Maximize Your Tax Savings
It’s the same story every year. Whether you’re doing your taxes or your business taxes, you know you keep missing out on yearly tax deductions. Whether due to a lack of knowledge, tax experience, time, or resources, you’ve decided you can no longer pass up the opportunity to reduce your tax bill. For some Montgomery County residents, it’s about avoiding wage garnishment, and for businesses, it’s often about reducing tax penalties or removing liens. Regardless of whether it’s for personal taxes or business taxes, your best bet is to call Doherty & Associates – the best tax preparation and personal tax services provider in Montgomery County PA.


IRS Representation For Individuals And Businesses
As your dedicated IRS representative, we can significantly minimize your personal or business tax obligations through strategic negotiation and expert advocacy. For business clients, this includes restructuring payment arrangements for outstanding tax debts, lowering monthly obligations on unpaid business tax liabilities, and securing favorable resolutions that protect your company’s financial stability.
Our role as an IRS enrolled agent representative means we advocate relentlessly on your behalf during tax examinations, compliance reviews, and settlement negotiations. We ensure your interests are professionally represented and protected throughout every interaction with tax authorities. For individual taxpayers, our representation services can halt wage garnishments, prevent bank levies, and provide crucial relief from inherited or joint tax obligations.
Whether serving as your state or federal tax advocate or providing the peace of mind that comes with professional representation, our IRS representation services are essential protection for businesses and residents throughout Montgomery County.
- Minimize Personal or Business Tax Obligations
- Restructure Payment Arrangements
- Secure Favorable Settlements
- Halt Wage Garnishments
- Prevent Bank Levies
- Provide Relief from Joint Tax Obligations
With our IRS tax preparation services, your company has access to an experienced CPA who manages your business’s federal and state tax filings. That means maximizing your available deductions based on the type of business you run. Your business will also have expense tracking so that your taxes are filed on time and without question.
Given our experience across various business sectors, coupled with our nearly 70 years of combined experience as accountants and business consultants, your business is guaranteed to have a team of business tax experts who do everything to lower your tax liability.
For Montgomery County residents, students, and families, our tax services include preparing and electronically filing your state and federal tax returns. We’ll help you take advantage of tax deductions for student loans, tuition, books, and moving expenses. For families, we’ll get you deductions for charitable contributions, moving expenses, and any deductions for dependents.
- Sales Tax
- Use Tax
- Gross Receipts Tax
- Franchise Tax
- Estimated Income Tax
- Business Tax Guidance
- Income Tax Returns Electronic Filing
As an IRS representative, we can dramatically reduce your personal business’s tax liabilities. For businesses, that can include renegotiating monthly payment plans for outstanding amounts owing or reducing payment amounts on unpaid payroll tax. It also means securing a settlement for outstanding taxes or reducing and eliminating tax penalties.
As an IRS enrolled agent representative, we work tirelessly to make sure your business is well presented during tax audits or when needing us to negotiate favorable tax settlements. For individuals, acting as your IRS representative allows us to stop a wage garnishment or bank levy or obtain much-needed relief for a spouse’s tax debt.
From being your state and federal tax representative to saving you a tremendous amount of time, worry, and stress, our IRS representation services are an absolute must for businesses and residents of Montgomery County.
- Reduce Personal or Business Tax Liabilities
- Renegotiate Monthly Payments
- Reduce Unpaid Payroll Tax
- Negotiate Settlements
- Stop Wage Garnishment
- Stop Bank Levy
- Reduce Liability for Spouse’s Tax Debt
Our tax planning for individuals includes developing a personal filing system for all your expenses and deductions for the upcoming year. Our personal tax planning service is tailored to your unique situation and profession. Whether you’re a student, single parent, or family, we’ll show you how to maximize your 401K while keeping track of your yearly expenses.
For businesses, it means providing corporate tax guidance, creating a tax strategy, and validating that your expense tracking is handled by our internal team. We’ll work with your Montgomery County business to file your state and federal taxes on time and check that each deduction is backed by detailed expenses. That tax planning strategy will leverage the most common deductions for the type of business you run while aligning that strategy with your company’s budget.
- Comprehensive Tax Strategy
- Maximize Deductions
- Expense Tracking
- Business Tax Budgeting

Benefits Of Partnering With Us In Montgomery County
At Doherty & Associates in Montgomery County, we work on behalf of residents and businesses, helping them reduce their tax liabilities, increase their tax deductions, and simplify their state and federal tax filings. Our tax services in Bucks County are affordable and managed by tax experts. From retailers and non-profits to distributors, wholesalers, service businesses, healthcare providers, manufacturers, and construction companies – among others – all see us as critical to their tax preparation.
Whether you’re a business owner wanting our tax services to help reduce your outstanding balances, a single parent or family wanting to take advantage of tax deductions, or a student working part-time and looking to have a reliable firm that can help you with your first tax filing, we will do everything we can to lower your taxes and secure that all-important refund.
How Can Tax Preparation Services Help Reduce My Tax Liability?
- Tax preparation services identify all eligible deductions and credits you might miss on your own, lowering taxable income.
- They use their expertise to optimize income timing and reporting for maximum tax efficiency.
- Professionals stay current on tax laws to apply the latest strategies and avoid costly errors or missed opportunities.
- They can also advise on tax planning for future years to minimize liabilities over time.
Seasoned Tax Services
At Doherty & Associates, we prepare your tax preparation and financial management to maximize every available deduction and credit. Our expertise in financial record management and tax strategy helps businesses optimize their financial position while maintaining full compliance with tax regulations. For numerous Montgomery County, PA, businesses, Doherty & Associates has served as the trusted partner for tax planning, financial consulting, and business advisory services. We focus on delivering solutions that help you reduce costs, improve efficiency, and access reliable financial insights for informed decision-making.
Here are some things to anticipate when working with Doherty & Associates as a company looking for bookkeeping in Philadelphia or one that requires the financial advice and expertise of a skilled group of Certified Public Accountants (CPAs) and seasoned business professionals.
The accuracy of your internal records and banking activity is guaranteed by our financial oversight services. We help your business grow at every stage, from keeping an eye on expenses and making sure regulations are followed to filing taxes on time and assisting you in taking advantage of depreciation and other available deductions.
Our financial tracking services are essential for monitoring all business expenditures. Effective expense management is crucial for capturing important tax deductions across all categories – from marketing and operational costs to equipment purchases, travel expenses, and various business-related expenditures.
Our services extend beyond tax preparation for your Upper Darby company. We do more than just confirm timely filing. We help you benefit from the latest IRS and state tax deductions for small businesses. This means having a knowledgeable workforce that has helped countless companies in a wide range of markets and sectors.
Our services go far beyond basic tax preparation for your Montgomery County business. We do more than file in a timely manner – we help you capitalize on the latest federal and state tax advantages available to businesses. This means working with knowledgeable professionals who have assisted numerous companies across diverse industries and market sectors.
Expert Tax Services For Montgomery County Residents
Regardless of your personal circumstances or business type, the experienced team at Doherty & Associates provides the tax expertise you need. We’ll collaborate with you to develop a tax strategy that you or your business can confidently follow, and we’ll provide ongoing support whenever needed. If you live in Montgomery County, PA, and could benefit from our personal or business tax services but would like to speak to a tax consultant first, contact us today!
