We assist individuals who would like professional advice and trusted advisors to work with for years to come.
We have individual clients in a wide range of professions; many own businesses, multiple real estate properties, or have complex financial investments.
Everyone has different goals – we will listen to yours and respond with personalized advice rather than hand out pre-packaged answers.
We help business owners manage their tax responsibilities and stay current with the shifting tax law landscape to best advise our clients.
We have clients in many different industries from established real estate firms to start-up technology companies. No matter the business, we provide responsive, insightful guidance to support your organization.
Beyond tax planning and compliance services, we have a strong team to assist with your bookkeeping. These services can be performed monthly, quarterly, or annually, based on your needs. Let us do this work so you can focus on running your business.
Our Firm excels in the filing of Individual, Partnership, S-Corporation, C-Corporation, Trust, Estate, Inheritance, Gift, and Non-Profit tax returns. We also handle the preparation of amended tax returns as needed, and can resolve prior year tax issues with the IRS and other taxing authorities. While our Firm is located in Philadelphia, we have clients all over the United States. Additionally, our tax consulting and advisory services provide value beyond the required tax filings. We work with our business clients to help find ways to minimize tax liabilities through proactive tax planning. Additionally, we work with both our business and individual tax clients on maximizing their potential benefit from all available federal, state, and local tax credits.
The Firm provides substantial value for clients outside of its tax and accounting expertise. The Firm serves as trusted partner and business advisor for many clients who do not have a formal Chief Financial Officer or Chief Accounting Officer. Given The Firm’s wide variety of experience with small businesses, we can provide keen insight into your business from a unique perspective, allowing a business owner to have the opportunity to think differently and consider new and exciting directions and ideas for their business.
Additionally, The Firm has an expertise in real estate matters. The Firm can prepare robust pro forma projections for potential real estate projects, and can also help evaluate acquisition and disposition options, inherent risk factors, and perform market analysis for our real estate clients.
- Allows the owner to focus on running and growing their business rather than reconciling bank statements and posting transactions;
- Provides the owner with accurate and timely insight into the financial performance of their business to better inform their decision making; and
- Ensures the business records will be ready for ongoing tax filings, making the tax return process faster and therefore less expensive.