Financial Consulting in Philadelphia
Whether you are an individual with a complex tax situation, a small business, large corporation or government entity, the certified public accountants have over 25 years worth of experience and expertise in ALL aspects of financial planning to help land you back on the right path.
Complex investment portfolio? No problem. Our qualified financial consultants are well versed in taxation planning, income management and risk assessment. We also offer advice related to current trends in the industry as well as other areas of financial assessment based on your business or personal financial plan.
Fixing Your Financial Situation
Today, most small businesses rely heavily on owner investment and bank credit. In some cases, entrepreneurs who are just starting out with a business venture will wind up relying on cash injections just as much as they do for bank credit. With funds coming from bank loans, credit cards and other lines of credit, both business owners and those with complex financial situations often find themselves feeling somewhat despondent and frazzled.
Your financial situation doesn’t have to be the headache that many people make it out to be. Here, at Dale S. Goldberg, CPA, our goal is to help our clients maintain their wealth and continue to grow their wealth potential. Take a look at some of the many financial consulting services that we offer below.
Financial Consulting Services at Dale S. Goldberg, CPA
The following are just some of the financial consulting services that our CPAs and financial experts provide at Dale S. Goldberg, CPA:
- Retirement planning
- College planning
- Business plan development & budgeting
- Estate planning
- Personal financial tax planning
- Investment planning
- Payroll tax return preparation
- Cash flow planning
- Offer and Compromise (OIC)
- Loan structuring
- Personnel evaluation
- Portfolio analysis
- QuickBooks services and training
- Business restructuring and financial crisis management
- Corporate finance
- Tax recovery, planning and compliance
- Due diligence services
- Financial education & training
- IRS audit assistance
- And more!
For more information on any of the financial services listed above; or if you have questions or concerns regarding the financial state of your business or personal finances, please don’t hesitate to contact us at215.342.4200 .
