Since 1974, Tax Aid Associates has been delivering quality, personalized financial guidance to individuals and small businesses. Our expertise spans from individual tax preparation to complex tax planning for small business owners, real estate investors, and fiduciaries.
We are a leading tax accounting firm in Southeastern Pennsylvania with over 100 years of combined experience, offering a broad range of services for business owners, executives, and independent professionals. Our mission is to help clients maintain financial viability in the present while achieving future goals through open communication, research, and sound analysis. We pride ourselves on high standards, a staff of tax professionals with diverse intellectual backgrounds, and a solid work ethic, earning the respect and esteem of the business and financial community in the area.
Over 100 years of combined experience
Licensed in Pennsylvania
Specializes in accounting for individuals and small businesses
Offers comprehensive tax planning and preparation
Provides IRS representation and legal advisory services
Services
Tax Management Services
Guides clients through tax planning and preparation decisions to minimize tax liabilities, maximize cash flow, and align with financial goals.
Full range of tax planning and preparationStrategies to minimize tax liabilitiesMaximize cash flowStay updated on tax law changes
Estate and Trust Planning and Tax Preparation
Ensures financial security for loved ones and minimizes tax liability of beneficiaries through effective estate and trust planning.
Navigate complex tax lawsFacilitate asset transferMinimize tax liabilityEnsure wishes are followed
Financial and Retirement Planning
Helps clients reach financial goals and maintain independence through comfortable retirement with tailored investment strategies.
Asset allocation guidanceInvestment performance monitoringCollege education fundingRetirement plan evaluationInsurance and tax planning
Entity Selection and Restructuring
Advises on choosing and restructuring business entities to optimize tax advantages and align with business functions.
Entity type selectionEntity restructuring analysisTax implications assessmentAlignment with business functions
IRS Representation
Provides professional representation during audits and interactions with federal and state tax authorities.
Audit representationInteraction with tax authoritiesExperience with IRS and state agenciesAnswering IRS questions
Employee Benefits, Pension, and Profit-Sharing Plans
Helps develop, implement, and administer benefit plans to reward employees and align with company financial and business goals.
Plan developmentImplementationAdministrationTax advantage maximizationEmployee reward strategies
Credentials & Certifications
Over 100 years of combined experience
Licensed in Pennsylvania
Reviews
Rating
4.8
★★★★★
Reviews
20
"They can handle complex taxes with ease!"
Frequently Asked Questions
How to register with the Client Center? +
Once your taxes are complete, Tax Aid Associates will send an email inviting you to register for the Client Center. Click the orange “Register Now” button and follow the instructions to create your password.
How do I log into the Client Center? +
Log into www.taxaidassociates.com and click on the LOGIN button in the top right of the screen. Use your email and the password you created when you registered with the Client Center.
How do I set up two factor verification? +
Once you sign in with your email and password, you will be required to set up Two-Step Verification. Options include text message, phone call, or email. Follow the instructions provided in the Client Center setup process.
How do I eSign my tax documents? +
When your taxes are complete, you will receive an email notifying you that you have documents to review and eSign. Log into the Client Center, go through the verification process, select a signature font, approve signatures on each document, and submit.
4.8
