Business Services

  • Same Low Fee Every Month
  • New Business Formation
  • Strategic Business Planning

Personal Services

  • Tax Projections
  • College and Retirement Tax Planning
  • Stock Options and Rental Property

Services

Turn over the headache of taxation and accounting work to a professional who cares.

At Malvern Tax & Ledger Inc. you will receive fair fees and up-to-date advice on all your tax and accounting situations.

Business Owners

Monthly Fixed-Fee Small Business Bookkeeping

If you own a small business...We have walked in your shoes.

Whether you are a dentist, an electrical contractor, mortgage broker, software developer, landscape contractor, boutique owner, travel agent or designer; we have the package just for you!

  • Your business pays the same low fee every month...with no surprises. No more staggering hourly invoices after your work is completed.
  • Our Fixed-Fee Small Business Monthly Service Package provides all the standardized business data a small business owner needs to make profitable decisions.
  • Full-time, personalized, year-round accounting service.
  • Never leave your home or office. Everything required to be filed can be done by phone, fax or courier. Our convenient office hours allow you to call whenever and however many times you need to.

 

Monthly Quarterly Bookkeeping

Trust a Professional with your Bookkeeping Needs

You provide us with your bank statement and check registers and our team will reconcile your bank statements and prepare your financial statements. We can help you track your bottom line and suggest tax saving tips on an ongoing basis. This service also includes tax saving suggestions as our team tracks your bottom line on an ongoing basis.

 

Business Start-Up

Selecting the right form of entity (sole proprietor, partnership, corporation, LLC, etc.)

Let us help you from the start so you have the right information to meet your expected goals by choosing the right type of entity for your new business.  We will discuss the common pitfalls and how to avoid them in our initial meetings.

 

Year-end Tax Planning

Know your tax liability or refund before you file your tax return.

To ensure you legally pay the least amount of taxes, schedule a year-end planning meeting with us so you can apply tax strategies before the end of the year. “Time is of the essence.” Waiting can cost you money.

IRS Representative & Notice Review

If you receive a tax notice from the IRS or State, let us review it to be sure all information the notice is providing is correct before paying any additional tax. We also can represent you if your return is chosen for audit.

Tax Preparation

Whether your return is a 1040A or a complicated corporate return, our team will prepare and review it maximizing eligible deductions and tax credits to ensure the lowest tax possible.