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Financial calculators, tax tools, and business tools are now available!
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To use the experience and knowledge of the firm to save our clients money. We specialize in helping small, growth-oriented businesses achieve their goals in today's rapidly changing economic climate. As a Certified Public Accountant and a Certified QuickBooks ProAdvisor, We are especially tuned into small businesses. We are also conversant with all aspects of the Estate, Gift and Inheritance Tax Laws.
We offer an extensive range of accounting, bookkeeping, tax preparation, planning, and other consultation services tailored for executives and small business owners.
We offer tax preparation for personal, businesses, estate, gift and inheritance. We will use our judgement to resolve questions in your favor where the tax law is unclear, or where there are conflicts between taxing authorities' interpretation of the law and other supportable positions. We offer E-file for Federal and state filings.
We offer planning for financial planning for individuals, education and retirement. We also offer business planning and business valuations.
Accounting and bookkeeping
If you are opening a new business we can assist you in filing all the necessary paper work for the Federal, State, and Local Government agencies. We will also help to guide you in having a successful business. We try to accommodate to all the needs of our clients. Our clients can have daily, weekly, monthly, quarterly, yearly services. We offer full bookkeeping services. This would include services such as, paying bills, calculate and writing payroll checks, bank reconciliations, and all input needed for QuickBooks or Quicken on a regular basis (daily, weekly or monthly). This service also includes meetings with our staff on a regular basis. Along with calculating and writing payroll checks, we will also prepare all necessary payroll tax filings.
We will act as a coordinator to assist you in determining your personal financial strategy. We can help you cope with the economic challenges of the upcoming years. Your financial success in future years may depend on the Personal Financial Plan you set up now.
We have technical support for your computer needs. We can install software and hardware, Diagnose computer problems, and install or configure computer networks.
We are dedicated to standards of the highest integrity and service of the highest quality. We value building long-term relationships with our clients, so that we can not just meet - but also anticipate - all their accounting, tax, and bookkeeping needs.
Please call us at 215-493-3051 for an appointment or E-mail us. Please include your name, telephone number and a brief description of services you are interested in.
Our hours are Monday through Friday from 8:00am to 4:30pm. We also offer evening and Saturday appointments for your convenience. We are located near the Newtown/Yardley and New Hope exits of I-95 in Bucks County. Map / Directions