SERVICES

Tax
Services

I provide year-round tax services, including preparation, planning, and notice resolution.

Small Business Tax

Including sole proprietors, LLC's, Partnerships, and S Corporations, I am here to help you clean up your books and accurately file your business taxes.

Individual Income Tax

I work with all individuals, regardless of income level or complexity, to ensure you maximize deductions and credits, and pay the lowest tax possible.

Non-profit Tax

I have a background in working with fire departments and social clubs, with extensive knowledge of PA small games laws and year-end filing requirements. I'm also happy to consult with other non-profits to see what services I can offer you!

State and Local Tax

In addition to filing both state and local income taxes when required, I also provide small business with sales tax filing services, and mercantile tax returns where applicable.

Accounting & Bookkeeping

I help you manage your company's finances and keep your books on track, so you can have the peace of mind to focus on the bigger picture and what you do best. I offer a wide variety of services, and can manage your books from start to finish, or provide oversight of your record keeping, if you prefer handling things yourself.

Services I can provide include bookkeeping, payroll, reconciliations, monthly close and financial reporting, assistance with financing and banking needs, planning, and year-end 1099 preparation and filings.

Let's talk about cloud accounting options as well, so I can manage your books in real time!

Consulting

I offer new business advisory services, working with your lawyer to form your entity, and discussing the best options for entity classification. Once formed, I can help you set up your books and chart of accounts to best suit your needs.

Whether I handle your bookkeeping or provide you with guidance to complete it yourself, my consultation services will allow us to work together to meet your business goals. We can review your expenses, cash flows, and other aspects of your business to pinpoint areas for improvement.

QuickBooks

As a certified QuickBooks Online ProAdvisor, I am able to help you get set up with a subscription and can provide an initial discounted package. We can review your needs and determine what version works best for you. I am also very experienced in QuickBooks desktop, and can help you with your books in either version. I provide all QuickBooks services, including company set-up, complete book clean-ups when needed, training to help you better utilize QuickBooks, or full bookkeeping services where I manage the data entry, reconciling, classifications and reporting, so you can sit back and review the big picture. Call me today to discuss your QuickBooks needs!

Concerned about changing accounting fees every month, or being hit with a larger invoice at tax preparation time? Ask about setting up a monthly flat rate package with me! We can review your needs and establish a monthly price that includes as many of the services as you need, such as bookkeeping, consulting time, sales tax, 1099 preparation, tax preparation and more. Get peace of mind in knowing what you will be paying for accounting services each month! Call today for your free service consultation!

PROUDLY SERVING ALL LOCATIONS, INCLUDING VIRTUAL SERVICES