top of page
Group 2767.png
Header.png
Group 2847.png
Group 2848.png
Group 2823.png

Tax Services

Our firm provides a full range of professional tax planning and preparation services for virtually any type of tax entity including Individuals, Sole Proprietors, Corporations, Partnerships, LLCs , Estates, Trusts, and Non-Profits.

Accounting System Management and Bookkeeping

As experienced CPAs, our firm provides full-charge accounting system management and bookkeeping services. We offer a high quality (remote or in-house) outsourcing alternative to managing your accounting system.

QuickBooks Professional Advisors

We are Experienced QuickBooks Professional Advisors and can assist your organization in all aspects of QuickBooks Setup, Training and Reporting.

Group 2822.png
Group 2849.png

Payroll Services

Our Firm is a registered member of the IRS PTIN program and offers electronic preparation of your payroll returns.

Consulting and Business Advisory Services

Entity Selection, Accounting Software Selection, Retirement Planning, Compensation Planning, Employee Benefit Planning, Business Pension and Profit Sharing Plan Selection, Management Advisory, Business Sales Tax Compliance, IRS Representation, Financial Decisions, Estate Planning, Trust and Gift Planning, Education Planning, Financial Budgeting and Cash Flow Analysis

Team
header-2.png
Group 2843.png

Certified Public Accountant, Pennsylvania, 1989 to present

 

Certified Member of American Institute of CPAs Peer Review Program, 2002 to present

 

Licensed Resident Insurance Producer, State of Pennsylvania, 2005 to present

 

Member, American Institute of CPAs, 1989 to present

 

Member, Pennsylvania Institute of CPAs, 1991 to present

 

Director, CCRES – Educational and Behavorial Health Services, Downingtown, PA; 2009 to present

 

Director, Bishop Shanahan High School, Downingtown, PA; 1999 to present

 

Director and Treasurer, St. Mary’s Franciscan Shelter for Families, Inc., Phoenixville, PA; 1995 to 2015

r-degrees.png
Bobby_edited.png
dan-intro.png
dan.png

 

Certified Public Accountant, Pennsylvania, 1991 to present

 

Licensed NASD Registered Investment Representative, 2017 to present

Registered Internal Revenue Service Tax Professional - PTIN Program and E-File Services

 

Quickbooks Accounting and Payroll System Advisor

Multi-State/Nexus Tax Compliance Advisor

 

Recognized Leader in Taxation of Pass-Through Entities, IRS Audits and Dispute Resolutions

 

Proactive Tax Planning for Individuals, Businesses, Trusts, and Not-for-Profit Organizations

 

Third-Party Fiduciary of  Federal, State, and Local Compliance Related to Payroll Taxes, W2s, and 1099s 

 

Past Finance Director and Controller of Software, Engineering, Real Estate, Retail, Restaurant, and Non-Profit Organizations

 

dan-degrees.png
readytotalk.png
sterling white.png

1240 West Chester Pike
Suite 209
West Chester, PA 19382

Tel: (610) 363-8594
Email: info@ssiaccouting.com

bottom of page