Business Details
50+ Years
experience
Your Trusted Accounting Partner in Warminster
Ludin Eckert Fullam has served as a trusted business partner to clients across the United States for over four decades. Founded in 1968 by David H. Solis, CPA, we specialize in delivering personalized accounting services to individuals and businesses of all sizes. Our firm maintains a focused team of three partners and six accounting professionals to ensure dedicated attention to every client's unique needs. We prioritize building long-term relationships through tailored financial guidance aligned with clients' personal and professional goals. Our expertise spans tax preparation, financial planning, audit services, and strategic business consulting.We are committed to empowering clients with the tools and knowledge needed to achieve financial success. Our website offers a comprehensive resource hub, including tax forms, calculators, and newsletters to support informed decision-making. We actively engage with clients through secure portals for document management and direct communication. Our reputation is built on consistent, transparent service and a deep understanding of evolving financial regulations. We welcome opportunities to discuss how our experience can benefit your specific financial objectives.
Services
Tax Preparation
Financial Planning
Audit Services
Business Consulting
Estate Tax Planning
Details
- Year established: 1968
Highlights and features
- We offer over 50 years of combined accounting expertise in tax and financial services.
- Our team maintains a personalized approach with limited client capacity per professional.
- We provide tailored financial strategies for both individual and business client needs.
- Our secure client portal enables 24/7 access to important financial documents.
- We maintain active CPA certifications and continuous professional development.
Services
Tax Preparation
We provide comprehensive tax preparation services for individuals and businesses, ensuring compliance with federal and state regulations. Our team stays current with changing tax laws to maximize deductions and credits. Clients receive personalized guidance to minimize tax liabilities while maintaining full legal compliance.
Financial Planning
Our financial planning services help clients achieve long-term financial goals through strategic investment and retirement planning. We analyze current financial positions to create customized roadmaps for future stability. Services include cash flow analysis, risk management, and estate planning strategies.
Audit Services
We conduct thorough financial audits to ensure accuracy and compliance for businesses and organizations. Our audit process includes examining financial statements, internal controls, and operational procedures. Clients receive detailed reports with actionable recommendations for improving financial transparency and regulatory compliance.
Business Consulting
Our business consulting services offer strategic guidance for growth, financial management, and operational efficiency. We work with companies to develop budgets, analyze financial performance, and implement best practices. Services include business succession planning and merger/acquisition advisory support.
Estate Tax Planning
We specialize in estate tax planning to help clients preserve wealth for future generations. Our services include creating strategies to minimize estate taxes and establishing trusts. We coordinate with legal professionals to ensure comprehensive estate planning solutions that align with clients' wishes and financial objectives.
People
David H. Solis
Founder
David H. Solis, CPA founded the firm in 1968 with a vision for personalized accounting services. He established the firm's commitment to client-focused financial guidance and professional excellence. His leadership shaped the firm's enduring values of integrity and expertise.
Questions
What accounting services do you offer?
We provide tax preparation, financial planning, audit services, business consulting, and estate tax planning for individuals and businesses.
How can I track my tax refund?
Visit our Tax Center to access the IRS 'Where's My Refund?' tool and track your federal tax refund status instantly.
Do you serve clients outside Pennsylvania?
Yes, we serve clients nationwide with both in-person consultations at our PA and FL offices and virtual meetings.
What tax resources are available online?
Our website provides IRS tax forms, state tax forms, tax rate calculators, and financial planning tools for client use.
How do I access client portal services?
Current clients receive login credentials for our secure portal to store and access financial documents 24/7 from any device.
What are your office locations?
We have offices in Warminster, PA (main office) and Winter Park, FL for client convenience and accessibility.
