DALE TAX SERVICE - Two Locations in Northeast Philadelphia. 7600 Castor Ave. Philadelphia, PA 19152 and 1538 Pratt St. Philadelphia, PA 19124
Services

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It is our goal to provide affordable, outstanding service to all our clients. The primary focus of this firm is to provide highly personalized services to all our clients in the areas of accounting, taxation and personal financial planning.

Tax preparation services:

  • Preparation of individual and business tax returns for federal, state and local taxing authorities.
  • Electronic filing of tax returns
  • Representation with tax authorities, as needed
  • Prepare communications in response to taxing authority's notice
  • Calculate estimated payments, as needed
  • Tax planning

Refund anticipation loans offered to individuals:

  • Instant IRAL (Instant Refund Anticipation Loan), if qualified, an individual can receive up to $1800 instantly and the balance received 24-48 hours
  • RAL's (Refund Anticipation loans) an individual can receive their entire refund in 24-48 hours if their refund is $200 - $9500.
  • Also offered, is the ERC (Electronic Refund Check), where an individual can file their return electronically and expect to receive their refund in 2 weeks.

Accounting services:

We know how important it is for our clients to be able depend on their accountant to provide them with detailed and accurate records of their business. We take the time to get to know our clients and learn their industry and help them in setting up controls and accounting policies to help their businesses run more efficiently, which allows for better decisions and greater profits.

  • Services include: Bookkeeping/Write-up, Reviews & Compilations
  • We use QuickBooks so you have an option to allow us to do all of your bookkeeping or enable us to download your information
  • Bank account reconciliations
  • Preparation of financial statements, which arms you with timely information that is necessary to make critical decisions.
  • Complete payroll service

Also, our firm is associated with Intuit and has a Certified QuickBooks ProAdvisor on staff to help with you with your QuickBooks questions and concerns.

Payroll Services

  • Direct Deposit available
  • Calculation of weekly/biweekly payroll
  • Print checks w/paystubs, signature service available
  • Electronic payments of all tax deposits
  • Preparation of all monthly/quarterly filings
  • Preparation of W-2's and year end filings
  • Local delivery offered
  • Financial Planning

Financial Planning Services

Our goal is to help our clients maintain their wealth and to continue to grow their wealth potential. We provide the following financial planning services:

  • Retirement Planning
  • Estate Planning
  • Tax Planning
  • Investment Planning
  • Cash Flow Planning
  • Education Planning