Client Services
Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.


Tax Services

Tax Services

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

*Tax planning & return preparation

- Individuals

- Corporations

- Partnerships

- LLCs/LLPs

- Estates, trusts & gift

- Not-for-profit organizations

*Taxing authority representation

*Divorce and support issues

*Tax effects of buying/selling a business

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Tax Planning

Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.

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Payroll Services

As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.

*Signature Ready Paychecks

*Direct Deposit

*Easy to follow Reports

*All Tax filings included

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Estate & Trust Tax Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

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Accounting Services

Bookkeeping/Write-Up

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

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Consulting Services

Business Consulting

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

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Business Entity Selection

Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

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Debt & Financing Services

Debt management and the evaluation of financing options are issues that an experienced professional deals with every day. Let us use our experience to assist you in securing financing for your personal or business needs or consolidating your current debt to a more manageable level.

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Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

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Pension & Profit Sharing Plans

Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs…) can provide significant tax advantages for closely held businesses and self-employed individuals. Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.

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Other Services

Employee Benefit Plans

The accounting and tax issues involved with employer-provided benefit plans can be overwhelming. We can assist with the development, implementation and administration of your employee benefit plan.

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Miscellaneous

Tax Preparation & Multistate Returns

Some things are just meant to be left up to the professionals, and preparing your taxes is no different. As a matter of fact, with today’s ever changing tax laws, Willoughby & Associates, Inc. can handle your federal, state, local and multiple-state tax returns with an eye towards the latest tax requirements and laws. We offer tax preparation services to individuals, clergy and businesses. Many times by complying with the laws we are able to cover your cost by taking advantage of tax deductions and strategies the average individual misses

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Clergy Tax Preparation and Planning

As a member of the clergy you are faced with specialized tax rules. With specific tax situations applying to your salary, housing allowances and social security taxes, we offer you a variety of professional accounting services including personal income tax preparation. Many in the clergy think they pay more taxes than the average individual. In most cases that is not true and in reality they are not taking advantage of the specialized laws that benefit them. Joel Long is trained and educated on the tax laws that apply to the ministry, and has served the clergy community with tax and accounting services for over 15 years.

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Electronic Tax Filing

We do not offer expense refund anticipation loans, however we do offer electronic filing which is where we accurately prepare your return then transmit it from our computers directly to the IRS computers. By doing this it allows us to expedite the processing of your refund and also minimizes IRS data entry errors. If you utilize direct deposit for your refund you can typically have it back in two weeks depending on IRS processing speeds. There is no extra fee for this service and it is an added benefit in your tax preparation with Willoughby & Associates.

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Church Payroll

Let us deal with the complex clergy W-2 forms as well as employee tax withholdings and 403(b) issues. Does signature ready paychecks, complete tax filings and direct deposit sound easier than the way your current congregation prepares their payroll? If so, let our years of experience, education and professionalism help you to accomplish these important tasks.

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Church Bookkeeping

Use us when you can’t find a treasurer. Many congregations are challenged with the issues of “Who is going to pay our bills?” We can help you and your church by stepping into this role. We cut your checks, help manage your funds to meet your debt obligations, and generate monthly financial reports comparing the current income to current expenses to year-to-date and then to budget.

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PA Sales Tax Filing Service

Business owners know the importance of filing their state sales taxes on a timely basis. Willoughby & Associates offers businesses the peace of mind they need when it comes to filing state sales taxes. In addition to filing Pennsylvania sales tax electronically through the state, we also call and remind you when the deadline is near, and will automatically deduct the amount due directly from your business banking account.

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Do It Yourself Online Tax Preparation

Enjoy the ease of preparing and filing your own federal and state tax returns securely online through the Willoughby & Associates Inc. Website. We offer secure tax preparation software for today’s do-it-yourselfer. For a small flat fee, filing electronically has never been easier, and there is no per schedule fee or hidden fees. Go to our links section and click on the Link

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Insurance Services

We offer: Life, Health, Long Term Care and Disability Insurance for both the individual as well as employer benefits in a group setting. Willoughby & Associates Insurance Services is a full blown insurance brokerage.

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