Business Details
50+ Years
experience
Your Trusted Partner for Accounting Solutions in Paoli
Joseph M Cahill has been providing comprehensive accounting, tax, and advisory services to businesses, individuals, and nonprofit organizations for decades. Our firm prioritizes continuity of service and personal attention, with associates working closely with the same clients year after year to develop deep understanding of their financial needs. This approach enables us to deliver technical expertise that helps clients achieve both personal and professional goals.We combine innovative solutions with timely execution at fair pricing, ensuring clients receive tailored guidance that aligns with evolving financial landscapes. Our commitment to personalized service remains unmatched by larger firms, while maintaining rigorous professional standards and ethical practices.
Services
Tax Planning and Compliance
Financial Reporting
Business Valuation
Individual Advisory
Business Advisory
Not-for-Profit Services
Details
- Year established: 1947
Highlights and features
- Continuity of service and personal attention unmatched by other firms
- Innovative, professional services delivered in a timely manner at fair pricing
- Associates develop deep understanding of client businesses through long-term relationships
- Technical expertise in tax compliance, financial reporting, and strategic advisory
- Specialized services for nonprofit organizations and business succession planning
Services
Tax Planning and Compliance
We prepare tax returns for individuals, businesses, trusts, and nonprofit organizations while developing strategies to minimize liabilities. Our team advises on federal, state, and local tax regulations, represents clients during audits, and provides transactional tax planning for business sales or mergers. This service ensures compliance while optimizing tax outcomes.
Financial Reporting
Our financial reporting includes audited statements, compiled reports, and reviewed financial documents. We prepare forecasts, projections, and interim statements while offering bookkeeping assistance. This service provides accurate financial insights to support business decision-making and regulatory compliance for organizations of all sizes.
Business Valuation
We conduct business valuations for estate planning, stock gifting, divorce settlements, and buy/sell agreements. Our certified professionals provide accurate assessments that meet regulatory requirements and support strategic business decisions. This service helps clients understand company worth for various legal and financial purposes.
Individual Advisory
Our advisory services cover retirement planning, investment analysis, estate planning, and personal financial management. We help clients develop wealth transfer strategies, evaluate financing options, and create customized financial plans that address both immediate needs and long-term goals.
Business Advisory
We offer business entity selection, internal control evaluations, accounting system assessments, and succession planning. Our consultants assist with mergers and acquisitions, performance measurement, and strategic planning to improve operational efficiency and support sustainable business growth.
People
Joseph M Cahill
Founding Partner
Joseph Cahill established the firm in 1947, building a legacy of personalized accounting services that continues through his successors.
Kevin C. Cahill
CPA
Kevin Cahill carries forward the firm's tradition of excellence, providing accounting and tax services to diverse clients since joining the practice.
Derek W. Schultz
CPA/CVA
Derek Schultz specializes in accounting and valuation services, bringing technical expertise and client-focused solutions to business and individual clients.
Alexandra Sarnicky
Office Manager
Alexandra Sarnicky oversees office operations, ensuring efficient service delivery and client support across all accounting and advisory functions.
Diana Forbes
Sr. Staff Accountant
Diana Forbes provides expert accounting support, handling complex financial reporting and tax preparation tasks for the firm's business clients.
Questions
What accounting services do you offer?
We provide audited financial statements, compiled and reviewed financial reports, bookkeeping assistance, and interim financial statements tailored to business needs.
How do you support business tax planning?
Our tax planning includes strategy development to minimize liabilities, compliance with federal/state regulations, and transactional tax planning for mergers or business sales.
What advisory services are available for individuals?
We offer retirement planning, wealth transfer strategies, investment analysis, estate planning education, and personal financial management guidance.
Do you work with nonprofit organizations?
Yes, we provide specialized accounting and compliance services for nonprofit organizations, including tax return preparation and regulatory guidance.
How can I access my financial documents securely?
Clients receive password-protected portal access for document storage and retrieval, with optional file submission through our SecureSend service.
