Business Details
36 Years
experience
Trusted Accounting and Tax Services in Paoli, PA
Since 1990, Robert J Kratz has provided comprehensive accounting, tax, and advisory services to small businesses, individuals, and nonprofits across the Delaware Valley. Our team of certified professionals combines decades of experience with a commitment to personalized service, ensuring clients receive accurate financial reporting, strategic tax planning, and actionable business advice. We adhere to the highest standards of professionalism, following US GAAS for audits and maintaining 40+ hours of annual continuing education to stay ahead of regulatory changes.By prioritizing timely communication and tailored solutions, we empower clients to focus on growth while we handle complex financial obligations. Our expertise spans business startup consulting, audit preparation, and compliance management, making us a trusted partner for long-term financial success.
Services
Accounting Services
Tax Services
Advisory Services
Auditing
Financial Reporting
Business Startup
Details
- Year established: 1990
Highlights and features
- Our CPAs complete 40+ hours of annual continuing education for up-to-date expertise
- We provide timely responses to client needs with personalized attention
- Specialized knowledge of federal, state, and local tax legislation
- Follow US GAAS standards for thorough, reliable audit procedures
- Offer strategic business startup planning with financial forecasting
Services
Accounting Services
We manage accounting processes, payroll, and financial reporting for small businesses. Our services include year-end reviews, depreciation schedules, and system setup to ensure accurate records. Clients gain time to focus on growth while we handle day-to-day financial operations.
Tax Services
Comprehensive tax planning and preparation for individuals and businesses, including e-filing and audit representation. We stay current with tax code changes to ensure compliance and optimize liabilities. Services cover corporate, nonprofit, and personal tax returns with amendment options.
Auditing
Our CPAs perform independent audits following US GAAS standards to verify financial statements. Services include asset/liability testing and third-party balance verification. Audits provide assurance for lenders, boards, or regulatory bodies requiring accurate financial disclosures.
Advisory Services
Strategic guidance for business decisions, including startup planning, QuickBooks consulting, and succession strategies. We help clients choose legal structures, project cash flow needs, and develop financial plans to support long-term growth and compliance.
Financial Reporting
Preparation of balance sheets, income statements, and cash flow reports for internal or third-party use. We compile reviewed financial statements that provide a clear picture of business performance for decision-making or regulatory requirements.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, year-end reviews, and financial reporting tailored to small business needs.
Do you handle tax preparation for individuals and corporations?
Yes, we prepare federal, state, and local tax returns for individuals, corporations, LLCs, and nonprofits.
What's included in your business startup advisory services?
We help choose legal structures, project startup costs, and develop financial plans to ensure new businesses launch successfully.
Do you offer audit services compliant with professional standards?
Our audits follow US GAAS standards, including asset verification and third-party balance checks for regulatory compliance.
Can you assist with electronic tax filing?
We offer secure e-filing for faster, more accurate submission of federal and Pennsylvania state tax returns.
