits, model sustainable retirement spending, and design a tax-efficient cash-flow, withdrawal, and Social Security claiming strategies to maximize long-term portfolio longevity.
Estate Planning: Review inheritance considerations including Pennsylvania inheritance tax, assess powers of attorney, and evaluate whether trusts are appropriate for your overall estate plan.
Tax Strategies: Analyze and implement strategies including Roth conversions and backdoor Roth IRA contributions when appropriate, and structure charitable giving through vehicles such as Donor-Advised Funds, appreciated securities, and charitable trusts.