"Making Windows of Opportunity"
KENNETT SQUARE
P: 610-444-1215
F: 610-444-1635
115 South Broad Street
Kennett Square, PA 19348
WILMINGTON
P: 302-478-9515
F: 302-478-0262
3801 Kennett Pike
Building C, Ste. 100
Greenville, DE 19807

Our Services



We offer a wide range of assistance, including business financial, personal financial, accounting, auditing and tax advisory services. We consider ourselves innovative and strategic thinkers who are well-respected for their integrity. The links below are meant to give an overview of the services we offer. If there is a particular service you would like to inquire about, please feel free to contact us.

Tax – Preparation, Planning and Compliance

Complexity in tax law is growing at an accelerated pace. Each member of our team concentrates on a specific tax focus. This allows us to share in-depth knowledge across a broad spectrum of topics and enables collaboration of ideas to arrive at viable solutions. We believe it is our “team effort” that creates a thorough approach to our tax services, both in planning and compliance.

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Accounting

We have helped businesses in a wide range of industries grow and accomplish their goals. Our professionals are available to provide a unique insight into your business by combining our many years of experience working with business owners with our expertise in accounting and tax laws. We will help you to find planning ideas and strategies that work for your business and make good sense from a tax and accounting perspective.

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Business and Consulting

We are our clients most trusted advisors. Our business consulting services can take many different forms. For many clients, we provide ongoing accounting and QuickBooks software consulting to support their internal staff. For others we are a sounding board and advisor, consulted both on major business decisions and ongoing day to day business challenges. We specialize in guiding our clients seamlessly through current regulatory and tax hurdles.

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Financial Services

In 2007 we integrated financial services into our practice through H.D. Vest Financial Services®. As a leader in the growing market for comprehensive financial services, H.D. Vest Financial Services® offers financial planning through its Advisors to more than three million individuals and small businesses throughout the United States. Our affiliation with H.D. Vest allows us to offer our clients financial advice from ONE trusted, ethical and highly educated professional who is closely in tune with their financial needs.

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