Locke & Associates PC

Locke and Welsh, P.C. is a certified public accounting firm established in 1998 with a mission to provide comprehensive and personalized professional services to our clients throughout the tri-state area. Headquartered in North Wales, Pennsylvania, our firm has grown steadily over the years, cultivating a team of dedicated and experienced professionals who are committed to delivering high-quality service and exceeding client expectations.

Our Services: A Comprehensive Approach to Financial Well-being

At Locke and Welsh, we understand that every client has unique financial needs and goals. That's why we offer a wide range of services designed to address the diverse requirements of individuals, small businesses, and non-profit organizations. Our services are designed to provide clarity, guidance, and support at every stage of your financial journey.

Individual Tax Services

We specialize in simplifying the often-complex world of taxes for individuals. Our tax services include comprehensive tax return preparation, assisting with a variety of tax situations including non-filed returns and back taxes owed. We also provide expert tax planning advice to help you minimize your tax liability and make informed financial decisions. Our team is well-versed in navigating the intricacies of the tax code and advocating for your best interests during IRS audits or if you are facing other tax-related issues.

Business Accounting Services

We provide a comprehensive suite of accounting services tailored to meet the unique needs of businesses of all sizes. Our services encompass preparing financial statements - including audits, reviews, and compilations - which are crucial for internal management, securing financing, and meeting regulatory requirements. We also offer invaluable support with payroll processing, QuickBooks setup and training, and other essential business consulting services. We understand the importance of accuracy, efficiency, and timely financial reporting, and we work closely with our clients to ensure their financial operations run smoothly.

QuickBooks Solutions

In today's fast-paced business environment, efficient accounting software is a necessity. We are QuickBooks experts, offering setup, training, and ongoing support. Whether you're just starting out with QuickBooks or need assistance with its more advanced features, our team can help you maximize its potential. We also provide valuable QuickAnswers, QuickTune-up services, and QuickBooks tips to keep you informed and confident in your accounting practices.

Commitment to Client Success

At Locke and Welsh, our commitment to client success extends beyond simply providing services. We take the time to understand your individual circumstances, goals, and concerns. We believe in building long-lasting relationships based on trust, transparency, and open communication. Our experienced professionals are dedicated to providing personalized guidance and support, helping you navigate complex financial matters with confidence.