O'Donnell Tax & Financial Service
Boutique CPA Firm Providing Services Remotely
5.0
Boutique CPA firm in Broomall, PA providing tax preparation, payroll, accounting, and financial services to individuals and small businesses.
About
O'Donnell Tax & Financial Service is a boutique CPA firm serving business owners, executives, and independent professionals. They strive to provide clients with affordable, top quality service delivered in a way that is tailored for each client's individual needs.
As a boutique accounting firm, they are able to customize their approach for each client so that work is completed in the most efficient and convenient manner, without sacrificing the personal touch that clients love. Services include individual and business tax preparation, payroll, accounting, QuickBooks support, new entity formation, compilations and reviews, tax notice resolution, cash flow analysis, and personal financial planning.
Services
Individual Tax Preparation
Experts at preparing tax returns for employees, business owners, and high net worth individuals. Takes time to explain returns and answer questions.
Business Tax Preparation
Handles tax returns for all business types including LLCs, Partnerships, S-Corporations, & C-Corporations. Having business and personal taxes prepared together allows seeing the full picture and providing powerful tax planning.
Tax Planning & Review
Planning for life events or optimizing tax payments. Looks at full financial picture to ensure taxes are not being underpaid or overpaid. Reviews previously filed tax returns to ensure maximum benefit was received.
Full Service Payroll
Simple, affordable online payroll that saves time. Runs payroll in minutes from anywhere. Federal, state, and local payroll taxes automatically paid and filed. Services include free expert support, free payroll setup, free direct deposit, free employee portal, unlimited payrolls, and all pay frequencies.
Accounting & Part-Time CFO
Takes business accounting records and records them into QuickBooks to provide electronic set of financials. Allows real time view of assets, liabilities, and profits. Part-time CFO service manages accounting team and guides them so information is recorded accurately.
QuickBooks Setup & Support
Help getting started with QuickBooks or providing ongoing support. Tips on recording transactions, generating invoices, and processing payroll. Periodic review and tune-ups available.
Credentials & Certifications
Reviews
