Business Details
Your Trusted Accounting Partner in Havertown, PA
At Delaney, Roe, we understand that the needs of our clients vary from industry to industry, and we excel at adapting to every client we assist. Our mission is to help clients maintain financial viability in the present while taking a proactive approach to achieve future goals. This requires thorough research, sound analysis, and open communication to reach an understanding of our clients' needs. We have offered quality, personalized financial guidance to local individuals and businesses for years, ranging from basic tax management to in-depth services like audits and acquisition services. Our expertise spans tax planning, bookkeeping, IRS representation, and entity restructuring, ensuring comprehensive solutions for every client.We pride ourselves on meeting financial goals with the highest standards of excellence and professionalism. Our casual atmosphere and friendly staff foster long-term client relationships, with many clients staying with us for years. During initial consultations, we discuss specific financial goals and accounting needs, addressing issues like system setup, cost-containment, and employee benefit plans. We are committed to adapting our services to meet evolving industry demands while maintaining a focus on client satisfaction. Our dedication to excellence has made us a trusted partner for businesses from start-ups to established enterprises.
Services
Tax Preparation
Bookkeeping
IRS Representation
Entity Selection
Financial Projections
Payroll Processing
Estate Planning
Audits
Cash Flow Budgeting
Highlights and features
- We offer personalized financial guidance tailored to your specific industry needs.
- Our team provides competitive rates on comprehensive tax and accounting services.
- We specialize in IRS representation and audit support with proven expertise.
- Our services adapt to evolving regulatory environments to protect your business.
- We maintain long-term client relationships through transparent communication and reliability.
Services
Tax Preparation
Our tax preparation services ensure accurate and strategic filing for individuals and businesses. We leverage updated tax law knowledge to minimize liabilities while maximizing returns. Clients receive personalized guidance to navigate complex tax scenarios with confidence.
IRS Representation
We provide professional IRS representation during audits, leveraging extensive experience with tax authorities. Our team advocates for clients in federal and state agency dealings, ensuring compliance while protecting financial interests throughout the process.
Bookkeeping
Comprehensive bookkeeping services maintain precise financial records for businesses of all sizes. We handle daily transactions and organizational tasks, allowing clients to focus on core operations while ensuring regulatory compliance and financial clarity.
Entity Selection
Our experts advise on optimal business entity selection to minimize tax burdens and liabilities. We analyze clients' long-term goals to recommend structures that align with their financial and operational objectives during company formation or restructuring.
Financial Projections
We create detailed financial projections to guide business decision-making. These forecasts incorporate market trends and historical data to help clients plan for growth, manage cash flow, and evaluate potential investments or expansions.
Questions
What accounting services do you offer?
We provide tax preparation, bookkeeping, IRS representation, entity selection, financial projections, payroll processing, and estate planning services for individuals and businesses.
How does your IRS representation work?
Our team advocates for clients during IRS audits, using tax law expertise to ensure compliance while protecting your financial interests during federal and state agency interactions.
Can you help with business entity selection?
Yes, we analyze your financial goals to recommend optimal business structures that minimize tax liabilities and align with your long-term operational objectives.
What areas do you serve?
We primarily serve Havertown, Delaware County, and surrounding Pennsylvania counties with personalized accounting solutions.
Reviews (5)
Jess D.
Jun 18, 2021
Report
Positive:Professionalism,Quality,Responsiveness,Value
Edgar is an amazing CPA. He works with your goals in mind and both he and his staff are very friendly and knowledgeable. We have used this firm without a hiccup for at least 10 years (and my husband has used him for 20).
Edgar is an amazing CPA. He works with your goals in mind and both he and his staff are very friendly and knowledgeable. We have used this firm without a hiccup for at least 10 years (and my husband has used him for 20).
CharMcG
Jun 25, 2018
Report
They always have the door locked before the stated closing time. If you wont be there until 15 mins before they close dont bother going.
Heather S.
Mar 01, 2016
Report
I have been using Delaney Roe & Company for the last few years. They are always courteous and quick in getting my taxes done. They will answer any questions that you have and make it easy to file and pay anything you might owe. They have convenient parking in front of their office and night appointments available. Highly recommend them for all your tax needs!!
Stephanie M.
Feb 13, 2016
Report
I've been getting my taxes done with Edgar at Delany Roe & Company for several years. I continue to use his services despite moving out of the immediate area. He completes them promptly and always answers any questions I have. I have done freelance and part-time work for years, which can make tax-time stressful but I have always found the process very easy thanks to working with Edgar.
Ben S.
Jun 05, 2012
Report
I have to say I was very dissapointed in this company. I had called and set up an appointment earlier in the tax season. Then when my appointment finally came around (in March), the day before my appointment I received a call telling me they would need to reschedule because the other secretary who worked at their firm had scheduled me for a time (7PM) that they are not able to do, and on a day when the accountant I was supposed to meet with was already booked! Who does that?? If I found them highly unreliable and error prone just in the "setting up the appointment" stage, how in the
