We specialize in a variety of financial services designed to support your business’s growth and stability, including:

• Accounting
• Audit & Assurance Services
• Business Advisory
• Business Succession Planning
• Business Valuations
• Estate Planning
• Forensic Accounting & Litigation Support
• International Services
• Tax Services

Wouch Maloney works with clients across a wide range of industries, providing accounting, tax, audit, and advisory services tailored to the specific needs of each sector, including:

• Construction: More than 70% of our clients are in the AEC industry (Architecture, Engineering, and Construction), working closely with general contractors, subcontractors, and construction business owners. Our team understands the nuances of construction accounting and assists with job budgeting, forecasting, cash flow management, and business succession planning.
• Real Estate: Over 35 years of experience providing accounting, audit, tax, and advisory services to real estate developers, residential home builders, and commercial and industrial building management companies.
• Consumer Products & Retail: Our team has over 25 years of experience serving consumer products and retail clients and provide strategic solutions to the complex accounting and business challenges facing the industry.
• Employee Benefit Plans: Specialized audits to ensure compliance as required with ERISA and Department of Labor standards.
• Healthcare & Life Sciences: Guidance navigating complex regulatory and financial environments.
• Manufacturing & Industrial Products: Accounting and advisory services with an emphasis on cost controls, efficiency, and financial reporting.
• Professional Service Firm: Services for law firms, dental practices, medical practices, architecture firms, engineering, and other professional services organization requiring industry specific accounting, tax, and advisory support.
• Wholesale Distribution: Accounting and advisory services addressing inventory complexity, cash flow planning, and operational scalability.

Deciding between a CPA and a tax preparer depends on your specific needs and the complexity of your financial situation.

A CPA is a full-service financial professional and is generally the right choice for someone who wants accounting, audit, tax or business advisory services year-round or who would benefit from tax planning in advance of filing. 

A tax preparer is someone who prepares and files taxes and is generally the right choice for someone who specifically needs help when it comes time to file.

Ultimately, only you can decide which tax preparation method will work best for your situation.

For help determining which option is best for you, contact us today.

Our process is designed to ensure that every client receives personalized, proactive service:

1. Initial Consultation: We set up a meeting, either in person, by phone or online to understand your specific needs, discuss the services that you will need. We may ask for a copy of your previously filed tax return to provide you with a price quote.
2. Document Collection: We will provide a secure link for you to upload your financial documents and other business records.
3. Custom Solutions: Based on our review, we offer tailored solutions to meet your unique financial needs and goals.

Yes. Business succession planning services are available for business owners preparing for the future of their business, retirement, or next chapter of their lives. Support includes evaluating ownership and exit options, preparing future leaders, addressing tax and valuation considerations, and creating a plan that aligns personal goals with long-term business continuity.

Forensic accounting involves investigating financial records to detect fraud, theft or discrepancies. It is often utilized in legal disputes, insurance claims or to uncover financial misconduct within an organization.

Yes. Estate planning services are available for high-net-worth individuals and families looking to protect personal assets and plan for the transfer of wealth. Support may include evaluating assets, beneficiaries, and goals, and identifying strategies to reduce estate and gift tax exposure, such as trusts, charitable giving, and wealth transfer planning.

A business valuation is often required for estate planning, buying or selling a business, shareholder disputes or divorce proceedings. Our valuation team has the experience and credentials to provide supportable opinions and expert witness testimony as to the value of businesses and professional practices. Credentials include Certified Valuation Analysts (CVA), Accredited in Business Appraisal Review (ABAR), Certified Public Accountants (CPA), and we are members of the National Association of Certified Valuators and Analysts (NACVA).

Pricing is based on the services you need. No two businesses or individuals are the same, so our pricing will be unique to each situation. After an initial meeting or call, we may ask for additional information to provide an accurate price for your situation.

We offer competitive pricing for services like tax preparation, business valuations, and consulting. We will provide a clear estimate after an initial consultation to ensure transparency and alignment with your goals.

Both. We specialize in tax preparation for self-employed individuals and small business owners. Whether you need help preparing to file taxes, selecting an entity for your business for tax advantages or planning for the future, we offer comprehensive solutions for all types of clients.

Wouch Maloney provides tax planning, tax preparation and will file your taxes. We focus on proactive tax planning to help you minimize future tax liabilities and ensure you make informed financial decisions throughout the year. Our tax preparation services ensure your filings are accurate, timely and compliant with IRS regulations.

No. While we are proud to be a leading firm in the Philadelphia area, we serve businesses and individuals regionally, nationally and internationally. We utilize secure technology to collaborate effectively with clients regardless of their location.