Business Details
Certified CPA Services in Ardmore, PA
Anna J Sachs, CPA has built a reputation for delivering high-quality accounting and tax services with a focus on personalized client relationships. With extensive experience in individual, partnership, and corporate taxation, our firm specializes in small business accounting, tax planning, and advisory services. We provide expert guidance on QuickBooks setup, new business strategy, budgeting, and payroll management while maintaining a commitment to detailed, client-focused solutions.Our practice emphasizes long-term partnerships, ensuring clients receive tailored financial advice aligned with their unique goals. As a licensed Pennsylvania Certified Public Accountant and Certified QuickBooks Professional Advisor, we combine technical expertise with community engagement to serve individuals and businesses throughout the Main Line Philadelphia area.
Services
Individual Tax Services
Business Tax Advisory
QuickBooks Consulting
Accounting Services
Bookkeeping Services
Tax Planning
New Business Setup
Payroll Management
Highlights and features
- We offer certified expertise from a licensed Pennsylvania CPA.
- Our team provides specialized QuickBooks consulting services.
- We focus on personalized tax planning for individuals and businesses.
- We maintain active memberships in leading accounting professional organizations.
- We build long-term relationships through dedicated client service.
Associations and certifications
- American Institute of Certified Public Accountants
- Pennsylvania Institute of Certified Public Accountants
- Pennsylvania Society of Tax and Accounting Professionals
- Certified QuickBooks Professional Advisor
Services
Individual Tax Services
Our individual tax services provide comprehensive preparation and planning for personal income taxes. We specialize in maximizing deductions while ensuring compliance with federal and state regulations. Clients benefit from personalized attention to their financial goals and life circumstances.
Business Tax Advisory
Business tax advisory services cover entity selection, quarterly tax planning, and strategic financial guidance. We help small businesses navigate complex tax codes while optimizing their financial position throughout the year.
QuickBooks Consulting
QuickBooks consulting includes system setup, training, and process optimization for small businesses. We ensure accurate financial tracking and reporting while helping clients leverage software capabilities for better business management.
Accounting Services
Our accounting services encompass full-cycle bookkeeping, financial statement preparation, and internal control implementation. We provide accurate, timely financial information to support business decision-making and regulatory compliance requirements.
Bookkeeping Services
Bookkeeping services maintain organized financial records through accounts payable/receivable management and bank reconciliation. We ensure consistent, accurate transaction recording to support effective business operations and tax preparation.
People
Anna J. Sachs
Certified Public Accountant
Anna J. Sachs is a licensed Pennsylvania CPA with over 20 years of experience in tax and accounting services. She specializes in small business solutions and individual tax planning while maintaining active community involvement through local business organizations.
Questions
What accounting services do you offer for small businesses?
We provide full-cycle accounting services including bookkeeping, financial reporting, payroll processing, and business tax planning tailored to small business needs.
Do you help with QuickBooks setup and training?
Yes, as a Certified QuickBooks Professional Advisor, we offer system setup, process optimization, and personalized training for small business owners.
What tax services are available for individuals?
We specialize in individual tax preparation, year-round tax planning, and strategic advice to maximize deductions while ensuring compliance with tax regulations.
How do you handle client document submissions?
Clients securely upload tax documents through our ShareFile portal for efficient, paperless processing and enhanced data security.
What areas do you serve?
We primarily serve Ardmore and the Main Line Philadelphia area, supporting both local and remote clients through virtual consultations.
Videos
