Business Details
Your Trusted CPA in Ardmore, PA
As a licensed Pennsylvania Certified Public Accountant and Certified QuickBooks Professional Advisor, I provide comprehensive accounting and tax services tailored to individuals and small businesses. With expertise in individual, partnership, and corporate taxation, I specialize in small business accounting, tax planning, and QuickBooks consulting. My approach combines traditional accounting with strategic advisory services, including business setup, budgeting, and personnel management. I prioritize long-term client relationships, offering personalized attention to individual tax needs and business goals. Active in the Ardmore community as Treasurer of the Ardmore Business Association and a Rotary Club member, I bring local insight to every client interaction.My practice emphasizes accessibility, with house calls available and secure online document sharing for convenience. Backed by memberships in the American and Pennsylvania Institutes of Certified Public Accountants, I deliver reliable, up-to-date financial guidance. My commitment to continuous education ensures clients benefit from current tax regulations and accounting best practices. Whether assisting with complex tax scenarios or establishing accounting systems, I focus on clarity, accuracy, and actionable solutions. This dedication to excellence has established my firm as a trusted partner for year-round financial support.
Services
Individual Tax Services
Business Tax Advisory
QuickBooks Consulting
Accounting Services
Bookkeeping Services
Highlights and features
- Specialized expertise in individual and corporate tax planning
- Certified QuickBooks Professional Advisor with implementation experience
- Active community involvement and local business knowledge
- Year-round availability for tax and accounting consultations
- Secure online document sharing for client convenience
Associations and certifications
- Certified Public Accountant
- Certified QuickBooks Professional Advisor
Services
Individual Tax Services
Comprehensive tax preparation and planning for individuals, including year-round consultation for changing financial circumstances. Specializing in maximizing deductions and ensuring compliance with evolving tax regulations. Provides personalized guidance for complex tax situations and life events affecting tax liability.
Business Tax Advisory
Full-service business tax solutions for C-Corporations, S-Corporations, Partnerships, and LLCs. Offers strategic tax planning, entity selection, and year-end tax strategies. Assists with payroll tax compliance and business expense optimization to minimize tax exposure.
QuickBooks Consulting
QuickBooks setup, migration, and training services for new and existing businesses. Teaches proper transaction entry and report generation for effective business management. Helps clients implement accounting systems tailored to their specific operational needs.
Accounting Services
Ongoing accounting support including transaction categorization, financial record analysis, and year-round bookkeeping. Provides accurate financial reporting and advisory services for business decision-making. Specializes in maintaining organized accounting records for small businesses.
Bookkeeping Services
Complete bookkeeping solutions for small businesses and nonprofits, including payroll processing and bank reconciliation. Maintains accurate financial records through systematic transaction recording. Ensures up-to-date books for informed business management and tax preparation.
People
Anna J. Sachs
Certified Public Accountant
Licensed Pennsylvania CPA with expertise in individual and business taxation. Certified QuickBooks Professional Advisor offering accounting and consulting services. Active community member serving as Ardmore Business Association Treasurer.
Questions
What accounting services do you offer for small businesses?
We provide business tax preparation, QuickBooks setup and training, accounting system implementation, and year-round financial advisory services tailored to small businesses.
Do you handle both individual and corporate tax returns?
Yes, we prepare individual, partnership, C-Corporation, and S-Corporation tax returns with specialized attention to each entity's specific requirements.
Are you available for tax questions throughout the year?
Yes, we offer year-round tax consultation services to address changing financial circumstances and tax implications of life events.
Do you provide QuickBooks training for business owners?
As a Certified QuickBooks Professional Advisor, we offer software setup, migration assistance, and personalized training for effective business management.
What areas do you serve from Ardmore, PA?
While based in Ardmore, we serve clients throughout Pennsylvania with in-person consultations available locally and remote services statewide.
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