business services

Expert financial guidence with our tailored CPA services designed specifically for your business goals.

Individually Crafted Solutions for Business Financial Success

Our dedicated team understands the unique financial goals and challenges individuals face. From tax planning and preparation to investment strategies and retirement planning, we provide personalized guidance and support every step of the way.

Business Services

Whether you are a small family business or a multi-tiered partnership, we can help you develop strategies to navigate through the challenges of tax law and legislation. We will help you understand the ramifications and support you in taking your tax return positions. We will be there with you from planning, defense from challenges by tax authorities, to closing the statute of limitations.

Planning is the key to successfully and legally reducing your tax liability. We proactively work with our clients and recommend tax saving strategies to maximize their after-tax income. We make it a priority to enhance our mastery of the current tax law, complex tax code, and new tax legislation by attending tax training sessions and seminars.

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries and can reduce or eliminate the taxes on transferring your business and other assets. Providing for business continuity and succession of ownership is essential for business owners. We can guide you through the complex process of getting your financial affairs in order.

Life is not static, and neither should your financial plan be. In addition to helping our clients understand and manage their tax obligations, we help them navigate challenging situations such dealing with aggressive debt repayment situations or solving a tricky tax situation. We also work with our clients helping them plan for life-changing events such as marriage or birth of a child. We help them evaluate their insurance needs and may suggest insurance products to protect them and their family from unforeseeable events. We also help plan for retirement.

As part of our services, we work with our clients to help them effectively plan for orderly transfer of assets to their beneficiaries and provide security to their beneficiaries and surviving spouses. Proper estate and trust tax planning can reduce or eliminate taxes on transferring your wealth to the next generations.

Planning for business continuity and succession of ownership is essential to business owners. We can guide you through this process.

Litigation support services are far more necessary than many may think. Family law, disputed estate distribution, child support assessment and malfeasance cases could also benefit from the input of a trained CPA. A lawyer should be your first call, but a CPA firm should be your next when facing litigation or considering a suit. Collecting, interpreting and analyzing evidential matter to meet the courtroom’s high standards demands both strong investigative skills and specialized knowledge.

Opening your own business is exciting but at the same time it can be a bit overwhelming. We will advise you on selecting the appropriate entity and assist with the formation of your entity through the proper channels. We will work with you to understand your specific situation and will direct you to the entity that’s most advantageous in your situation.
Owning and running your own business is exciting, but payroll compliance can be overwhelming and time consuming. We can assist you in implementing an efficient and effective payroll system and help you design and implement effective controls in your payroll process. Our Firm will also prepare all the required payroll tax returns on time.
We supply a variety of accounting and reliable bookkeeping services for small businesses, including financial statements, budgeting, and cash flow maintenance.
From identifying the best version of QuickBooks for your business to mapping accounts, creating reports, and cleaning up your data file, we provide comprehensive QuickBooks support.
Business Services

Get Started Today

Reach your financial goals today with Henry and Company CPA. Speak with an accountant to get started.

Contact Henry & Company

Is your money putting in as much effort as you are?

Getting started with Henry and Company is the first step toward optimizing your financial strategy and unlocking your full potential.

Contact Henry & Company

If you have questions about our services or would like to speak with a member from our staff, please connect with us.

Henry & Company
Certified Public Accountants
920 West Chester Pike, Havertown, PA 19083

(484) 451-4400
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Our Mission

Our mission is to provide personalized financial expertise, empowering our clients to achieve their goals with integrity and efficiency. Through diligent attention to detail and unwavering commitment to excellence, we aim to be trusted advisors, guiding businesses and individuals towards sustainable financial success.