Our Services

Bassman, Adelman & Weiss, PC offer a broad base of services to a wide variety of clients. The following is a sampling of those services. We will be happy to meet with you to discuss how we may serve your specific accounting requirements.

Financial Statement Preparation and Reporting
Income Tax Preparation and Tax Planning
Litigation Support and Forensic Accounting Services
Management Advisory Services
Business Startup Consultation
Trust and Estate Services
QuickBooks™ Services
Bill Payment Services
Computer Advisory Services
Client Bookkeeping

Financial Statement Preparation and Reporting

We prepare financial statements for internal management purposes and external third party purposes for banks, investors, etc. These reports include:

Compilations
Reviews
Audits
Financial projections

Income Tax Preparation and Tax Planning

We help our clients develop a comprehensive strategy to minimize their tax liabilities. We also inform our clients in advance of the approximate amount of upcoming tax liabilities to remove the element of surprise. We also analyze complex tax situations and prepare returns for the following:

Corporations
Partnerships
Individuals
Estates
Trusts
Non-profit
Gift tax
Inheritance tax
Payroll taxes
Multi-state taxes

Litigation Support and Forensic Accounting Services

Evaluation of economic loss
Breach of contract disputes
Business valuations
Divorce
Fraud detection

Management Advisory Services

Budgeting
Cash flow analysis
Evaluation of internal control procedures
Feasibility studies

Business Startup Consultation

Starting your own business is both an exciting and challenging proposition. We assist our clients in the following:

Assembling loan packages necessary to obtain start-up capital
Analyzing and refining a business plan to determine feasibility & profitability
Choosing the proper entity for conducting the business
Registering the business with the proper governmental authorities
Setting up a bookkeeping system to accurately and efficiently track business

Trust and Estate Services

Transfer of wealth to the next generation is an often overlooked area for tax planning and savings. There are major opportunities to save significant tax dollars with simple planning. The services we provide in this area include:

Establishing and implementing a comprehensive estate plan
Family limited partnership setup and filing
Inheritance tax preparation
Estate tax preparation
Trust income tax preparation

QuickBooks™

Many of our clients are QuickBooks™ users. Our staff is trained in the use of QuickBooks™ setup and implementation and is available to help you with all your QuickBooks™ needs.

Bill Payment Services

We offer this service for our clients or their family members who are unable to manage their own bill payments. These services include:

Actual payment of bills by check or electronic authorization.
Verification that bills paid are accurate, legitimate and bona-fide.
Making sure sufficient funds are available for payments made.
Reconciliation of checking accounts.
Timely payment to avoid late/finance charges and to take advantage of early payment discounts when available.
Integration (through our in-house software) of tax-deductible payments and expenses to income tax preparation.

Computer Advisory Services

Hardware and software evaluation
Accounting system recommendations and installation
Small LAN network setup and maintenance

Client Bookkeeping

Our firm utilizes a fully integrated tax and accounting software provided by Client Bookkeeping Solution. Through Client Bookkeeping Solution we offer our clients a program called Client Bookkeeping. This program enables our clients to handle their day to day check writing and bookkeeping needs with a minimum of effort and cost. Additionally, since the program is integrated with our accounting software, our clients need only transmit their information to us by email or on disk. Visit their site to learn more about Client Bookkeeping Solution.

Bassman, Adelman & Weiss, PC
630 Sentry Parkway East, Suite 200
Blue Bell, PA 19422
voice: 215-628-0420
fax: 215-628-3461
email: Bassman, Adelman & Weiss
print: driving directions