- Tax PlanningThe qualified domestic production activity deduction, research and development credit, and capital stock tax manufacturing exemption are among a few of the tax planning strategies that may be implemented in order to reduce the tax burden of manufacturers and distributors.
- Estate Taxes
- Tax ServicesGreta has been working for Beucler, Kelly & Irwin, Ltd. for more than 10 years. She provides audit, accounting, and tax services to a variety of businesses, including corporations, partnerships, and not-for-profit organizations. In addition to her work with businesses, she also prepares individual tax returns.
- Income TaxThere are three different types of attest services that are performed on financial statements: audits, reviews or compilations. Each different type of service results in the issuance of a report on the financial statements but only an audit results in the expression of an opinion. While financial statements are generally issued in accordance with generally accepted accounting principles (GAAP), other solutions are sometimes available to avoid the complexities that are mandated by GAAP. Some of these alternatives include GAAP exceptions, income tax basis financial statements, or other comprehensive basis of accounting (OCBOA) financial statements.
- Tax Return PreparationGeoffrey began his career in public accounting in 1993. He is closely involved in both our audit and tax departments. Geoffrey has a solid working knowledge of Generally Accepted Accounting Principles and routinely performs engagements for a variety of clients and industry groups. His areas of expertise include the investment management industry, professional service companies, mortgage brokers, and manufacturers. Geoffrey also provides a variety of tax services for our clients including tax return preparation, tax planning and compliance for individuals, corporations and partnerships.
- Investment Management
- Accounting ServicesDue to personnel restraints and the sensitivity of the information, the maintenance of adequate books and records is yet another burden often placed on the small business owner. Our experience indicates that most small business owners are highly intelligent and motivated individuals; and while they are capable of performing the basic bookkeeping functions, they may not have an accounting background and would rather focus their attention on matters that will contribute to the company's success.
- Payroll ServicesPam is a tax supervisor and has been working for Beucler, Kelly & Irwin, Ltd. for more than 15 years. She specializes in the preparation of individual and corporate multi-state returns and supervises our bookkeeping and payroll services. As an Enrolled Agent (EA), Pam is licensed to represent clients before the IRS. Not only is she a key leader for the tax department, she is dedicated to providing prompt client service.
- Bookkeeping ServicesWe have extensive experience assisting clients in the maintenance of accurate books and records. What distinguishes our firm from other organizations that provide bookkeeping services is our in depth knowledge of the tax code and generally accepted accounting principles (GAAP). We believe that it is extremely important to code each transaction to the proper account from inception and to understand the underlying implications of the transactions. This will reduce and often eliminate altogether the need for year-end adjustments to the books thus avoiding any unnecessary surprises and allowing for adequate planning. In addition, our experience lends itself to our ability to analyze the account information rather than simply going through the motions of recording transactions.
- Financial PlanningDorothy is a licensed CPA in Pennsylvania and is a member of the American Institute of Certified Public Accountants, the Pennsylvania Institute of Certified Public Accountants, and the Financial Planning Association. She is a graduate of Villanova University where she earned a Bachelor of Science in Accounting and of Drexel University where she earned a Master of Science in Taxation.
- Retirement PlanningDorothy began her career in public accounting in 1983. She is closely involved in the firm's tax and financial planning departments. In addition to tax preparation, planning and compliance, Dorothy specializes in the areas of the financial planning process, employee benefits and retirement planning, and estate planning. As a Certified Financial Planner (CFP), Dorothy has received certification by the Certified Financial Planners Board of Standards, Inc. to provide financial advisory services to clients. Her services include identification of investor goals and objectives, asset allocation advice, implementation and performance analysis combined with individual and corporate tax planning.
- Asset Management
- Charitable Remainder Trusts
- Charitable Lead Trusts
- College Funding
- Asset Protection