individual services

Henry & Company offers financial support through our individualized CPA services tailored to your unique needs.

Personalized Solutions for Personal 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.

Individual Services

Preparing your income tax return can be a daunting task even when using tax preparation software. Individuals with complex tax situations with dependents, investments, significant assets or charitable contributions will benefit from engaging our Firm to assist them with their tax return preparation. 

Understanding the requirements and deadlines for preparation of tax returns for trusts and estates is another challenging area where we assist our clients. We will work with you and assist you in the preparation of these returns. 

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 provides security for your surviving spouse. Furthermore, this can reduce or eliminate the taxes on transferring your wealth to future generations.

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 the 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.

With the expanded need for household help, whether it be a privately hired cleaning lady or a nanny for your children, also grows the need for payroll services. We can assist you in providing payroll services for your household help and preparation of the required payroll tax returns.

We offer notary services in our Havertown office or via remote online notarization.

Individual 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.