Tim J. Berman, CPA

Accountant in Blue Bell, PA (show on map)

3.0

★★★☆☆

2 reviews

Timberman CPA offers comprehensive accounting, tax, and financial planning services for individuals and small businesses.

Call (610) 277-2250

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About

Timberman CPA is a full-service accounting firm offering personal financial planning, estate planning, elder care, small business accounting, QuickBooks services, payroll, part-time CFO services, audits, cash flow management, business valuation, strategic business planning, succession planning, new business formation, non-profit organizations, internal controls, tax preparation, tax planning, tax problems, IRS audit representation, non-filed tax returns, back taxes owed, payroll tax problems, IRS liens, IRS levies, IRS wage garnishment, IRS seizures, offer in compromise, IRS payment plan, bankruptcy, innocent spouse relief, and get your IRS file services. The firm emphasizes professionalism, responsiveness, and quality, providing personalized attention to clients and a broad range of financial services for business owners, executives, and independent professionals at affordable rates.

Personalized service

Professionalism

Responsiveness

Quality

Broad range of services

Services

Personal Financial Planning

One-on-one guidance and a comprehensive financial plan to manage risk, improve performance, and ensure the growth and longevity of personal wealth.

Retirement needs analysis Asset and income review Shortfall identification Risk management Performance improvement

Estate Planning

Helps define estate planning goals, organize an estate planning team, evaluate and recommend options, prepare documents, decrease probate problems, lessen taxes, arrange estate management, and organize asset transfer.

Goal definition Team organization Option evaluation Document preparation Probate reduction Tax minimization Incapacity planning Asset transfer planning

Elder Care

Provides assistance with daily financial tasks for elderly family members, including bill payment, budgeting, checkbook balancing, investment management, and legal document organization.

Bill payment and budgeting Checkbook balancing Investment management Legal document organization Retirement income planning Asset inventory Tax preparation Referral to local services

Small Business Accounting

Monthly or quarterly bookkeeping services including bank reconciliation, income statement generation, balance sheet creation, general ledger cleanup, and unlimited consultations.

Bank reconciliation Income statement generation Balance sheet creation General ledger cleanup Unlimited consultations

QuickBooks Services

Includes QuickBooks setup, training, QuickAnswers, QuickTuneup, QuickBooks Tips, and discounted QuickBooks purchases.

QuickBooks setup QuickBooks training QuickAnswers support QuickTuneup maintenance QuickBooks tips Discounted QuickBooks purchases

Payroll Services

Handles payroll processing for small businesses, ensuring accurate and timely payment of employees.

Payroll processing Tax compliance Employee benefits administration

Credentials & Certifications

CPA

Reviews

Rating

★★★☆☆

Reviews

Frequently Asked Questions

What is the process for personal financial planning? +

The process includes an initial consultation to discuss financial goals, a comprehensive analysis of assets and income, plan development, implementation, and unlimited consultations to ensure understanding and utilization of the financial information provided.

How does estate planning help with tax minimization? +

Estate planning helps minimize taxes by defining goals, organizing a team, evaluating options, preparing documents, reducing probate, minimizing estate and inheritance taxes, planning for incapacity, and ensuring assets are transferred according to client wishes.

What services are included in small business accounting? +

Small business accounting includes bank reconciliation, income statement generation, balance sheet creation, general ledger cleanup, and unlimited consultations to support ongoing financial management.

What does QuickBooks setup involve? +

QuickBooks setup involves configuring QuickBooks to meet the specific needs of the client's business, ensuring proper setup for accurate financial tracking and reporting.

How does the firm assist with IRS audit representation? +

The firm provides IRS audit representation by representing clients during audits, addressing tax issues, and negotiating resolutions to minimize financial impact.

What is the role of part-time CFO services? +

Part-time CFO services offer strategic financial guidance, financial reporting, budget analysis, and cash flow management to small businesses without the commitment of a full-time CFO.