At White Oak Accounting Solutions, we passionately empower businesses to achieve financial success. We provide personalized accounting solutions and strategic guidance to clients in Chester Springs, Exton, Malvern, Downingtown, Coatesville, and surrounding areas. Our mission is to be your trusted business partner, helping you navigate the complexities of finance and achieve your financial goals.
Our Team & Philosophy
Founded by Suruchi Baheti, a seasoned business and tax specialist with over 14 years of expertise, White Oak Accounting Solutions built its reputation on personalized client care and tailored solutions. We understand that every business is unique, with specific needs and aspirations. Our dedicated team works closely with you to establish customized strategies that align seamlessly with your aspirations.
Our Services
We offer a comprehensive suite of accounting services designed to empower you to make informed financial decisions. Our expertise includes:
Accounting Services
- Bookkeeping and bank reconciliation
- Review and closing of books for tax preparation
- Accounts receivable and payable management
- 1099 preparation and filing
- New business setup and advisory
- Business structure review
CFO & Advisory Services
- Budget and flux analysis
- Cash flow analysis and restructuring
- Short and long-term forecasting
- Financial strategy development
- Profitability analysis by service or product line
Compliance Services
- Tax preparation for individuals, LLCs, partnerships, and S-corporations
- Tax planning and advisory for tax savings
- Compliance with FBAR and FATCA regulations
- Compliance of foreign gifts and inheritances
- Advisory services on international taxation and treaties
We are dedicated to
- Accessibility & Communication: We prioritize clear and responsive communication, ensuring you are always updated and informed.
- Proactivity & Expertise: Our team stays updated on the latest industry trends and regulations to deliver the highest quality services.
- Personalized Solutions: We tailor our strategies to your unique business needs and goals.
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