Business Details
Your Trusted Partner for Accounting & Tax Solutions
With over three decades of experience in financial and taxation services, our team delivers expert solutions tailored to both businesses and individuals. We specialize in corporation tax planning, retirement strategies, and college savings programs, ensuring clients achieve their financial goals. Our commitment to knowledge, competency, and integrity has earned us long-standing client trust. We provide personalized advice grounded in deep expertise in income tax compliance, strategic business planning, and financial reporting. Our professionals hold prestigious certifications and memberships, reflecting our dedication to excellence.We serve diverse industries, including legal, medical, and construction, with a focus on small businesses. Our approach combines personalized service with rigorous attention to detail, ensuring clients receive actionable insights. We prioritize transparency and ethical standards, fostering lasting relationships through reliable, high-quality work. Our team's extensive experience, including academic and industry roles, strengthens our ability to address complex financial challenges. We are committed to continuous learning and adapting to evolving tax regulations, ensuring clients receive up-to-date guidance.
Services
Tax Planning
Retirement Planning
Bookkeeping
Financial Reporting
Tax Preparation
Highlights and features
- We offer 30+ years of experience in tax and accounting services.
- Our team includes CPAs and IRS Enrolled Agents with specialized expertise.
- We provide personalized financial strategies tailored to individual and business needs.
- Our professionals hold memberships in leading industry organizations like AICPA and PICPA.
- We serve diverse industries with a focus on small business financial solutions.
Services
Tax Planning
Our tax planning services help individuals and businesses minimize liabilities through strategic compliance and foresight. We analyze financial situations to create customized plans aligned with long-term goals. With expertise in federal, state, and local regulations, we ensure clients maximize deductions and credits while maintaining full compliance.
Retirement Planning
We design retirement strategies tailored to personal and business needs, focusing on sustainable income streams and tax-efficient savings. Our approach includes evaluating investment portfolios, pension options, and estate considerations. By prioritizing long-term financial security, we help clients transition into retirement with confidence and clarity.
Bookkeeping
Our bookkeeping services ensure accurate, up-to-date financial records for small businesses. We manage accounts payable/receivable, payroll, and bank reconciliations to support informed decision-making. By maintaining precise documentation, we help businesses streamline operations and prepare for audits or tax filings.
Financial Reporting
We compile financial statements and performance reports to provide actionable insights for businesses. Our services include balance sheets, income statements, and cash flow analysis to assess profitability and growth potential. These reports enable stakeholders to make data-driven decisions aligned with strategic objectives.
Tax Preparation
We handle federal, state, and local tax filings for individuals and businesses, including estates, trusts, and corporations. Our team ensures accuracy in reporting income, deductions, and credits while meeting deadlines. By staying current with tax code changes, we reduce errors and optimize returns for clients.
People
Stephen C. DeAngelo
Managing Partner
CPA since 1982 with expertise in tax compliance and accounting. Teaches at Montgomery County Community College and holds memberships in AICPA and PICPA. Graduated from LaSalle University and Villanova University with advanced degrees.
Gretchen R. Bonacum
Partner
CPA with 15+ years in high-net-worth financial services. Specializes in trading and compliance. Graduated from Clarion University and holds memberships in AICPA and PICPA. Joined the firm in 2014.
Raymond L. Schill
Senior Tax Specialist
Senior tax specialist with 15+ years in strategic tax planning. Holds an MBA in Finance from Temple University. Joined the firm in 2022 after a career in the chemical industry. Focuses on individual and trust tax strategies.
Kevin S. Hill
Senior Tax Specialist
IRS Enrolled Agent with 25+ years in tax preparation for trusts, estates, and private foundations. Graduated from Temple University. Experienced in both national and regional accounting firms. Joined the firm in 2023.
Luisa A. Bailey
Bookkeeper
Bookkeeper with 20+ years of experience supporting clients in financial record-keeping. Joined the firm in 2004. Provides accurate and organized bookkeeping solutions for small businesses across various industries.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial reporting, tax planning, and compliance services tailored to small businesses across industries like legal, medical, and construction.
Do you assist with personal tax and retirement planning?
Yes, we offer federal/state tax preparation, retirement strategies, and college savings programs to help individuals achieve long-term financial goals.
How experienced is your team?
Our CPAs and tax specialists have 15–30+ years of experience, including academic roles and certifications like IRS Enrolled Agent.
What industries do you specialize in?
We work with small businesses in wholesale, retail, legal, medical, insurance, IT, and construction industries, offering customized financial solutions.
