Locke & Associates PC

Welcome to our firm, a dedicated team of professionals providing a range of accounting, tax, and consulting services. Our team is committed to delivering personalized service and expertise to help individuals and businesses achieve their financial goals. We invite you to get to know us better through the following pages.

Our Firm

Locke and Welsh, P.C., a certified public accounting firm, was established in 1998 to serve clients in the tri-state area. Our firm is proud to be a growing team of dedicated professionals and staff working from our North Wales, Pennsylvania, office. Our mission is to provide high-quality accounting, audit, and tax services in a professional and ethical manner.

Services

Our firm offers a wide array of services tailored to meet the unique needs of our clients. We specialize in the following areas:

Tax Services for Individuals

• Tax return preparation
• Tax planning
• Representation in IRS or state tax issues
• Non-filed tax returns and back taxes owed
• IRS liens, levies, and seizures
• IRS payment plans

Tax Services for Businesses

• Tax return preparation
• Tax consulting
• Tax problems resolution
• Payroll tax issues
• Sales and use tax issues
• International taxation

Small Business Accounting Support

• Accounting system setup
• Bookkeeping and write-up services
• Cash flow management
• Bank financing strategies
• Succession planning
• Strategic business planning
• New business formation
• Non-profit organization assistance

Business Accounting Services

• Audits, reviews, and compilations
• Financial statement preparation
• Internal controls assessment

QuickBooks Services

• QuickBooks setup
• QuickBooks training
• QuickBooks troubleshooting and support
• QuickBooks customization and reports

Why QuickBooks?

As a certified QuickBooks ProAdvisor firm, we offer expert advice and support for this powerful accounting software. We can help you choose the right version, set up your files, train your staff, and troubleshoot issues.

Contact Us

While we do not have a contact form on our website, we encourage you to reach out to us via phone or email for inquiries or to schedule an appointment. Our contact information is as follows:

Locke and Welsh, P.C.

1501 Lower State Road, Ste 302

North Wales, PA 19454

Phone: (215) 822-8141

Email: info@lockeandassoc.com

Thank you for considering our firm. We look forward to the opportunity to work with you and help you achieve your financial goals.