I am a CPA with over 25 years of experience. I provide tax and accounting services for businesses and individuals. I am located in the Philadelphia, PA area, however, I work with clients in many states accross the United States.
My rates are very competitive and affordable.
I enjoy working with a wide variety of people and businesses. I enjoy helping people maximize thier earnings by minimizing their tax liablities.
goes the extra mile to ensure everything is double and triple check correct.
Kathleen is very professional and knowledgeable. I look forward to working with Kathleen next year during tax time and I will recommend Kathleen to any person looking for an excellent CPA.
Mrs. Barry is complete and accurate. She has been doing my taxes for over 10 and always in a timely manner. I recommend her to all my friends and coworkers.
I like to start an engagement with a brief in person or phone conversation to learn exactly what the client needs. During this consultation I will let the client know what services I can provide as well as a price estimate.
I send a tax organizer, once all documents are ready to go, you can set an appointment, upload to a secure portal, or mail.
I am a Certified Public Accountant and have been providing tax services to individuals and businesses for over 25 years. I take more than the required continuing professional education especially tax related courses.
Each client is different, pricing is based on the needs of the client, the forms required and complexity.
I started working in Public Accounting right after college. I enjoy working with a variety of clients, both individauls and businesses.
My clients vary from those just starting a career to high net worth. Individuals with small businesses, rental properties and partnership interests. I work with a variety of businesses such as printers, contractors, doctors, real estate professionals, auto detailers.
I work with local clients as well as all over the country.
Helping a client determine the amount of a Roth Conversion to minimize the current year tax bill.
Feel comfortable/trust the individual.
The tax professional should be available year round; not just during tax time.
What services do I require in addition to tax preparation such as bookkeeping or tax planning.
What did I not like about my previous professional.