Business Details
Your Trusted CPA Partner in Huntingdon Valley, PA
Meltzer & Associates, CPAs, has established itself as a premier small accounting firm serving clients across Pennsylvania and New Jersey. With over four decades of combined experience, our team combines technological innovation, youthful energy, and seasoned expertise to deliver tailored financial solutions. Our mission centers on providing financial clarity and peace of mind, positioning clients for long-term success through strategic accounting, tax, and planning services. We prioritize personalized client attention, ensuring privacy and data security remain paramount in all our operations. Our services span business consulting, accounting, tax planning, audit attestation, and compliance, addressing the complex needs of individuals and small to medium-sized businesses. We specialize in navigating evolving financial landscapes, offering expertise in mergers and acquisitions, IRS representation, and business succession planning.Our commitment to excellence is reflected in our client relationships, many of which have evolved into lasting partnerships. We emphasize compliance simplification, payroll and sales tax reporting, and accurate financial reporting for stakeholders and regulatory bodies. Our team includes seasoned CPAs with decades of experience in auditing, corporate tax, and individual tax preparation, serving diverse industries including real estate, entertainment, and manufacturing. This foundation of experience, combined with a dedication to client-centric service, defines our approach to empowering small businesses and securing financial futures.
Services
Business Consulting
Accounting Services
Tax Planning
Audit Attestation
Compliance Services
Highlights and features
- We offer over 40 years of combined experience in accounting and tax services.
- Our team combines technology, youth, and seasoned expertise for tailored solutions.
- We prioritize client privacy and data security as a top operational priority.
- We provide IRS representation and business succession planning expertise.
- Our CPAs hold specialized certifications in employment benefit planning and tax law.
Associations and certifications
- CPAs (Certified Public Accountants)
Services
Business Consulting
We provide strategic business consulting to address complex operational challenges. Our services include mergers and acquisitions guidance, IRS representation, and business succession planning. Clients benefit from tailored solutions that enhance efficiency and support long-term growth through expert financial analysis and industry-specific insights.
Accounting Services
Our comprehensive accounting services ensure accurate financial record-keeping and reporting. We handle general ledger preparation, payroll processing, cash flow budgeting, and employee benefit plan management. Clients receive reliable financial data to make informed business decisions while maintaining compliance with accounting standards and regulatory requirements.
Tax Planning
We offer specialized tax planning and preparation for individuals and businesses. Our CPAs maximize deductions, ensure compliance with federal and state tax laws, and provide representation during audits. Services include corporate tax planning, state/local tax compliance, and strategic tax-saving solutions tailored to client-specific needs.
Audit Attestation
Our audit and attestation services verify financial statement accuracy for regulatory compliance and stakeholder confidence. We conduct full audits, reviews, and compilations according to GAAP standards. Clients receive assurance that their financial reports fairly represent their business's financial position and operational performance.
Compliance Services
We simplify complex compliance requirements through payroll tax reporting, sales/use tax compliance, and regulatory guidance. Our team ensures proper employee classification, accurate tax remittance, and adherence to state-specific sales tax regulations, helping businesses avoid penalties and maintain operational transparency.
People
Michael Meltzer
Managing Partner
CPA with expertise in auditing and corporate tax since 2000. Holds employment benefit specialist certification. Served on condo association boards and PICPA tax committees. Graduated from Georgia Institute of Technology in 1999.
Steven L. Bolden
Partner
40+ years of public accounting experience. Specializes in attestation services and federal tax cases. Represented clients in U.S. District Court as expert witness. Serves diverse industries including real estate and entertainment. Temple University graduate.
Jerry Lipkin
Partner
50+ years in accounting with focus on corporate and self-employment tax. Former military service in Korea. Active Disney club member and international traveler. Provides specialized tax solutions for self-employed individuals.
Dafna Meltzer
Partner
CPA and adjunct college instructor. Volunteer tax expert for Pennsylvania Institute of CPAs. Fluent in Spanish and Hebrew. Holds multiple academic degrees including Penn State University and Arcadia University.
Joel Epstein
Partner
CPA since 1980 with 40+ years of experience. Specializes in small business accounting and tax services. Former member of J.K. Lasser & Co. and Gerald Barr P.C. Active PICPA and PSTAP member.
Questions
What accounting services does Meltzer & Associates offer?
We provide general ledger preparation, bookkeeping, payroll processing, cash flow forecasting, and corporate tax planning tailored to small and medium businesses.
Do you specialize in tax services for individuals or businesses?
We offer tax preparation and planning for both individuals and businesses, including state and local tax compliance and IRS representation.
How does your firm handle audit attestation services?
We conduct audits, reviews, and compilations to meet regulatory requirements, ensuring accurate financial reporting for stakeholders and compliance with accounting standards.
What compliance services are available?
We assist with payroll compliance, sales/use tax reporting, and navigating complex regulatory requirements for businesses of all sizes.
