Business Details
Trusted CPA Services in Havertown, PA
With over 16 years of experience in the Internal Revenue Service, including roles in Collection, Examination, and Criminal Investigation Divisions, I bring unparalleled expertise to tax and accounting services. My firm specializes in IRS representation, forensic accounting, and tax compliance, leveraging my background to resolve complex federal and state tax issues. Certified as a Public Accountant, Fraud Examiner, and Financial Forensics expert, I serve diverse clients including startups, nonprofits, and high-net-worth individuals.My commitment to proactive, cost-effective solutions enables businesses to focus on growth while I manage financial burdens. Services include bookkeeping, tax planning, financial statement preparation, and QuickBooks assistance, tailored to enhance efficiency and client satisfaction.
Services
Tax Consulting
IRS Representation
Bookkeeping Services
Forensic Accounting
Financial Statement Preparation
Business Consulting
Payroll Management
QuickBooks Assistance
Tax Compliance
Audit Support
Highlights and features
- 16 years of IRS experience resolving complex tax issues.
- Certified Fraud Examiner and Financial Forensics expert.
- Customized QuickBooks setup and accounting system support.
- Specialized forensic accounting for litigation and compliance.
- Proven track record with startups, nonprofits, and high-net-worth clients.
Associations and certifications
- CPA
- CFE
- CFF
Services
IRS Representation
Specialized IRS representation for audits, collections, and criminal investigations. Leverage former IRS agent expertise to resolve levies, installment agreements, and tax disputes efficiently. Clients benefit from strategic advocacy before federal and state tax authorities.
Forensic Accounting
Forensic accounting services for litigation support, fraud detection, and compliance. Expert analysis of financial records in legal cases, including business disputes, insurance claims, and anti-money laundering protocols. Delivers court-ready documentation and testimony.
Bookkeeping Services
Comprehensive bookkeeping for small businesses, including payroll processing, accounts receivable/payable tracking, and financial reporting. Utilizes QuickBooks for accurate, real-time financial insights to improve business decision-making and cash flow management.
Tax Consulting
Strategic tax consulting for individuals and corporations. Services include tax return preparation, nonprofit status applications, and compliance with federal/state regulations. Focuses on minimizing liabilities while ensuring adherence to evolving tax laws.
Financial Statement Preparation
Preparation of GAAP-compliant financial statements and custom analyses. Supports business forecasting, budgeting, and operational efficiency through detailed cash flow assessments and managerial reports tailored to client-specific needs.
People
Frank Perillo
Principal Accountant
Certified Public Accountant with 16 years of IRS experience in tax law, audits, and criminal investigations. Holds CFE and CFF certifications, specializing in forensic accounting and tax resolution for diverse industries.
Questions
What tax services do you specialize in?
We specialize in federal and state tax planning, return preparation, IRS representation, and nonprofit tax compliance. Our expertise includes resolving audits, levies, and complex tax disputes.
Can you assist with QuickBooks setup and training?
Yes, we provide QuickBooks installation, customization, and training tailored to small business needs, ensuring efficient financial management and accurate reporting.
What is forensic accounting?
Forensic accounting involves analyzing financial records for legal cases, including fraud detection, litigation support, and compliance investigations. We deliver expert testimony and actionable insights.
Do you offer IRS audit representation?
Yes, we provide full IRS audit defense, leveraging former IRS agent experience to negotiate settlements, installment agreements, and tax debt resolution.
What industries do you serve?
We serve startups, nonprofits, real estate, construction, medical practices, and high-net-worth individuals with tailored accounting, tax, and consulting solutions.
