Accounting + Taxation, Streamlined + Personalized
PHILADELPHIA BASED, NATIONWIDE SERVICEMeet Beth
At AK CPA, we keep things modern with a fully virtual setup - so collaboration is easy, schedules stay flexible, and you get the kind of value-added service you deserve. Our founder Beth, a proud Fox School of Business grad from Temple University, is a licensed CPA in both NJ and PA. With a career history in Big 4 audit, tax, consulting, and even a dash of HR, she brings a well-rounded perspective to every client conversation. Today, we focus on what we love most - delivering personalized accounting and tax solutions to individuals and small businesses who appreciate expert guidance and a friendly flair.
Services
Individuals
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Includes annual filings and extensions, for simple or complex tax returns
Itemized deductions and tax credits
Multi-states
Investments & cryptocurrencies
Self employed/business owners
Real estate transactions & rentals
Foreign income or working abroad
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Deductions and tax credit optimization
Equity & investment analysis - ISOs, RSUs, ESPPs, etc.
Tax liability analysis for major life events - home sale, stock sales, inheritance income and distributions, death benefits, etc.
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For federal, state, and local tax notices
Businesses
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Choosing your entity type
Federal, state, and local registrations
Business start up checklist
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Monthly, quarterly, or annual subscriptions
Full bookkeeping or periodic reviews in QuickBooks Online
Bank reconciliations
Financial statement preparations
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Business returns: Schedule Cs, 1120, 1120S or 1065
Deduction optimization
Quarterly estimated tax projections
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For federal, state, and local tax notices
Your finances called.
They’d love an expert chat.
Reach out to schedule a free consultation.
Get In Touch
Ready to make tax time less taxing? Numbers don’t scare us—send us a message and relax.
