Business Details
28 Years
experience
Certified Accounting Services in North Wales, PA
Since 1998, Locke & Associates PC has provided comprehensive accounting, auditing, and tax services to businesses and individuals across the tri-state area. Our team of dedicated professionals combines technical expertise with personalized service to address complex financial challenges. We specialize in tax return preparation, strategic business planning, and QuickBooks solutions while maintaining a strong commitment to ethical standards and client satisfaction. With offices in North Wales, Pennsylvania, we serve corporations, LLCs, nonprofits, and independent professionals through tailored financial strategies.Our experience includes IRS audit representation, payroll tax resolution, and cash flow management services designed to support long-term business growth. We prioritize transparency in all client interactions and maintain rigorous professional development to stay current with evolving tax regulations. Our firm's approach balances technical precision with practical business insights to deliver measurable value to our clients.
Services
Tax Return Preparation
IRS Audit Representation
QuickBooks Services
Small Business Accounting
Payroll Solutions
Strategic Business Planning
Nonprofit Accounting
Cash Flow Management
New Business Formation
Internal Controls Assessment
Details
- Year established: 1998
Highlights and features
- We offer 25+ years of experience in certified public accounting services
- Our team provides IRS audit representation and tax problem resolution
- Specialized QuickBooks setup and training for small businesses
- We deliver tailored financial strategies for Pennsylvania-based businesses
- Comprehensive services from tax preparation to business succession planning
Services
Tax Return Preparation
Our firm specializes in accurate tax return preparation for both individuals and businesses. We ensure compliance with federal and state regulations while identifying legitimate deductions. Our experienced CPAs stay current with changing tax laws to provide reliable, up-to-date filing services.
IRS Audit Representation
We provide expert representation during IRS audits, protecting client interests throughout the process. Our services include document preparation, audit communication, and negotiation of potential liabilities. Our team's deep understanding of tax code helps achieve favorable outcomes for audit cases.
QuickBooks Services
We offer comprehensive QuickBooks solutions including system setup, employee training, and ongoing support. Our services optimize accounting workflows and ensure accurate financial tracking. We help businesses implement customized QuickBooks configurations that meet their specific operational needs.
Small Business Accounting
Our small business accounting services include financial statement preparation, payroll processing, and cash flow management. We provide audits, reviews, and compilations to meet various assurance requirements. Our approach helps business owners focus on growth while maintaining financial compliance.
Strategic Business Planning
We assist with developing comprehensive business strategies covering succession planning, financial forecasting, and operational improvements. Our planning services help businesses navigate growth challenges and implement effective financial controls for long-term sustainability.
Questions
What accounting services do you offer for small businesses?
We provide complete accounting solutions including financial statements, payroll processing, cash flow management, and internal control assessments tailored to small business needs.
Do you handle IRS tax problems for individuals?
Yes, we specialize in resolving individual tax issues including audit representation, back tax filings, and payment plan negotiations with the IRS.
Can you help with QuickBooks setup and training?
Our QuickBooks experts provide complete system setup, customized training programs, and ongoing support to ensure efficient accounting operations for your business.
What areas do you serve?
We primarily serve Pennsylvania businesses from our North Wales office, with clients throughout the tri-state region including Philadelphia and surrounding counties.
Are you available for new business formation?
Yes, we assist with all aspects of business formation including entity selection, registration requirements, and initial financial planning to establish proper accounting systems.
