Business Details
28 Years
experience
Trusted Certified Public Accountants in North Wales, PA
Locke & Associates PC, P.C. is a certified public accounting firm established in 1998, dedicated to delivering comprehensive accounting, tax, and business consulting services. Our team of experienced professionals serves clients across the tri-state area from our office in North Wales, Pennsylvania. We specialize in tax return preparation, audit services, payroll support, and IRS issue resolution for individuals and businesses. Our expertise extends to QuickBooks setup and training, strategic business planning, and non-profit organization accounting. We prioritize personalized service, combining technical proficiency with tailored solutions to meet each client's unique needs. With over two decades of experience, we maintain a strong commitment to accuracy, compliance, and proactive financial guidance.Our firm provides tools like secure file sharing, tax calculators, and financial planning resources to enhance client engagement. We emphasize transparency, ethical standards, and continuous professional development to ensure reliable, up-to-date advice. Our focus on building long-term relationships has solidified our reputation as a trusted financial partner in the community. We actively assist clients with tax planning, internal controls, and navigating complex regulatory requirements. Our mission remains to empower clients through expert financial stewardship and actionable insights.
Services
Tax Return Preparation
IRS Audit Representation
Business Accounting Services
QuickBooks Setup
Tax Planning
Payroll Support
Strategic Business Planning
Non-Profit Accounting
Audit Services
Tax Consulting
Details
- Year established: 1998
Highlights and features
- We offer 25+ years of CPA experience in tax and accounting services.
- Our team specializes in IRS audit representation and tax problem resolution.
- We provide tailored QuickBooks setup and training for small businesses.
- Our strategic business planning addresses cash flow and succession needs.
- We maintain deep expertise in Pennsylvania annual filing requirements.
Services
Tax Return Preparation
We prepare accurate federal and state tax returns for individuals and businesses. Our team stays current with evolving tax laws to maximize deductions and ensure compliance. Clients receive proactive guidance to minimize liabilities while maintaining regulatory adherence.
IRS Audit Representation
Our firm advocates for clients during IRS audits and investigations. We handle communication with tax authorities, compile necessary documentation, and develop strategies to resolve disputes efficiently while protecting client interests.
Business Accounting Services
We provide audits, reviews, and compilations for businesses of all sizes. Services include payroll processing, internal control implementation, and financial statement preparation to support informed decision-making and regulatory compliance.
QuickBooks Setup
Our QuickBooks ProAdvisor team configures accounting systems tailored to business needs. We offer customized setup, data migration, and training to optimize financial tracking and reporting efficiency for small businesses.
Strategic Business Planning
We assist with cash flow management, succession planning, and growth strategies. Our consultants analyze business operations to develop actionable plans that enhance profitability and long-term sustainability.
Questions
What accounting services do you offer for small businesses?
We provide audits, payroll processing, internal controls, and financial statement preparation tailored to small business needs.
Can you help with IRS tax debt issues?
Yes, we specialize in resolving back taxes, payment plans, liens, and levy releases through IRS negotiation.
Do you offer QuickBooks support?
We provide QuickBooks setup, training, and troubleshooting services for businesses using the accounting software.
What Pennsylvania annual filing requirements do you handle?
We assist with state-mandated annual reports for corporations and LLCs, including ownership and financial disclosures.
How do you support non-profit organizations?
We offer specialized accounting, tax compliance, and internal control services tailored to non-profit entities' unique needs.
