Business Details
50+ Years
experience
Trusted Accounting and Tax Services in Paoli, PA
Joseph M Cahill, LLC has been providing comprehensive tax, accounting, and advisory services to businesses, individuals, and not-for-profit organizations since 1947. Our firm prioritizes continuity of service and personal attention, with associates working closely with the same clients year after year to develop deep understanding of their financial backgrounds. This long-term client relationship approach enables us to deliver technical expertise that helps clients meet and surpass their personal and professional goals. We maintain a commitment to innovative, professional services delivered in a timely manner at fair prices. Our team combines decades of experience with specialized knowledge across tax planning, financial reporting, business valuation, and advisory services.We serve clients through a personalized approach that emphasizes understanding individual business needs and financial contexts. Our services include transactional tax planning, financial statement preparation, business succession planning, and customized advisory solutions. We provide secure digital access to client documents through our password-protected portal and convenient file-sharing options. Our professionals hold certifications including CPA and CVA designations, ensuring high standards of expertise and accountability. We maintain a focus on building long-term relationships while adapting to evolving tax regulations and client needs.
Services
Tax Planning
Financial Reporting
Business Valuation
Individual Advisory
Business Advisory
Not-for-Profit Services
Details
- Year established: 1947
Highlights and features
- We maintain long-term client relationships to develop deep financial understanding
- Our team combines decades of experience with CPA and CVA certifications
- We deliver innovative solutions for evolving tax regulations and business needs
- We provide secure digital document access through our client portal
- Our personalized approach emphasizes transparency and fair pricing
Services
Tax Planning
We provide comprehensive tax planning and compliance services for individuals, estates, trusts, and businesses. Our team develops strategies to minimize tax liabilities while ensuring compliance with federal, state, and local regulations. We represent clients during tax authority audits and provide guidance on evolving tax laws.
Financial Reporting
Our financial reporting services include audited, compiled, and reviewed financial statements. We prepare financial forecasts, interim statements, and agreed-upon procedures reports. Our bookkeeping assistance helps businesses maintain accurate financial records for decision-making.
Business Valuation
We offer business valuation services for estate and gift tax purposes, stock ownership gifting, divorce settlements, and buy/sell agreements. Our certified valuation analysts provide accurate assessments to support strategic business decisions and transactional needs.
Individual Advisory
Our individual advisory services cover retirement planning, wealth transfer strategies, personal financial planning, and investment analysis. We help clients with estate planning, education funding, insurance planning, and cash flow management tailored to their specific needs.
Business Advisory
We provide business advisory services including internal control evaluations, accounting system assessments, and strategic planning. Our team supports mergers and acquisitions, business entity selection, performance measurement, and cash management strategies for organizational growth.
People
Joseph M Cahill
Founding Partner
Joseph M Cahill was the founding partner of our firm, establishing its reputation for excellence in accounting and advisory services from 1947 until his passing in 2023. His legacy continues through our commitment to personalized client relationships.
Kevin C. Cahill
CPA
Kevin C. Cahill is a certified public accountant with extensive experience in tax planning and compliance. He continues the family tradition of providing high-quality accounting services while maintaining the firm's commitment to personalized client attention.
Derek W. Schultz
CPA/CVA
Derek W. Schultz is a certified public accountant and accredited valuation analyst specializing in business valuation services. His expertise includes providing accurate business assessments for estate planning, divorce settlements, and transactional purposes.
Alexandra Sarnicky
Office Manager
Alexandra Sarnicky serves as our office manager, ensuring efficient operations and client service coordination. She plays a key role in maintaining the firm's commitment to organizational excellence and client satisfaction.
Diana Forbes
Sr. Staff Accountant
Diana Forbes is a senior staff accountant with extensive experience in financial reporting and tax preparation. She provides technical expertise in preparing financial statements and ensuring compliance with accounting standards.
Questions
What accounting services do you offer?
We offer tax planning, financial reporting, business valuation, individual advisory, business advisory, and not-for-profit services.
How can I access my financial documents?
Clients can access documents through our secure password-protected portal or use our SecureSend page for file transfers.
Do you specialize in any particular industries?
We serve businesses, individuals, and non-profit organizations with expertise in tax compliance and financial planning.
How do you handle tax audits?
We represent clients during tax authority audits and provide strategic guidance to resolve examination issues.
What makes your firm different?
We combine decades of experience with personalized service through long-term client relationships and technical expertise.
