Family-owned and operated for over 50 years, we are a full service accounting firm specializing in individual and business taxation at the local, state and federal levels.
We strive to build long-lasting client relationships with personalized service at affordable rates.
Services
Accounting services include: Assistance with accounting software, preparation of compiled, reviewed, and audited financial statements, as well as custom financial reports and analysis for internal use.
Entrepreneurial Businesses: We work closely with individuals who own and operate their own businesses. We understand that operating a business in a competitive world requires hard work, insight and judgment. Information systems, tax issues and banking requirements are three areas where we provide the business owner with independent third party input to assure him that they are utilizing the most efficient and effective means to operate their company. We enjoy working with demanding people and assisting them in achieving their goals.
Nonprofit Organizations: Our financial statement audits focus primarily on nonprofit organizations that follow Generally Accepted Auditing Standards. We do not perform audits for governmental entities that are required to follow Government Auditing Standards, or a Yellow Book audit. Due to the financial burden an audit can have on a nonprofit organization we plan and perform our audits to maximize efficiency to achieve a reasonable cost for the client.
Bookkeeping Support: We provide bookkeeping services to maintain your general ledger and reconcile individual accounts. Work with management to utilize accounting data to understand the company's financial position, results of operations and cash flow.
Tax services: We prepare federal, state, and local income tax returns for individuals and businesses. We are experienced with multi-state income tax returns, particularly the tri-state area of DE, NJ and PA.
Rates: Tax preparation fees range from $225 to $325 for basic returns. Fees for complex returns are based on the amount of time required to complete. We offer a free initial consultation to determine your fee before you are billed for anything. We do not charge based on the number of schedules prepared. Original documents are returned to the client along with a copy of your tax returns. Mailing instructions and envelopes are provided to simplify the filing process. We also offer free electronic filing for federal and state returns.
Tax planning: For individuals with fluctuating incomes we can monitor your income streams to advise you on estimated tax payments and ways to maximize your cash flow during the year.
We prepare federal and state estate, gift, and trust tax returns including the PA-1500 inheritance tax forms.
