Business Details
Trusted Accounting & Tax Services in Collegeville, PA
Lucille F Booker, CPA is a full-service accounting firm licensed in Pennsylvania, serving clients year-round with personalized financial solutions. With over 30 years of experience in accounting and tax services, our practice supports individuals, small businesses, and nonprofit organizations across Montgomery and Philadelphia counties, as well as clients nationwide. Our principal officer, Lucy Booker, combines expertise from 20 years in corporate roles within the insurance, healthcare, and pharmaceutical industries with dedicated private practice experience.A licensed Certified Public Accountant and Temple University MBA graduate, Lucy maintains active membership in the National Association of Tax Professionals and the Pennsylvania Society of Tax & Accounting Professionals. Our services extend beyond compliance to proactive tax planning, IRS problem resolution, and small business accounting, emphasizing accuracy, client education, and long-term financial success. We prioritize accessibility through secure client portals and offer free initial consultations to address your unique financial needs.
Services
Tax Preparation
Tax Planning
IRS Audit Representation
Payroll Tax Problems
Back Taxes Owed
Non-Filed Tax Returns
IRS Liens
IRS Levies
Small Business Accounting
Innocent Spouse Relief
Highlights and features
- We offer 30+ years of specialized expertise in tax resolution and accounting.
- Our team provides personalized IRS audit representation and problem-solving strategies.
- Secure client portals ensure easy access to critical financial documents.
- We combine corporate experience with tailored small business accounting solutions.
- Free initial telephone consultations help address urgent tax concerns.
What people say
Absolute best
Very professional
Premium services
Asset to my business
Promptness in service
Services
Tax Preparation
Our tax preparation service ensures accurate, compliant filings for individuals and businesses. We identify overlooked deductions, optimize refund timing through e-filing, and provide personalized withholding adjustments. With expertise in complex returns and small business bookkeeping, we simplify the process while maximizing savings.
IRS Audit Representation
We handle IRS audit complexities from start to finish, protecting your interests. Our representation prevents over-disclosure of information, challenges unwarranted assessments, and minimizes financial exposure. Clients avoid direct IRS contact while we leverage tax code knowledge to achieve favorable resolutions.
Payroll Tax Problems
Specialized resolution for businesses facing payroll tax liabilities. We negotiate payment plans, reduce penalties, and prevent asset seizures. Our approach addresses both immediate compliance needs and long-term payroll tax management strategies to protect business continuity.
Tax Planning
Proactive tax planning identifies year-round savings opportunities. We implement legal strategies for income deferral, estate reduction, and investment optimization. Continuous education on evolving tax laws ensures clients maintain compliance while minimizing liabilities across personal and business portfolios.
Non-Filed Tax Returns
We resolve unfiled tax situations with discretion and urgency. Our process includes preparing back returns, negotiating penalty abatements, and establishing payment plans. Early intervention prevents criminal charges while restoring compliance status through IRS-approved procedures.
People
Lucille F. Booker
Principal Officer
Lucy Booker, CPA, MBA, has 30+ years of accounting experience, including corporate roles in insurance, healthcare, and pharmaceutical industries. She teaches accounting at a local university and maintains active professional memberships while leading her private practice.
Questions
What IRS audit services do you provide?
We handle all audit aspects, preventing direct client contact with the IRS. Our representation includes documentation preparation, penalty negotiation, and resolution strategy development.
How do you resolve payroll tax problems?
We negotiate payment plans, reduce penalties, and prevent asset seizures while addressing both immediate compliance and long-term payroll tax management needs.
Can you help with unfiled tax returns?
Yes, we prepare delinquent returns, negotiate penalty abatements, and establish payment plans to resolve non-filing issues discreetly and efficiently.
What tax planning strategies are available?
We implement income deferral, estate reduction, and investment optimization strategies while maintaining compliance with evolving tax regulations.
Do you offer secure document sharing?
Yes, our clients receive password-protected portals for secure storage and access to financial documents anytime, anywhere.
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