Business Details
Trusted Tax & Accounting Services in Lancaster, PA
Hibshman David T R CPA has been providing quality, personalized financial guidance to individuals and businesses for over thirty years. Our expertise spans tax preparation and planning, basic accounting services, and in-depth financial planning, including retirement and estate strategies. With offices in Lancaster and Bala Cynwyd, Pennsylvania, we prioritize integrity, responsiveness, and quality in every client interaction. Our team delivers tailored solutions to minimize tax liabilities, optimize financial health, and ensure compliance with evolving regulations. We maintain a strong commitment to continuing education, staying current with federal and state tax laws to maximize deductions and credits for clients.Our services extend to small business accounting, payroll solutions, and QuickBooks support, enabling clients to focus on core operations. We emphasize proactive year-round tax planning, strategic withholding adjustments, and retirement contribution strategies to enhance financial outcomes. Our dedication to detail, fraud prevention, and transparent communication has fostered long-term client relationships. We offer free consultations to address unique financial challenges and provide secure file-sharing and electronic filing for convenience. With a focus on client education and actionable insights, we aim to simplify complex financial processes and empower informed decision-making.
Services
Tax Preparation
Financial Planning
Small Business Accounting
IRS Audit Representation
QuickBooks Services
Estate Planning
Retirement Planning
Payroll Solutions
Tax Relief
Business Advisory
Highlights and features
- We offer over 30 years of experience in tax and accounting services.
- Our team provides personalized financial guidance tailored to individual client needs.
- We maintain a strong commitment to integrity and excellence in all services.
- With locations in Lancaster and Bala Cynwyd, we serve clients across Pennsylvania.
- We focus on proactive financial planning to secure our clients' futures.
Services
Tax Preparation
We prepare accurate individual and business tax returns, ensuring compliance with federal and state regulations. Our team identifies eligible deductions and credits to minimize liabilities. Electronic filing and direct deposit options expedite refunds while strategic withholding adjustments optimize year-round cash flow.
Financial Planning
Our financial planning services include retirement, estate, and investment strategies tailored to long-term goals. We analyze risk tolerance and market trends to create diversified portfolios. Regular reviews ensure plans adapt to life changes and economic conditions, fostering sustained wealth growth.
Small Business Accounting
We handle bookkeeping, payroll, and financial reporting for small businesses, improving cash flow and profitability. Services include budget forecasting, tax planning, and internal control implementation. Our outsourced CFO solutions provide strategic oversight without full-time hiring costs.
IRS Audit Representation
We represent clients during IRS audits, resolving disputes and negotiating payment plans. Our expertise reduces penalties and streamlines compliance. We address back taxes, lien releases, and non-filed returns to restore financial stability and peace of mind.
QuickBooks Services
We offer QuickBooks setup, training, and system optimization for efficient financial management. Our team customizes software to business needs, integrates third-party tools, and conducts periodic reviews to ensure accurate record-keeping and reporting.
People
David T. Hibshman
CPA, CFP
David T. Hibshman is a Certified Public Accountant and Certified Financial Planner with over 30 years of experience in tax, accounting, and financial strategy. He specializes in personalized client solutions, emphasizing integrity and proactive planning to enhance financial outcomes.
Questions
What tax services do you offer for individuals?
We provide individual tax preparation, tax planning, and IRS audit representation to minimize liabilities and maximize refunds.
Do you assist with small business accounting?
Yes, we offer small business accounting, payroll solutions, and financial forecasting to improve profitability and compliance.
Can you help with QuickBooks setup and training?
We provide QuickBooks setup, customization, employee training, and periodic system tune-ups for efficient financial management.
What financial planning services are available?
We offer retirement planning, estate planning, and wealth management tailored to individual financial goals and risk tolerance.
Are you available for urgent tax issues?
We prioritize timely solutions for tax problems, including IRS payment plans and non-filed tax returns.
