Add your promotional text...
Tax Planning, Tax Advising & Tax Preparation
Experienced professionals specializing in tax planning, tax advising, and tax preparation
Receive expert tax planning, tax advising & tax preparation services for your financial success
We offer personalized tax planning services to help you optimize your strategy and minimize your burden, based on your unique financial situation
Advanced Tax Planning
Experienced tax professionals providing expert guidance and strategies for navigating complex taxation landscape and staying up-to-date on your tax obligations
Tax Preparation
What we do:
We help people get from 'Point A' to 'Point B' financially
How we do it:
We use Financial Planning and Tax Strategy to help people attain personal financial goals, including Protecting Self, Protecting Family and Protecting Legacy
TAX SERVICES
Tax Preparation - Current (2024) Tax Year
Retrieving Tax Documents from the IRS
IRS Tax Audits
All Other Tax Matters
Contact
Email: hello@BargeldFinancial.com
Office: (610) 321-5756
Location
105 W. THIRD STREET,
MEDIA, PA 19063
HOURS OF OPERATION
Monday - Friday: 9:00 AM - 7:00 PM
Saturday: By Appointment Only
Sunday: Closed
TAXES
Tax Prep & Filing
Advanced Tax Planning and Advisory
Consulting & Advisory
IRS Tax Audit Response
Tax Document Retrieval
HOURS OF OPERATION
Monday - Friday: 9:00 AM - 7:00 PM
Saturday: By Appointment Only
Sunday: Closed
BUSINESS CREATION, BOOKKEEPING & PAYROLL SERVICES
Tax Prep & Filing
Advanced Tax Planning and Advisory
Consulting & Advisory
IRS Tax Audit Response
Tax Document Retrieval
Advanced Tax Planning & Advisory
The tax code exists not as punishment for earning money, but as a book of incentives for people doing great things for themselves, their families, their communities and their county. Understanding this fact holds the potential of transforming people's lives for the better.
Our advanced tax planning and advisory services are meant to craft, implement and monitor a tax plan, which proactively places you in the correct tax bracket and, consequently, improves your personal financial wellbeing by making sure you pay your fair share of taxes and put all of the money you save to good use for yourself and your family.
Tax Preparation & Filing
Individual Income Tax Preparation (Form 1040)
Business Tax (Form 1120m Form 1120s and Form 1065)
Non-Profit/501(c)3 Organizations (Form 990 Series)
Consulting & Advisory
The tedium of starting a business can overwhelm an individual. In such instances, assistance a founder receives regarding registering, structuring, and planning operations for, a business becomes invaluable. For this reason, we stand ready to assist you and your business with many business development-, and planning-related services, including:
Creating a Business Plan
Choosing a Business Structure
Engaging Strategic Planning
Completing Business Coaching Sessions
IRS Tax Audit Response
Whenever the IRS come knocking, you can call on us for assistance (with) responding to the IRS.
Bookkeeping Services
Generating and maintaining accurate books and records are not just a legal requirement for a business... they are central to a business' smooth operations. Because "muddling through" your books and records is an option unavailable to a business looking to grow, we make our expertise available to addressing your business' bookkeeping needs.
We provide monthly bookkeeping services... for both a defined period... and on a "PAY-GO" (Pay as You Go) basis. We also provide the following:
Budgeting and Forecasting
Financial Planning and Analysis
Custom Profit and Loss Excel Spreadsheets
Financial Statements (Balance Sheet, Income Statement, Cash Flow Statement and Statement of Shareholder's Equity)
Tax Document Retrieval
On occasions on which you can benefit from quick access to, and/retrieval of, your tax documents, we can help you access your tax records in ways more efficient than calling the IRS. On such occasions, you need only make one call to (610) 321-5756.
Payroll Services
We offer comprehensive payroll management services for small businesses. If you have heard the statement "[Keep your customers close... by keeping your employees closer]" then you probably know that growing your business also means keeping your staff engaged. We can assist with:
Managing People Operations for your company (Completing Human Resource management tasks)
Obtaining employer payroll accounts
Setting-up and processing you company's payroll
Chaperoning prospects through your company's onboarding process
Business Entity Formation/Creating Your Business
Whether you are thinking about starting a business... you have just start a business... or you started a business a while ago... properly registering your business is necessary to your being able to leverage all available resources to support your business' growth.
Properly registering your business is not just about being legally authorized to do operate... its also about many other things, including?
What types of taxes do you pay?
What types of taxes does your business pay?
When is your tax return due?
How are the business' owners compensated?
What are the tax savings available to supporting your business' growth?
"When doubt," call us at (610) 321-5756, as we are here to answer your questions and support you through the tedium of daily management of your company.
Innovation Management Consulting
If your company's growth reflects pain points to whose solving fresh insights can provide value, we will pore over various aspects of your business evaluating contextual constraints. We will, then, recommend action for addressing your business' pain points. We will also off assistance with adopting and deploying implementation, and post-implementation evaluation, strategies.
You can benefit from this service even when it is the case that you are in the infant stages of thinking-through a business idea.
Non-Profit Organization Services
Our work supports your non-profit organization includes the following:
Setting up your organization and securing your 501(c)(3) tax-exempt status with the IRS
Bookkeeping
Monitoring and processing payroll
Tax Preparation and Filing
Advanced Tax Planning and Tax Advisory
Payroll
Filing Information Returns (e.g. Form 990)
Fractional C.F.O. Services
With our fractional C.F.O. services, we can address your business needs in areas including, but not limited to:
Bookkeeping
Payroll
Tax Filing
Contact
Email: hello@BargeldFinancial.com
Office: (610) 321-5756
Location
105 W. THIRD STREET,
MEDIA, PA 19063
HOURS OF OPERATION
Monday - Friday: 9:00 AM - 7:00 PM
Saturday: By Appointment Only
Sunday: Closed
Bargeld Financial provides comprehensive investment, asset management, risk-protection and tax solutions products and services for individuals and businesses
Explore Services
Contact Us
Forms and Policies
Explore Website