Havertown, PA · 921 Darby Road
Stop drowning in receipts. We keep your books clean, your team paid on time, and your tax bill planned, not a surprise.
Flat monthly prices. Evenings available.
Form HF-1 · Monthly close
Every price is a starting point you can plan around. You get the exact number in writing before any work starts.
Line 1 · where most clients start
Every account reconciled by the 10th. A profit and loss you can read in two minutes. Sales tax filed on time.
from$300/mo
Up to 2 accounts and about 100 transactions a month.
Paychecks on time, plus the PA withholding, unemployment and local tax filings that come with them.
from $90/mo
S corp, LLC and partnership returns, with a check-in every quarter so April holds no surprises.
from $150/mo
How much to take as S corp salary and how much as distributions, worked out with your numbers.
included or $400 on its own
Done alongside the business return, so the two actually agree.
from $350 per return
Tell us what you do and how far behind things are. No documents needed for the first call.
Read-only access to your bank and QuickBooks, or a box of receipts. Within a week you get a written scope.
The same number every month. If the work changes, we tell you before the invoice does.
Who you will work with
Havertown Financial is a small firm on purpose. The person who answers your call is the IRS-registered tax preparer who keeps your books and prepares your return. You never get passed to a call center or a different person each quarter.
Reset · personal taxes, untangled
Start here. Flat prices, evening calls, and no lecture.
See how Reset works2026 example, married filers
Won$100,000
Lost$95,000
Real profit$5,000
Extra federal taxabout $10,300
Illustrative. See the full math.
Monthly bookkeeping starts at $300 a month and payroll at $90 a month. Business tax with quarterly planning starts at $150 a month. You get a flat quote in writing after we look at your books, and the price does not change unless the work does.
No. Most new clients are behind. Cleanup starts at $750 per year of books, quoted up front, and then you move onto the monthly plan so it does not happen again.
We will read it with you, explain what it means and handle routine responses tied to returns we prepared. If it turns into an audit or a collections case, we refer you to an Enrolled Agent, CPA or attorney who can represent you, and we hand them clean books.
No. Havertown Financial is run by a tax preparer registered with the IRS (PTIN). The About page covers the owner’s background and credentials in plain terms.
No. Most work happens by phone, video and secure upload. If you would rather sit down in person, the office is at 921 Darby Road in Havertown, by appointment, with evening times available.
Tell us where things stand. You leave the call knowing what we would do, what it costs and when we can start.