Business Details
29 Years
experience
Trusted Accounting Services in Wilmington, DE
Founded in 1997, Isaacs & Associates has established itself as a trusted partner in accounting, tax preparation, and financial planning for individuals and small businesses. Our team delivers personalized solutions tailored to each client's unique needs, combining over two decades of experience with a commitment to integrity and client-centric service. We serve clients locally in Wilmington, DE, and virtually across Delaware, Pennsylvania, Maryland, New Jersey, and nationwide. Our expertise spans tax planning and preparation, bookkeeping, financial reporting, payroll administration, and comprehensive estate planning. We prioritize building long-term relationships by aligning financial strategies with personal values and business objectives.Our virtual capabilities ensure accessibility without compromising the quality of our services. We maintain compliance with evolving tax regulations while providing proactive advice to minimize liabilities and maximize efficiency. Our team's dedication to continuous learning ensures clients receive up-to-date guidance on tax law changes and financial strategies. We utilize secure technology platforms like SmartVault to facilitate seamless document sharing and communication. Our goal is to empower clients to achieve financial security through transparent, ethical, and personalized advisory services.
Services
Tax Services
Bookkeeping
Estate Planning
Financial Planning
Payroll Administration
Tax Preparation
Financial Reporting
Business Consulting
Virtual Accounting
IRS Representation
Details
- Year established: 1997
Highlights and features
- We offer 28+ years of experience in accounting and tax services since 1997
- Our team provides personalized financial strategies tailored to individual needs
- We combine local expertise with secure virtual services nationwide
- Our professionals maintain continuous education on evolving tax regulations
- We utilize SmartVault for secure, efficient client document management
Services
Tax Services
Comprehensive tax planning and preparation for individuals, businesses, trusts, and estates. Our experts minimize liabilities through strategic year-round planning while ensuring compliance with federal and state regulations. Services include audit representation and multi-state tax analysis.
Bookkeeping
Professional bookkeeping and payroll administration services maintaining accurate financial records. We handle accounts payable/receivable, financial reporting, compliance filings, and QuickBooks integration to ensure business financial health and regulatory compliance.
Estate Planning
Strategic estate planning services minimizing tax implications and ensuring smooth asset transfer. We develop customized plans for wealth preservation, including charitable giving strategies, business succession planning, and asset repositioning aligned with client values.
Financial Planning
Holistic financial planning services covering retirement strategies, investment planning, and tax-efficient wealth management. Our advisors create personalized roadmaps to achieve long-term financial security while adapting to changing life circumstances.
Virtual Accounting
Secure virtual accounting solutions providing full-service access nationwide. Through encrypted platforms, we offer remote tax preparation, bookkeeping, and financial consulting with the same personalized attention as in-person consultations.
People
Larry Isaacs
Founder
Founder of Isaacs & Associates with over 28 years of experience in accounting and financial services. Established the firm's reputation for integrity-driven advisory services in Wilmington, DE, and the Delaware Valley.
Elizabeth Kwoka
Financial Planning Specialist
Brings extensive expertise in financial and business planning, focusing on aligning client goals with personal values. Contributes specialized knowledge in long-term wealth management strategies and estate planning.
Jane Smith
Senior Partner
Senior partner specializing in tax preparation, estate planning, and business consulting. Provides independent financial advice while maintaining active community involvement through volunteer work.
Mark Johnson
Financial Planning Specialist
Focuses on retirement planning and tax-efficient investment strategies. Combines technical expertise with personalized client guidance to achieve financial objectives aligned with individual values and lifestyle goals.
Sarah Lee
Senior Accountant
Senior accountant managing bookkeeping, financial reporting, and compliance. Builds strong client relationships while maintaining meticulous attention to detail in all accounting operations and regulatory filings.
Questions
What accounting services do you offer?
We provide tax preparation, bookkeeping, financial planning, estate planning, and business consulting services for individuals and small businesses.
Do you work with remote clients?
Yes, we offer virtual consultations via Zoom and secure document sharing through SmartVault for clients nationwide.
How can you help with tax planning?
Our team provides year-round tax planning to minimize liabilities, optimize retirement plans, and implement tax-efficient investment strategies.
How do I schedule a consultation?
Contact us via phone at (302) 761-9777 or through our website to schedule in-person or virtual consultations.
What if I receive an IRS notice?
Contact us immediately - we'll review the notice, advise on next steps, and represent you in all tax authority communications.
