Accounting Services
Keeping You
On Track

Personal assistance you deserve

Our
Services

Bookkeeping

Complete bookkeeping services for small to medium size businesses.

Individuals

Tax returns and filing instructions have been prepared for 1000's of individual clients each year.

Tax Planning

Long term, annual and mid-year tax planning, retirement and tax forecasting services.

Financial Statements

Monthly, quarterly and year-end Balance sheet and Income Statements are prepared accurately and timely for a broad range of small to medium size business clients.

Business Tax Returns

A variety of small business tax returns are prepared each year.

NEW TAX DEADLINE for filing 2019 Form 1040 Tax Returns:    7/15/2020  <--also payment deadline for amount due is extended to 7/15/2020 without interest or penalty.    First and Second Quarter Estimated Tax payments have also been extended to 7/15/2020 without interest or penalty.   -- This extension is due to the CoronaVirus and is for 2019 tax filing ONLY.

 

ANNOUNCING for 2019/20:   Alycia Phillips, Tax & Accounting Specialist.   We are pleased to announce that Alycia Phillips, AFSP is accepting clients for the 2019/20 Tax Year.  Call our office for an appointment with Alycia or Mary Ann as soon as you have collected your tax information. 

Our Online Office brings financial services directly into your home or business enabling you to more actively participate in your financial management. 

Spend Some Time

Explore our Online Office. There are many different ways to use the services here. You can:

  • Learn more about the services offered
  • Review updated articles at our  Client Resource Center
  • Use the Financial Calculators to assist you in budgeting, financial planning, or determining loan payments
  • Stay Alert to tax and accounting news by reviewing the client newsletter. Review Tax and Financial Topics of Interest in the Additional Pages section of our site

 

 

 

 

 

 

Our Office offers the following:

  • Secure E-Mail - to and from our office, securely, password and identity theft protected~!
  • E-mail contains a 'link' where you can browse out to your computer, add files and send them securely back to our office
  • Audit/Identity Theft Insurance - We offer Protection Plus Audit and Identity Theft protection.  Buy this important protection when you have your return prepared.
  • Weekly Tax Tips - If you are not already receiving this valuable resource, please call our office and provide your e-mail address
  • Two Tax Professionals - Mary Ann (35 years experience) & Alycia (11 years experience) are ready to serve your tax preparation needs.  E-mail now for your appointment with Alycia

Please browse the pages of this site and feel free to e-mail any questions, suggestions or other feedback. This web site is meant to be an extension of services provided to you.

Visit often as additional news, weekly tax tips, Monthly Newsletters and helpful information will be continually added by our office in an effort to serve you better. Please be sure to check out the 'Newsletters' area of this website for important updated NEW tax information. Updates are posted regularly to assist you to understand your taxes and/or formulate questions for our office.


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Mary Ann Phillips CPA PA

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