Business Details
Trusted Accounting & Tax Services in Lansdale, PA
Advanced Accounting & Tax Solutions is a boutique accounting practice dedicated to providing tailored financial solutions for professionals and small business owners. Our approach integrates expert accounting with legal and financial insights to protect and grow client wealth through strategic tax planning and personalized service. With a focus on advanced planning, we address both immediate tax mitigation and long-term financial goals, ensuring clients retain and grow their assets.Our team prioritizes meticulous attention to detail, proactive communication, and comprehensive reviews of each client's unique circumstances. Led by Enrolled Agent Matt Handwerk, our firm serves clients in Lansdale, PA, and surrounding areas, offering specialized expertise in physician taxation, QuickBooks consulting, and asset protection strategies.
Services
Tax Planning
Business Accounting
QuickBooks Consulting
Estate Planning
Asset Protection
Highlights and features
- We offer a boutique, personalized accounting service focused on wealth protection and tax optimization.
- Our advanced planning combines accounting, finances, and life factors to reduce current and future tax liabilities.
- We provide 24/7 client communication and proactive reminders for tax deadlines.
- Our team specializes in physician taxation and complex multi-state tax issues.
- We maintain a small client base to ensure high-quality service and detailed return reviews.
Associations and certifications
- Enrolled Agent
- QuickBooks Pro Advisor
What people say
Exceptional services
Great communicator
Saved us $5,000
Proactive tax advice
Detailed return reviews
Services
Tax Planning
Our tax planning services focus on mitigating taxable events through advanced strategies that combine accounting, finances, and personal circumstances. We help clients reduce current and future tax liabilities while supporting long-term financial growth. Our expertise includes physician taxation, multi-state tax issues, and crypto asset reporting.
Business Accounting
We provide comprehensive business accounting solutions, including cash flow planning, payroll management, and financial process optimization. Our services help businesses increase profitability, reduce costs, and maintain compliance with tax regulations. We specialize in serving small businesses and professional practices.
QuickBooks Consulting
As certified QuickBooks Pro Advisors, we offer implementation, automation, and training services for QuickBooks Desktop, Online, and Payroll platforms. Our consulting helps businesses streamline accounting processes, improve financial visibility, and make data-driven decisions.
Estate Planning
Our estate planning services protect clients' legacies through strategic asset protection and charitable gifting strategies. We help families create up-to-date estate plans that reflect their wishes and minimize tax liabilities while preventing potential litigation.
Asset Protection
We develop customized asset protection strategies to safeguard clients from potential litigation and financial risks. Our services include liability planning, insurance review, and legal document assessments to protect personal and business assets.
People
Matt Handwerk
Enrolled Agent & Founder
Matt Handwerk is an Enrolled Agent with an MBA from Lehigh University and a QuickBooks Pro Advisor designation. He specializes in advanced tax planning for professionals and small businesses, combining accounting expertise with legal and financial insights.
Questions
Can you help reduce my tax liabilities?
Yes, our advanced planning strategies combine accounting, finances, and personal circumstances to reduce current and future tax liabilities through legal deductions and strategic planning.
Do you handle IRS audits?
Yes, our team represents clients during IRS audits, ensuring compliance and negotiating optimal outcomes based on individual circumstances and tax code requirements.
What makes your services different?
We maintain a small client base for personalized service, offer 24/7 communication, and combine accounting expertise with legal and financial planning for comprehensive solutions.
Do you work with physicians?
Yes, we specialize in physician taxation, understanding unique tax liabilities and offering strategies to maximize deductions for high-income medical professionals.
What areas do you serve?
We serve clients in Lansdale, PA, and surrounding communities including Montgomery County, Bucks County, and Greater Philadelphia areas.
How do you handle QuickBooks support?
As certified QuickBooks Pro Advisors, we provide implementation, automation, training, and troubleshooting for QuickBooks Desktop, Online, and Payroll platforms.
