Business Details
Trusted Accounting and Tax Services in Huntingdon Valley, PA
Meltzer & Associates, CPAs, has established itself as a premier small accounting firm serving clients across Pennsylvania and New Jersey. With over four decades of experience, we specialize in delivering comprehensive accounting, tax, and financial planning solutions tailored to individuals and small-to-medium businesses. Our team combines technological innovation, youthful energy, and seasoned expertise to address the complex and evolving needs of modern businesses. We are mission-driven, prioritizing financial clarity and peace of mind for our clients while positioning them for long-term success.Personalized attention remains at the core of our practice, with a steadfast commitment to client privacy and data security. Our professionals bring decades of collective experience in auditing, corporate tax, business consulting, and compliance, ensuring clients receive strategic guidance aligned with their unique goals. Through a blend of technical proficiency and client-centric service, we have cultivated lasting relationships built on trust and results-driven outcomes.
Services
Business Consulting
Accounting Services
Tax Preparation
Audit & Attestation
Compliance Solutions
Highlights and features
- We offer 40+ years of combined experience in accounting and tax services.
- Our team includes certified public accountants with specialized expertise in audits and compliance.
- We prioritize personalized attention and data security for every client.
- We combine technological innovation with proven industry experience.
- Our local knowledge of PA and NJ tax regulations ensures precise compliance.
What people say
Expertise in tax planning
Personalized attention
Reliable compliance guidance
Decades of experience
Trusted advisors
Services
Business Consulting
Our business consulting services address strategic financial challenges, including mergers and acquisitions, entity selection, IRS representation, and succession planning. We help organizations optimize operations through data-driven insights and tailored solutions while ensuring alignment with long-term objectives.
Accounting Services
We provide comprehensive accounting solutions, including financial statement preparation, bookkeeping, payroll processing, and cash flow forecasting. Our team ensures accurate record-keeping and system setup to support informed decision-making and regulatory compliance for businesses of all sizes.
Tax Preparation
Specializing in individual and business tax planning and preparation, we maximize deductions while ensuring compliance with federal and state regulations. Our CPAs work directly with clients to minimize liabilities and navigate complex tax scenarios effectively.
Audit & Attestation
We offer audit, review, and compilation services to meet regulatory and stakeholder requirements. Our audits provide the highest assurance level for financial statements, while reviews and compilations deliver cost-effective solutions for businesses seeking accurate reporting.
Compliance Solutions
Our compliance services cover payroll tax regulations, sales/use tax reporting, and industry-specific requirements. We help businesses navigate complex obligations, reduce risks, and maintain adherence to evolving federal, state, and local laws.
People
Michael Meltzer
Managing Partner
Michael Meltzer, CPA, has practiced since 2000 with expertise in auditing and corporate tax. He holds an employment benefit specialist certificate and serves on multiple boards, including the Green Tree Summit Condo Association as treasurer.
Steven L. Bolden
Partner
Steven Bolden, CPA, brings 40+ years of public accounting experience, specializing in attestation, tax strategy, and business consulting. He has testified as a federal tax expert and serves clients across diverse industries including real estate and entertainment.
Jerry Lipkin
Partner
Jerry Lipkin, CPA, has over 50 years of experience in corporate and self-employment tax. A former military service member, he combines technical expertise with a passion for client education and community engagement.
Dafna Meltzer
Partner
Dafna Meltzer, CPA, teaches accounting at Montgomery County Community College and volunteers with tax outreach programs. She holds multiple degrees and serves as president of Elkins Park House, a local community organization.
Joel Rosenberg
Partner
Joel Rosenberg specializes in individual tax and small business consulting with 40 years of experience. A Temple University graduate, he focuses on Philadelphia-area clients and maintains long-standing personal relationships with his clientele.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statement preparation, payroll processing, and cash flow forecasting tailored to small businesses' needs.
Do you specialize in tax planning for individuals?
Yes, our CPAs offer personalized tax planning and preparation services to maximize deductions while ensuring compliance with federal and state laws.
How do you handle IRS representation?
We assist clients with IRS audits, overdue taxes, and compliance issues, leveraging our expertise to resolve matters efficiently and protect client interests.
What compliance services are available?
We offer payroll tax compliance, sales/use tax reporting, and industry-specific regulatory guidance to help businesses meet federal and state requirements.
Can you help with business succession planning?
Yes, our consulting services include strategic succession planning to ensure smooth transitions and long-term business sustainability.
