Business Details
28 Years
experience
Trusted Accounting and Tax Services in North Wales, PA
Locke & Associates PC, P.C. has been delivering comprehensive accounting and tax solutions since 1998. Our team of seasoned professionals specializes in serving businesses, executives, and individuals across the tri-state area from our North Wales, Pennsylvania office. We combine deep technical expertise with personalized service to address complex financial needs, including tax return preparation, IRS audit representation, and strategic business consulting. Our firm excels in resolving tax problems, optimizing financial operations through QuickBooks services, and providing tailored accounting support for startups and established organizations.With decades of collective experience, we maintain rigorous professional standards while prioritizing client education and long-term financial success. Our commitment to excellence extends to payroll management, cash flow analysis, and customized business planning solutions that adapt to evolving regulatory environments.
Services
Tax Return Preparation
IRS Audit Representation
QuickBooks Services
Business Accounting
Tax Problem Resolution
Payroll Support
Strategic Business Planning
Cash Flow Management
Audits & Reviews
Tax Consulting
Details
- Year established: 1998
Highlights and features
- We offer over 25 years of experience in accounting and tax services.
- Our team specializes in IRS audit representation and tax problem resolution.
- We provide tailored QuickBooks setup and training for businesses.
- Our services cover audits, reviews, and compilations for various businesses.
- We focus on personalized service for businesses and individuals in the tri-state area.
Associations and certifications
- American Institute of Certified Public Accountants (AICPA)
Services
Tax Return Preparation
We prepare accurate federal and state tax returns for individuals and businesses. Our CPAs identify deductions and credits to minimize liabilities while ensuring compliance. Clients receive proactive tax planning guidance to optimize future filings.
IRS Audit Representation
Our firm advocates for clients during IRS audits. We handle communication, document submission, and negotiation with tax authorities. Services include resolving back taxes, liens, and payment plan arrangements for individuals and businesses.
QuickBooks Services
We offer QuickBooks setup, training, and troubleshooting for small businesses. Our support includes system customization, data migration, and monthly reconciliation to ensure accurate financial reporting and streamlined operations.
Business Accounting
We provide audits, reviews, and compilations for businesses of all sizes. Services include payroll processing, cash flow analysis, and internal control implementation to maintain accurate financial records and support informed decision-making.
Tax Problem Resolution
Our specialists address tax delinquencies, including non-filed returns and payroll tax issues. We negotiate with the IRS to establish payment plans, reduce penalties, and resolve levies while protecting clients' financial interests.
Questions
What tax services do you offer for individuals?
We prepare personal tax returns, handle IRS audits, and resolve back tax issues for individuals. Our services include strategic tax planning to minimize liabilities and maximize refunds.
How can your firm help businesses with tax problems?
We resolve IRS liens, levies, and payment delinquencies for businesses. Our CPAs negotiate payment plans and offer proactive tax compliance strategies to prevent future issues.
Do you provide QuickBooks support for small businesses?
Yes, we offer QuickBooks setup, training, and troubleshooting services. Our team ensures proper system configuration and provides ongoing support for accurate financial tracking.
What accounting services do you provide for corporations?
We perform audits, reviews, and compilations for corporations. Additional services include payroll processing, internal control assessments, and financial statement preparation for regulatory compliance.
How does your firm handle IRS audit representation?
Our CPAs act as your legal representatives during IRS audits. We prepare documentation, attend meetings, and negotiate settlements to achieve favorable outcomes while minimizing client involvement.
What areas do you serve?
We primarily serve clients in Pennsylvania, New Jersey, and Delaware from our North Wales office. Our virtual services extend to businesses and individuals nationwide.
