PROFESSIONAL Tax & AccounTING SERVICES IN LANCASTER, PA

You run your business. 
We'll handle the rest.

TAX COMPLIANCE

Tax laws are complex. We're here to help you handle it all.

At Roehm Financial Services, our tax compliance services help ensure your federal, state, and local filings are accurate, organized, and submitted on time. From annual income tax returns to estimated payments, quarterly filings, and informational filings, our team stays current with changing tax laws and requirements to help you remain compliant and avoid unnecessary penalties. Whether you’re an LLC, partnership, or sole proprietor, you can focus on running your business knowing your tax filings are handled with precision and care.

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TAX PLANNING

Proactive strategies to minimize taxes and maximize growth.

At Roehm Financial Services, our proactive tax planning services help reduce your tax liability while supporting your broader financial goals. We develop strategies tailored to your unique situation, from business entity selection and deductions to retirement contributions and charitable giving. By planning throughout the year—not just at tax time—we can identify opportunities to improve cash flow, keep you compliant, and align tax decisions with your personal and business objectives so you can make informed decisions with confidence.

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Outsourced AccountanT / Controller SERVICES

Your financial clarity. Our accounting expertise.

Our outsourced accounting services give you the expertise of a Certified Public Accountant without the cost of a full-time hire. From day-to-day transaction entry and reconciliations to professional financial statements and controller-level oversight, we keep your finances organized, accurate, and ready for confident decision-making. More than bookkeeping, we serve as a strategic financial partner, providing the insight and support you need to save time, better understand your numbers, and focus on growing your business with clarity and confidence.

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Service Packages

COMPREHENSIVE

Essential Tax Package

STARTING AT $1,500/YEAR


Designed for individuals and small business owners looking for proactive tax preparation and foundational planning support.


Includes:

  • Annual business & individual tax preparation
  • Basic year-end tax planning
  • Secure document portal access
  • Email support for routine tax questions
  • IRS & state notice assistance
  • Basic entity and deduction review


Optional Add-Ons:

  • Monthly bookkeeping 
  • Sales tax filings 
  • QuickBooks cleanup   
  • 1099 preparation


Best For:

Small business owners, New LLCs/S-Corps, Real estate investors, Service professionals 

Strategic Advisory Package

(MOST POPULAR)


For growing businesses that want ongoing tax strategy and quarterly financial guidance—not just tax filing.


Everything in Essential, PLUS:

  • Quarterly tax planning meetings
  • Quarterly estimated tax projections
  • Strategic tax reduction planning
  • Profitability and cash flow reviews
  • Retirement & compensation planning
  • Entity structure optimization
  • Year-round advisory access


Requirements:

  • Client bookkeeping maintained monthly
  • QBO/Xero access required


Best For:

Established business owners, Growing S-Corps, Contractors & medical professionals, Businesses with fluctuating income

CFO & GROWTH Package

COMPREHENSIVE SUPPORT


A comprehensive accounting, tax, and advisory relationship focused on helping business owners scale confidently.


Everything in Strategic, PLUS:

  • Monthly financial statement review
  • Ongoing bookkeeping oversight
  • KPI and cash flow monitoring
  • Tax forecasting throughout the year 
  • Budgeting and financial planning
  • Payroll coordination
  • Lender/investor reporting support
  • Business growth consulting 


Requirements:

  • Full monthly bookkeeping engagement
  • Integrated accounting workflow


Best For:

Scaling businesses, Multi-entity owners, Real estate operators, Companies needing ongoing financial leadership 

Essential Tax Package

Starting at $1,500/year

Designed for individuals and small business owners looking for proactive tax preparation and foundational planning support.


Includes:
  • Annual business & individual tax preparation
  • Basic year-end tax planning
  • Secure document portal access
  • Email support for routine tax questions
  • IRS & state notice assistance
  • Basic entity and deduction review


Optional Add-Ons:
  • Monthly bookkeeping 
  • Sales tax filings 
  • QuickBooks cleanup   
  • 1099 preparation


Best For:

Small business owners, New LLCs/S-Corps, Real estate investors, Service professionals 

Strategic Advisory Package

(Most popular)

For growing businesses that want ongoing tax strategy and quarterly financial guidance—not just tax filing.


Everything in Essential, Plus:
  • Quarterly tax planning meetings
  • Quarterly estimated tax projections
  • Strategic tax reduction planning
  • Profitability and cash flow reviews
  • Retirement & compensation planning
  • Entity structure optimization
  • Year-round advisory access


Requirements:
  • Client bookkeeping maintained monthly
  • QBO/Xero access required


Best For:

Established business owners, Growing S-Corps, Contractors & medical professionals, Businesses with fluctuating income

CFO & Growth Package

Comprehensive Support

A comprehensive accounting, tax, and advisory relationship focused on helping business owners scale confidently.


Everything in Strategic, plus:
  • Monthly financial statement review
  • Ongoing bookkeeping oversight
  • KPI and cash flow monitoring
  • Tax forecasting throughout the year 
  • Budgeting and financial planning
  • Payroll coordination
  • Lender/investor reporting support
  • Business growth consulting 
Requirements:
  • Full monthly bookkeeping engagement
  • Integrated accounting workflow


Best For:

Scaling businesses, Multi-entity owners, Real estate operators, Companies needing ongoing financial leadership 

AICPA Member | Roehm Financial Services

AICPA member

PICPA Member | Roehm Financial Services

PICPA member

Quickbooks ProAdvisor | Roehm Financial Services

Quickbooks Pro Advisor