Goldstein & DiPaolo, PC Certified Public Accountants

Services

Traditional and Beyond

Accounting

We know accounting. We understand your business. So we provide the timely and accurate financial information that allows you to evaluate both the successes of your business and the areas that may need attention.

We will use our expertise to:
  • Prepare financial statements
  • Maintain your general ledger
  • Train on Quickbooks ®
  • Set up an accounting system for a new business
  • Prepare personal financial statements

Tax Services

We continually keep abreast of the ever-changing tax code. With this knowledge, we can provide our clients with tax savings and financial planning opportunities for current and future years.

Here’s a list of tax services we offer:
  • Tax planning
  • Tax return preparation for:
    • individuals
    • corporations
    • partnerships
    • LLC’s/LLP’s
    • gift, estates and trusts
    • not-for-profit organizations
  • IRS/Taxing authority representation
  • Divorce and support issues
  • Sales tax calculation and reporting
  • Tax effects of buying/selling a business

Reviews & Compilations

In the ordinary course of business or required by law, third parties often request financial statements to extend services or offer credit. We provide independent reporting and recommend constructive solutions to deficiencies.

  • Reviews – includes some evaluation of analytical procedures and offers limited assurance
  • Compilations – based upon client information and used primarily for internal use

Bookkeeping & Write-up

Let’s face it, keeping financial records is probably not where you want to spend much time. Goldstein & DiPaolo can accumulate and record all of your company’s financial transactions on a monthly, quarterly, or annual basis so that you can focus on selling your product or service.

Bookkeeping services include:
  • Record check disbursements
  • Invoice and bill customers
  • Post customer payments
  • Track & pay sales tax
  • Reconcile bank accounts
  • Set-up & reconcile credit card accounts
  • Prepare budgets
  • Prepare financial reports
  • Process “after-the-fact” payroll
  • Prepare payroll tax returns & reports
  • Issue W-2’s & 1099’s

Expense Management

Tough economic times often dictate the necessity to carefully review business expenses. With decades of experience analyzing business expenses, we are well positioned to make recommendations for cost savings. We also have great relationships with a whole host of product and service providers including banks, insurance companies, investment advisors, attorneys, payroll companies, and many others who are eager to provide their excellent products and services at a discount to our clients.

Consulting

Of course, there is plenty more to consider for your business than just taxes and accounting. Proper planning and goal setting in conjunction with optimal use of resources is crucial to success. We can offer advice and develop solutions to efficiently achieve your goals.

Here are some examples of consulting services we provide:
  • Type of business entity selection
  • Buying & selling a business
  • Business succession planning
  • Retirement planning
  • Estate, trust and gift planning
  • Budgeting and net worth analysis

Services

Services

What our clients say…

Mike has guided us through every accounting and financial hurdle along the way and, most importantly, he has become a dear friend. He is an essential part of our lives.

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Goldstein & DiPaolo, PC
Work
654 Red Lion Rd, Suite 200
Huntingdon Valley, PA 19006
(215) 947-0800 workphone
(215) 947-9704 fax
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