Who We Serve
We work with the people behind the business, and the business itself.
Clarity · Strategy · Results
Individuals & Families
Personal tax, handled with care.
Accurate, on-time returns with clear guidance through investment and rental income, life changes, and withholding planning.
Business Owners
One team for both sides.
Personal and business tax handled together — entity returns, owner returns, compensation planning, and year-end strategy, all coordinated.
Growing Service Businesses
Support that scales with you.
Ongoing bookkeeping, controller-level oversight, and fractional CFO leadership alongside tax and advisory, all under one roof.
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.