Tax & Accounting Services
Proactive Tax Guidance. Trusted IRS Representation. Confident Financial Decisions.
Tax Preparation & Strategic Planning
For more than 30 years, ATA Financial Group has helped individuals, families, small businesses, nonprofits, and organizations across Whitehall and the Lehigh Valley manage their taxes accurately, reduce their liability, and keep their finances in order year-round.
We begin every client relationship with an in-depth tax interview, because understanding your full picture is how we deliver the best possible outcome. The goal is always the same: fewer surprises, lower tax burden, and a clear plan going forward.
Our team of Enrolled Agents (EA) is authorized to represent you directly before the IRS, so if a notice or audit arises, you’re never navigating it alone.
Tax Services Include:
- Individual Tax Returns
- Sole Proprietors, Partnerships, Corporations & S-Corps
- Nonprofit Tax Filings
- Multi-State Tax Returns
- Strategic Tax Planning & Liability Reduction
- Tax Law Advisory & Legislative Guidance
- Pro Forma Projections & Financial Forecasting
- IRS Representation
Accounting & Bookkeeping Services
Accurate financial records aren’t just good practice, they’re the foundation of every smart business decision. Whether you prefer to manage your own books with support or hand it off entirely, ATA Financial Group provides the accounting infrastructure to keep your business running clearly and confidently.
We work with QuickBooks and offer training for teams who want to manage their own records, or we handle monthly bookkeeping on your behalf.
Accounting Services Include:
- Accounting & Bookkeeping
- Monthly Bookkeeping Services
- Financial Statement Preparation
- QuickBooks Setup & Training
- Payroll Services
- Business Consulting
- Cash Flow Improvement Strategies
- Buy/Sell Business Evaluations
- Bonded Bill Paying
- Loan Application Support & Documentation
Frequently Asked Questions
Do you only handle taxes during tax season?
No. ATA Financial Group provides year-round tax planning and accounting services. Proactive planning throughout the year, not just at filing time, is often where the most savings happen.
What types of businesses do you work with?
We work with sole proprietors, partnerships, S-corps, corporations, nonprofits, and multi-state businesses across the Lehigh Valley, Pennsylvania and beyond.
What is an Enrolled Agent and why does it matter?
An Enrolled Agent (EA) is a federally licensed tax professional authorized to represent clients before the IRS. Having an EA on your team means that if you receive a notice, face an audit, or need to resolve a tax issue, you have a qualified advocate in your corner.
Can you help if I'm behind on filing or owe back taxes?
Yes. Our team can help you get back into compliance, communicate with the IRS on your behalf, and develop a resolution strategy that fits your situation.
Do you offer bookkeeping if I already have QuickBooks set up?
Absolutely. We offer QuickBooks training if you prefer to manage your own books, or we can take over monthly bookkeeping entirely, whichever works better for your business.
Do you offer services in Spanish?
Yes. Se Habla Español. We’re proud to serve Spanish-speaking individuals and businesses across the Lehigh Valley, Pennsylvania.