Hire the Best Tax Preparers in Pennsylvania

I am a Certified Public Accountant (CPA License #CA066000) with 13+ years of corporate accounting and tax advisory experience. Using my expertise and skills, I help business owners and individual employees to minimize their tax liability, to reach their strategic goals and get their financial records in order. I have filed hundreds of tax returns over the years for individuals tax payers and small entities alike. My top skills include, but are not limited to: 1. Preparation of state & federal tax return forms for Individuals (1040), Partnerships (1065), S-Corp (1120S) and Corporations (1120). 2. Tax Advisory and Submission of Tax Returns complying with US Tax Laws 3. Tax Provision Services - Providing estimates of tax liability and planning for future years I have a Bachelor of Science degree from the University of Delaware (Accounting & Finance - Double Major) and have an active PTIN (#P03120025) and EFIN (#233252). I will provide timely, efficient, and unparalleled work to each of my clients in order to fulfill each of their specific and unique needs.

I am an Accountant with over 20 years of Accounting experience and a BS in Accounting. I have my QBO ProAdvisor status and I also am experienced with Xero, Wave, Freshbooks, Sage, Netsuite and Zoho. I have acclimated to several applications that have assisted in the Accounting efficiencies from Slack, Zoom, Hubdoc, Google Applications, Expensify, Bill.com, etc. I have also worked tax season as a Multi Domain Expert Lead in Turbo Tax and QBO Live. I have worked on Upwork for over 10 years and although I haven't been able to assist everyone the way I would have liked, I have always kept Top Ratings and am grateful that I could assist so many with getting their finances in a great place and to understand the numbers without drowning them with lingo that is hard to understand. I am proud to have helped clients that are mid to small businesses to start up with a new accounting system and integrate it with other applications and also to maintain relationships for several years.

OBJECTIVE Analytical and detail-oriented tax professional seeks to apply diverse accounting and tax knowledge at your company.

I'm licensed 𝐂𝐏𝐀(𝐔𝐒𝐀) 𝐰𝐢𝐭𝐡 𝐞𝐱𝐭𝐞𝐧𝐬𝐢𝐯𝐞 𝐞𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞 in US tax compliance, bookkeeping, and financial advisory services. I specialize in helping businesses stay financially organized and compliant. My expertise spans across industries, with a focus on serving small to medium-sized businesses and entrepreneurs. My expertise spans from preparing complex tax returns (𝟏𝟎𝟒𝟎, 𝟏𝟎𝟔𝟓, 𝟏𝟏𝟐𝟎𝐒, 𝟏𝟏𝟐𝟎) to providing financial advisory and compliance support to businesses and individuals across the US. 𝐌𝐲 𝐞𝐱𝐩𝐞𝐫𝐭𝐢𝐬𝐞 ✅ Finalized books of accounts using QuickBooks, ensuring accurate financial records. ✅ Provided strategic tax planning services tailored to client needs. ✅ Prepared and filed tax returns (1040, 1065, 1120S, 1120) using ProConnect and UltraTax software. ✅ Filed international tax returns for individuals, including claiming foreign tax credits. ✅ Represented clients before the IRS and state tax authorities, including drafting letters and penalty abatement requests. ✅ Compiled and reviewed financial statements to ensure compliance with regulatory standards. ✅ Engaged directly with clients to provide tax planning insights, profit forecasting, and report preparation. 𝐒𝐨𝐟𝐭𝐰𝐚𝐫𝐞’𝐬 𝐡𝐚𝐯𝐢𝐧𝐠 𝐡𝐚𝐧𝐝𝐬-𝐨𝐧-𝐞𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞 ✅ Quick Books Online and Desktop, MENU Payroll fillings ✅ Xero, Sage 300, MYOB, Buildium, Freshbooks Cloud Accounting, Bill.com ✅ Aero work flow manager, and Odoo ✅ Proconnect Software and Ultra Tax software 𝐖𝐡𝐲 𝐬𝐡𝐨𝐮𝐥𝐝 𝐲𝐨𝐮 𝐡𝐢𝐫𝐞 𝐦𝐞? ✅ Prompt communication ✅ Ability to explain complex financial and tax concepts in simple terms. ✅ Timely communication to address queries and provide updates. ✅ Accuracy in financial records, tax filings, and compliance to minimize errors and avoid penalties. ✅ Strategic Tax Planning: Identifying legal ways to minimize tax liabilities. ✅ Proactive Guidance: Offering solutions to improve financial health or resolve compliance issues. ✅ Familiarity with US federal, state, and international tax laws, including the preparation of tax returns (e.g., 1040, 1065, 1120, 1120S). ✅ Knowledge of handling audits, penalty abatement requests, and communication with IRS or state tax authorities. ✅ Experience working with small and medium size businesses, startups, corporations, real estate, rental business, professionals, lawyers, doctors, IT businesses, E-commerce and manufacturing companies. My expertise as a 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐞𝐝 𝐏𝐮𝐛𝐥𝐢𝐜 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐚𝐧𝐭 ensures 𝐩𝐫𝐞𝐜𝐢𝐬𝐢𝐨𝐧 𝐚𝐧𝐝 𝐞𝐟𝐟𝐢𝐜𝐢𝐞𝐧𝐜𝐲 in financial management. Thanks

Experienced CPA | Tax & Accounting Expert With over 10 years of experience as a Certified Public Accountant, I provide reliable and efficient tax and accounting services tailored to individuals and businesses. Whether you need tax preparation, bookkeeping, financial statements, or strategic tax planning, I ensure accuracy and compliance while helping you maximize savings. My expertise includes: ✅ Tax preparation & planning ✅ Bookkeeping & financial statements ✅ Business consulting & compliance ✅ QuickBooks support I’m dedicated to delivering high-quality service with clear communication and timely results. Let’s work together to simplify your finances!

CPA based in Pennsylvania looking to provide accounting, tax and advisory services to individuals and businesses. Why Choose Me Over Someone Else: If you simply need a data entry clerk or basic tax preparer who just throws numbers into the return, I am probably not the right candidate for you. However, if you are looking for a CPA who can be a long-term business and tax advisor that provides accounting oversight and tax guidance not only to your business but to your individual taxes as well, then I think I am your perfect candidate. I can provide bookkeeping, accounting advisory and tax preparation services and you can be comfortable knowing that a CPA is standing next to you. About Me: I have over 8 years of experience working in public and private accounting providing accounting, tax, audit and advisory services to a mixture of individual and business clients. I worked for 4 years in a regional CPA firm, reaching the level of Senior Accountant and 4 years in the accounting department of a privately-held business, reaching the level of Accounting Manager. I opened my own CPA firm in January 2024. I provide tax preparation, bookkeeping and accounting advisory services to a mixture of individual and small business clients in my county and the state of Pennsylvania as well as clients in New Jersey and New York. However, I have plenty of experience preparing larger multi-state individual and business returns for clients across the country. Don't be afraid to reach out to me even if you aren't in PA/NJ/NY! Let us grow our businesses together!