services
Business Start-up Registration Services
We can provide you with the necessary tools to get your new business up and running! We have assisted many clients over the years not only in the preliminary registration of their business, but more importantly in the strategies to "grow their businesses." We are here to help you achieve your business goals and to impact your quality of life.
Business Acquisition and Sale Services
We have experience in valuing businesses in anticipation of potential acquisitions and sales. We are skilled in examining the elements which will provide the best value including the nature of the business and its history, financial condition of the company, the company's earnings capacity, etc.
Back Office Solutions
This service allows you to outsource specific areas or your entire accounting function to us, while maintaining full control over your financial information. We can handle your company's accounts payable and receivable, payroll, billing, collection, budgeting, bank reconciliations and more! These services can be customized to meet your specific needs.
Accounting Software Support
Our team is experienced with many different accounting softwares including: Quickbooks Pro and Peachtree. We are a member of Sage Software Accountants Network for Peachtree and are members of the Quickbooks Professional Advisory Program. We can install, train and support you on computerized bookkeeping. There is always someone available (during normal business hours) to help you.
Business Advisory Services
After careful assessment of your business, we help you develop strategies with results-oriented techniques to keep your business moving in the right direction. Our team's experience and commitment can show you ways to overcome obstacles blocking your path to success.
Tax Preparation
Our services include preparation of Corporate, Individual, Partnership, Trust, Estate, Gift, Sales tax, and Payroll tax returns for federal, state and local purposes. We are constantly advising on the latest developments in tax matters and their potential impact on our clients. We keep our clients informed. Our firm's tax practice is not only reactionary; we direct our attention to the anticipation of any potential problems and opportunities to reduce current and future tax liabilities. We also provide representation involving tax disputes with governmental agencies.
Budgeting Services
We can provide you with a workable, realistic budget along with recommendations to help you meet all your financial goals. We will examine your monthly income and expenses, review your current financial situation, and help you to determine your goals (planning for college, retirement, or that long awaited vacation). Keeping all these considerations in mind we will create a budget plan that is right for you.
Business Succession Planning
Succession planning requires a carefully thought out plan. Planning should be done, even if there are no immediate plans to retire. We can formulate a plan to help maximize your business value. We will help you work smarter and prepare the business for its eventual sale, so that you receive what you deserve from your business.
Estate Planning
Estate planning is essential to the financial well-being of your family. Preserving your assets, proper tax planning and ensuring there are sufficient funds available to support your family are some important issues addressed during our estate planning process.
- Analysis and valuation of estates for tax planning purposes
- Coordination of estate plans with your attorney
- Assistance with Long-Term Care and Life Insurance as it relates to your estate
- Formalization of an Estate Plan for proper transfer of assets
Stortz Mortgage Services
We are a First Mortgage Broker licensed with the PA Department of Banking.
We make your home purchases and refinancing easy. Let Stortz Mortgage Services
help you! Contact Mike Pletz for additional information.
Email: mike@dstortz.com
Phone: 610-967-4711
David A. Stortz & Associates, PC is a licensed First Mortgage Broker through the PA Department of Banking, License # 21186/NMLS ID # 109167
Mike Pletz is a licensed Mortgage Originator through the PA Department of Banking, License # 21943/NMLS ID # 127595
Loan Procurement Services
We provide professional loan packages to assist you in obtaining mortgages, business loans, lines of credit, etc. Having all of the pertinent information assembled and professionally presented can impact the processing of your loan request tremendously.
Employee-Related Services
Attracting and retaining good employees is paramount to your business. Our team can assist you from the interview process through developing a customized employee benefits program and employee handbook. We recognize that every business is different in its requirements. Stortz & Associates will help you develop a personalized program that is cost-effective and that will meet your needs.