Our Services

Each engagement is scoped to the support you actually need, and the services are designed to work together rather than in isolation.

Clarity · Strategy · Results

Tax Preparation

Each engagement is scoped to the support you actually need, and the services are designed to work together rather than in isolation.

Tax Advisory

Proactive planning that looks ahead instead of reacting at filing season: projections, entity structure review, owner compensation strategy, and year-end planning.

Bookkeeping

Accurate, organized, and timely records — transaction categorization, reconciliations, monthly financial statements, and a tax-ready year-end close.

Controller Services

A complete, professionally managed accounting function: day-to-day operations, invoicing and bill pay, month-end close, management reporting, and internal controls oversight.

Fractional CFO

Senior financial leadership for growing businesses — forecasting, cash flow analysis, KPI tracking, and decision support — with the accounting team underneath to execute.

Why Firms Trust Us

A CPA-led firm founded in 2023 and headquartered in Havertown, PA, with a multi-state team serving owner-operated businesses, individuals, and families nationwide. Every engagement is handled by a named team you can actually reach.

“Based on his experience and integrity, Dan has everything needed in an ideal accounting partner. His client’s best interest are unequivocally at the forefront of all strategic advice provided.”

– C. Junks

“Integrated Accounting Solutions provided superior customer service. Our tax returns were completed timely and accurately. Questions were thoroughly answered and great tax advice provided to us.”

– Terry C.