CPA in Pottstown, PA Announces Services for The Life Financial Group

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Timothy D. Forester, CPA Pottstown, PA has joined The Life Financial Group. Tim will bring over thirty years of tax preparation and investment knowledge to benefit the clients of Beacon Tax Services, a division of The Life Financial Group.

cpa pottstown pa

CPA Pottstown PA

Timothy D. Forester, CPA Pottstown, PA has joined The Life Financial Group. Tim will bring over thirty years of tax preparation and investment knowledge to benefit the clients of Beacon Tax Services, a division of The Life Financial Group.

Some examples of the services that Tim can offer:

  •         Accounting assistance for churches, businesses, nonprofit groups & private schools
  •     EITC / OSTC – which allows PA businesses to reduce taxes while helping schools
  •     Evaluate operations for efficiencies – reduce costs, unnecessary exposure
  •     Sales and excise tax savings – to not waste funds needed for mission
  •     Financial review of church records – look for proper stewardship controls
  •     Minister tax preparation – assistance with the special benefits afforded ministers

Safety Committee - assistance in formation - save worker’s compensation insurance while keeping employees safe.

  •     Estate assistance – help with paperwork at a very difficult time
  •     Charitable & planned giving administration
  •     Endowment & investment accounting – maintaining proper stewardship records
  •     Planned giving discussions – reduce taxes while helping fund mission
  •     Tax Preparation – Individual and Business taxes
  •     Trusts – for example, Charitable Remainder Unit Trusts (CRUT’s)
  •     S-Corporations
  •     LLC’s
  •     Private foundations
  •     Individuals

General tax planning

Budgeting

  •     Individuals – getting the order correct – giving, saving, spending, offering, luxuries
  •     Businesses – proper stewardship of resources
  •     Nonprofit organizations - proper stewardship of resources
  •      Investment, trust and estate tax planning

Media Contact
Timothy Forester
610-385-4500
TimForester(at)theLIFEgroup.org

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