A.D.E. Accounting And Bookkeeping Services LLC
About
I have 28 years experience. i have worked for a big accounting firm (23 years)and learned how you take care of your clients and i have worked for a smaller accounting firm (3 years) and learned how not to treat your clients. i am an enrolled agent to get this i passed a 3 part test given by the IRS. This allows me to efile tax returns and represent taxpayers before the IRS. I am a member of the National Association of Enrolled Agents which requires to be a member 30 hours of continuing education a year, i am also a member of the Pennsylvania Society of Enrolled Agents and the Pennsylvania Institute of Certified Public Accountants.
I enjoy meeting and helping people. The numbers always have to work out sometimes it is like detective work doing bookkeeping. i also like year end tax planning to get a game plan with the clients so there are no surprises when the tax return is completed. i am big into communication. I treat your return like mine or my families returns.
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Frequently asked questions
What is your typical process for working with a new customer?
First meeting is free it allows me to see if I can help this client and to learn about them and their business.
Keep open communication
Talk about tax planning, setting up retirement plans
What education and/or training do you have that relates to your work?
I am a member of the National Association of Enrolled Agents and as a member i am required to take 30 hours of continuing education classes a year.