The person who answers the phone does the work.

Havertown Financial is a small, owner-run firm on Darby Road. The owner started it for local business owners who want their books, payroll and taxes handled by someone they can call by name.

The owner’s background is in tax preparation and bookkeeping for small businesses and the people who run them. That work shaped how the firm runs now: flat prices you see before you commit, books closed on a schedule, and a written plan for the next tax bill instead of a surprise in April.

The firm is built for contractors and trades, salons, restaurants and professional practices across Havertown, Haverford Township and the rest of Delaware County. It also helps young professionals whose personal taxes got complicated by betting, crypto or side income, which is what Reset is for.

Credentials, stated plainly

The owner is a tax preparer registered with the IRS, with a Preparer Tax Identification Number (PTIN), which the IRS requires of anyone who prepares returns for pay. The owner is currently pursuing the IRS Enrolled Agent credential. Payroll and bookkeeping do not require a license in Pennsylvania.

What that means for you: we prepare your returns and handle routine IRS and PA notices on returns we prepared. If you face an audit or a collections case that needs formal representation, we bring in an Enrolled Agent, CPA or attorney and work alongside them.

How the firm works

• Flat prices. You get a written monthly price before any work starts. It changes only if the work does, and you hear about it first.
• One person on your file. No hand-offs between seasonal staff.
• Evenings count. Calls and meetings are by appointment, including evenings, by phone, video or at the office.
• Your books stay yours. Your accounting file is in your name, and you can see it any time.