Financial Services

Our Services for Individuals & Small Businesses

Since 1992, George, Goldstein Company has been a leading CPA firm in Greater Philadelphia, serving the needs of individuals, small businesses, churches, and non-profit organizations in the arena of bookkeeping, accounting, tax planning and preparation, business development consulting, and other financial services such as:
  • Bookkeeping
  • Accounting
  • Payroll Processing
  • Sales Tax Reports Processing
  • Financial Statement Preparation
  • Compilation of Other Attest Services
  • Tax Preparation – Federal and All States
  • Tax Planning
  • Investment Advisory Services
  • Organizational Development/College Consulting
  • Estate Planning Consulting
  • Choice of Entity Consulting: C corp, S corp, LLC’s, etc.
  • Business Start-Up Services
  • Business Valuation
  • Buying/Selling a Business
  • Church Accounting and Consulting
  • 501(c)(3) Processing
  • IRS, State and Local Tax Dispute Representation
  • Real Estate Investment and Tax Matters
  • Budget Creation
  • Financial Planning
  • Bankruptcy Issues
  • Medicare Cost Report Preparation

Minimizing taxes is a common goal for every individual. To achieve this goal you need tax professionals who have the training, knowledge and experience to understand how to find and plan tax-saving opportunities. George, Goldstein & Co. understands achievable tax advantages come from sound planning and proper integration into your strategy. Our individual, family, small business, corporate, federal, state and local tax specialists work as a team to help you with tax planning. While thinking beyond the numbers, we can provide cost-effective advice, advocacy and compliance services to help meet your tax obligations and reduce the risk of an expensive tax audit.


Yearly Taxes
Take the pain and stress out of your yearly personal/business tax return preparation and call us today.

  • Federal, State & Local
  • Tax Return Preparation
  • Multi-State Compliance
  • Expatriate Tax Issues


Family Tax Planning
Looking for information on keeping your family and assets protected through personal tax planning and retirement planning?

  • Personal Tax Planning
  • Retirement Planning
  • Gift, Estate & Inheritance


IRS Dispute Resolution
Never again will you need to worry about tax audit representation or offers in compromise.

  • Tax Audit Representation
  • Interest & Penalty Abatements
  • Payment Agreements
  • Offers in Compromise

Small and large businesses know just how hard it can be to keep their own books, but there is a full range of accounting services available to help you meet your goals. If you do not have an in-house accounting staff, we will partner closely with you as if we worked within your offices. If you already do have an accounting staff, we will provide best-in-class service, support, and advice to ensure that your business needs are being met.


Financial Statements
Keep your balance sheets and statement of cash flow streamlined and organized for a stronger return on investments.

  • General Ledgers
  • Monthly, Quarterly & Annual Financial Statement Compilations and Reviews
  • Balance Sheets
  • P&L – Income Statement
  • Statement of Cash Flows


Financial Reporting
Learn the financial trends of your business to align your company with sound financial activities to keep you thriving.

  • Fixed Asset Schedules
  • A/R – Accounts Receivable
  • A/P – Accounts Payable
  • Sales Analysis
  • Lease & Loan Schedules


Payroll Services
Our services have been designed to help you reduce your overall payroll costs, eliminate costly tax penalties, and meet state tax regulations

  • Payroll Calculations
  • Expense Processing
  • Commission Calculations
  • Tax Compliance Processing


Supervisory Services
Ensure your programs and practices are working efficiently.

  • QuickBooks Oversight
  • Journal Entry Review
  • General Ledger Review
  • Bookkeeping
  • Accounting
  • Payroll Processing
  • Sales Tax Reports Processing
  • Financial Statement Preparation
  • Compilation of Other Attest Services
  • Tax Preparation – Federal and All States
  • Tax Planning
  • Investment Advisory Services
  • Organizational Development/College Consulting
  • Estate Planning Consulting
  • Choice of Entity Consulting: C corp, S corp, LLC’s, etc.
  • Business Start-Up Services
  • Business Valuation
  • Buying/Selling a Business
  • Church Accounting and Consulting
  • 501(c)(3) Processing
  • IRS, State and Local Tax Dispute Representation
  • Real Estate Investment and Tax Matters
  • Budget Creation
  • Financial Planning
  • Bankruptcy Issues
  • Medicare Cost Report Preparation

Minimizing taxes is a common goal for every individual. To achieve this goal you need tax professionals who have the training, knowledge and experience to understand how to find and plan tax-saving opportunities. George, Goldstein & Co. understands achievable tax advantages come from sound planning and proper integration into your strategy. Our individual, family, small business, corporate, federal, state and local tax specialists work as a team to help you with tax planning. While thinking beyond the numbers, we can provide cost-effective advice, advocacy and compliance services to help meet your tax obligations and reduce the risk of an expensive tax audit.


Yearly Taxes
Take the pain and stress out of your yearly personal/business tax return preparation and call us today.

  • Federal, State & Local
  • Tax Return Preparation
  • Multi-State Compliance
  • Expatriate Tax Issues


Family Tax Planning
Looking for information on keeping your family and assets protected through personal tax planning and retirement planning?

  • Personal Tax Planning
  • Retirement Planning
  • Gift, Estate & Inheritance


IRS Dispute Resolution
Never again will you need to worry about tax audit representation or offers in compromise.

  • Tax Audit Representation
  • Interest & Penalty Abatements
  • Payment Agreements
  • Offers in Compromise

Small and large businesses know just how hard it can be to keep their own books, but there is a full range of accounting services available to help you meet your goals. If you do not have an in-house accounting staff, we will partner closely with you as if we worked within your offices. If you already do have an accounting staff, we will provide best-in-class service, support, and advice to ensure that your business needs are being met.


Financial Statements
Keep your balance sheets and statement of cash flow streamlined and organized for a stronger return on investments.

  • General Ledgers
  • Monthly, Quarterly & Annual Financial Statement Compilations and Reviews
  • Balance Sheets
  • P&L – Income Statement
  • Statement of Cash Flows


Financial Reporting
Learn the financial trends of your business to align your company with sound financial activities to keep you thriving.

  • Fixed Asset Schedules
  • A/R – Accounts Receivable
  • A/P – Accounts Payable
  • Sales Analysis
  • Lease & Loan Schedules


Payroll Services
Our services have been designed to help you reduce your overall payroll costs, eliminate costly tax penalties, and meet state tax regulations

  • Payroll Calculations
  • Expense Processing
  • Commission Calculations
  • Tax Compliance Processing


Supervisory Services
Ensure your programs and practices are working efficiently.

  • QuickBooks Oversight
  • Journal Entry Review
  • General Ledger Review

GGC COVID-19 RESPONSE & PROCEDURES

Due to the increase of COVID-19 cases in Philadelphia we will be preparing tax returns virtually this season. What does this mean? All appointments (as well as receiving and sending documents) will be handled electronically. Here is a quick breakdown of how we will be operating this season to protect our clients and staff during the pandemic:

APPOINTMENTS

The best way to schedule an appointment is to call our tax office at 215-745-2404. Our specialists are available M-F from 9:30am-5:30am to answer your call. If you do not reach anyone, please leave a detailed message and someone will return your call within 24 hours. You can email us to schedule an appointment as well.

We will be performing virtual appointments for all clients. You will receive an online conferencing link when scheduling your appointment. Online conferencing options include Zoom, Google Meet, Skype, and Apple FaceTime. A regular phone call will suffice as well. If you have any concerns or are unsure how to have a virtual appointment, please contact our office.

GETTING US YOUR CURRENT TAX PAPERWORK

Upload: You may securely upload your tax documentation using our website. We continue to use our secure folder sharing web application called ShareFile. If you have already uploaded or downloaded a document from ShareFile before, you can login our from the menu bar above. If you cannot remember your password, simply select “Forgot Password” to follow the steps to reset your password. If you have never uploaded or downloaded a document from ShareFile, please contact our team to set up your account.

Fax: You may fax your information to 215-742-4142. Please put documents of multiple pages in order before sending. You may need to make a copy of the back side of pages and slip them in order before faxing. You will be notified when documents have been received.

Mail*: If you plan on mailing your documents, keep your originals, send copies if possible and request a tracking number from the Post Office. Contact our office for additional mailing instructions.

Office Drop-offs*: If you plan on dropping off your documents at our office, keep your originals, drop off copies if possible and contact our office for additional instructions. We provide contactless drop-off service – please walk in and drop off your paperwork in the lobby. Please ensure you are wearing a mask for everyone’s protection – vaccinated or not.
*Please note: mailed documents and drop-offs will take longer to process because of postal service delays due to COVID. You will be contacted when we have received your documents.