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 go beyond simply filing your returns. We ensure your income tax returns are prepared accurately and submitted on time, giving you peace of mind and protecting you from unnecessary penalties or audits. Our team stays up-to-date on changing tax laws so you remain compliant with federal, state, and local regulations without stress.


Beyond annual tax filings, we handle estimated payments, quarterly filings, and informational filings for your business structure. Whether you’re an LLC, partnership, or sole proprietor, you can trust us to keep your filings organized and correct. With Roehm Financial Services managing your tax compliance, you can focus confidently on running your business, knowing everything is handled with precision and care.

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TAX PLANNING

Proactive strategies to minimize taxes and maximize growth.

At Roehm Financial Services, we provide tax planning services that help you reduce your tax liability and support your financial goals. We analyze your situation to develop strategies aligned specifically to you – from choosing the right business entity to planning deductions, retirement contributions, and charitable giving.


Effective tax planning is an ongoing process, not just a year-end task. By working together throughout the year, we identify opportunities to improve cash flow and align tax decisions with your business and personal objectives. Our up-to-date knowledge of tax law ensures you take advantage of every opportunity while staying compliant. With our proactive tax planning services, you can make informed decisions today that position you for success tomorrow.

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Outsourced AccountanT / Controller SERVICES

Your financial clarity. Our accounting expertise.

Our outsourced accounting services provide you with the expertise of a Certified Public Accountant without the cost of a full-time hire. We handle your day-to-day transaction entry, reconciliations, and detailed financial reporting so your books remain organized, accurate, and ready for confident decision-making at any time.


More than bookkeeping, we act as your strategic financial partner, preparing professional financial statements and offering controller-level oversight tailored to your business needs. Whether you’re looking to save time, gain deeper insights, or ensure accuracy in every aspect of your finances, our outsourced accounting solutions free you to focus on growing your business with clarity and peace of mind.

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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 
AICPA Member | Roehm Financial Services

AICPA member

PICPA Member | Roehm Financial Services

PICPA member

Quickbooks ProAdvisor | Roehm Financial Services

Quickbooks Pro Advisor