Our Practice

Clarity in every
calculation.

We study personal situations and tailor advice to specific needs. Our fees are based on complexity; our value is based on peace of mind.

Tax and archive tools

Tax Preparation &
Strategic Planning

Compliance and foresight.

Tax preparation is a look back; tax planning is a look forward. We provide comprehensive individual and business filing alongside year-round strategies to minimize exposure and maximize cash flow.

  • IRS Representation
  • Sales Tax Services
  • Entity Selection
  • Individual Returns

Operational Support

Reliable financial data is the foundation of every sound business decision. We manage the details so you can lead the vision.

Bookkeeping

Precise write-ups and reconciliations to ensure your records are always audit-ready and current.

Payroll Services

Timely and accurate management of employee compensation, tax withholdings, and filings.

Software Selection

Implementation of accounting systems that align with your workflow and reporting needs.

Financial Analysis

In-depth statements and analysis to identify trends and profit opportunities.

Business financial spreadsheets
Expert Guidance

Coaching for
Growth

With over 40 years of business ownership and 35 years as an accountant, we provide more than just numbers. We offer practical and emotional support for the entrepreneurial journey.

Book a Session

Small Business Coaching

Identify strengths and address stumbling blocks. We discuss tax-saving advantages, employee classification, and rental property strategies.

$100 per half hour / $450 block of five

Tax Preparer Coaching

For those entering the industry. Learn software requirements, e-filing procedures, and pricing strategies from a seasoned auditor.

$100 per half hour / $450 block of five

Secure your appointment.

Use the form below to share your requirements, or contact our Philadelphia office directly at (215) 238-0230.

General Inquiries

admintbl@thebottomlineinc.net

Call or Text

(215) 238-0230
(215) 694-3678 (Text)

Our Office

4116 Houghton Street
Philadelphia, PA 19128

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