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| McCullough & Company |
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Overview:
McCullough & Company, a medium sized accounting firm, first opened the Newtown Square office in 1980. The Company serves small and mid-sized businesses and individuals in the Delaware Valley. The experience and expertise of our staff can help you with a multitude of issues related to accounting & taxes.
The Company assists businesses with accounting and provides compiled and reviewed financial statements, as required. The Company also provides extensive tax services, from preparing personal and corporate tax returns, to tax planning and advice.
Generally, McCullough & Company seeks to be the primary financial adviser for its clients by helping with management decisions regarding the choice of business entity, mergers and acquisitions, fringe benefits, financing, etc.
Our Services
Accounting
From start-ups to established enterprises, businesses need accurate financial information to run their operations profitably. We can help design your system, make corrections and journal entries as necessary and analyze the results. We can compile or review financial statements for banking or other purposes.
Tax Planning & Preparation
We prepare individual tax returns for clients, and help them with tax planning and projections. We also prepare returns for small businesses, such as Partnerships & S Corporations. We represent clients in tax audits, as well as correspond with IRS & State agencies. Our primary goal is to become a trusted advisor to all of our clients. We navigate clients through the complexity of the U.S. tax code, along the way informing them of various strategies to reduce tax liabilities and boost savings. We take a holistic approach to serving our clients, and will offer our knowledge, experience and advice on a myriad of financial topics.
Financial Planning
Right now, more than ever, clients need sound advice in all aspects of financial planning. Frank & Rob, the owners of McCullough & Company, both have earned the designation as Certified Financial Planners®. An individual who attains the CFP® markings is someone who is Board Certified in knowledge of investments, taxes, retirement planning, and estate planning, to name a few. Our affiliate, MC2 Financial Advisers, Inc. was set up to offer clients the same professional approach to investing and financial planning that they have come to expect in McCullough & Company. MC2 is a Fee Only Registered Investment Advisor Firm. The company accepts no commissions upon the recommendation of investments. MC2 manages virtually all clients' money at The Vanguard Group™, the #1 provider of No Load, Low Cost Mutual Funds. Please use the link below, and visit our affiliate to sign up for a free consultation.
MC2 Financial Advisors Inc.
QuickBooks Consulting
In recent years, our practice has adapted to the changing needs of small business. The majority of small businesses use QuickBooks software to manage their books. Our associate, Mary Bamber is a QuickBooks Pro Advisor. She combines technical expertise with the experience and knowledge of her background as a CPA. She can help clients fix problems with the software, or provide training & advice. Now, when you have problems with QuickBooks, you don't have to dread making that call to customer support! You can call Mary, a real professional, who doesn't read from a script. |
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