THE POWER OF ONE
THE STRENGTH OF A FIRM
Our clients get a diversely experienced team, not a single accountant. Each client is serviced by at least one partner and a staff professional to ensure continuity, consistency and availability at all times. Our professional advisors keep clients informed about current business developments, financial opportunities and tax information to help them make decisions critical to their success.
40 Years of tax and accounting experience
We have built our reputation based on integrity, dependability, and precision. We listen, we are proactive, and we tell it like it is.
WE TAKE A STRATEGIC APPROACH
Setting your course for sustainable growth or weathering economic storms starts with developing a sound financial strategy. It includes forecasting future income as well as cost overhead management. It means making sure that you have the appropriate structures in place for accounting and tax planning. Creating a sound financial framework will also create the peace of mind that comes with understanding your current reality and having strategic support with you when you need it.
Accounting
Financial statement preparation: monthly, quarterly, annually
Audits, reviews, compilations, and attestation services
Software selection
Bookkeeping services
And more …
Tax
Individual and Business
Income tax preparation
Income tax planning and consulting
Sales tax return preparation and compliance
Payroll tax consulting
And more …
Valuation & Litigation Support
Preparation for sale
Buy/sell agreements
Transfer/sales of business/mergers & acquisitions
Estate & gift tax valuations
Succession planning
And more…
Unmatched Expertise
Our accounting and auditing services represent nearly every facet of the economic spectrum. BTGF clients get a diversely experienced team, not just a single accountant.
AREAS OF EXPERTISE
Business Valuation and Litigation Support
Business valuation and forensic auditing
Damage & lost profits analysis
Loss compensation analysis
Financial damage assessment
Financial & tax reporting for potential sale
Exit planning strategies
Non-Profits
Budgeting & cash flow
Corporate governance
Conflict of interest policies
Unrelated business taxable income
Financial & government reporting
Allocation of functional expense analysis
Audit, review, and compilation
Tax services
Manufacturing
Utilizing sales tax exemptions
Product costing
Cash flow
Profit forecasting models
Balancing cash flow with tax efficient structures
Real Estate
Cost Segregation
Proper determination of real estate professional status
Maximizing qualified business income deductions
Financing for real estate projects
Cash flow analysis
Retail
Management of cash flow
Gross profit and break-even analysis
Sales tax compliance
Compliance with Wayfair Decision
Forecasting and Projections
meet the
btgf team
Our decades of experience working closely with our clients and each other has forged an unrivaled team of professionals that can confidently and expertly handle all of your financial concerns and opportunities.
TESTIMONIALS
“I have worked with BTGF for over 20 years and during that time I have developed a strong relationship with the members of the firm. The partners I work with at BTGF are very accessible, knowledgeable, and always looking out for my company’s needs. I can’t imagine a more responsive CPA firm.”
“I need to work with people who specialize in my business because I have too much invested to rely on someone who isn’t an expert. My team consistently gives sound advice and minimizes my tax liabilities.”
“My company has come to rely on BTGF for more than 22 years. They provide me with all of the resources and expertise of a larger firm, but give me the personal attention of a small one.”
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Ira Feldman
Josh Taylor - CPA, Managing Member
Specialty- Conducting individual and corporate tax audits with government agencies, accounting and auditing services to a variety of clients including nursing/assisted living homes, non-profit organizations, manufacturers and auto dealerships. Josh has been preparing Medicare and PA Medicaid reports for over 35 years.
When not working- Josh enjoys tennis, fishing and relaxing with his family at the Jersey shore.
Josh Taylor
Bonnie Longhitano
Jack Petersen
Greta Kleyman
Drez Castelli - Staff Accountant
Drez is a graduate of West Chester University, where he earned his degree in Accounting. With a strong focus on tax and bookkeeping services, Drez caters to the needs of small businesses, offering expert financial management solutions.
In addition to his professional endeavors, he is an avid skier and enjoys spending quality time with loved ones. He can often be found supporting the Philadelphia Eagles and the 76ers.
Drez Castelli
Corinne Grubbs- Administrative Assistant
Services- Staff support
When not working: Reading, shopping, watching her favorite TV show, and spending time with her family.
Corinne Grubbs
Ellen Goldblatt - Staff Accountant
With over 35 years of dedicated experience in accounting and tax preparation, Ellen specializes in assisting small businesses and individuals with their financial needs.
Outside of work, Ellen finds joy in spending time with her three wonderful grandchildren, beloved husband, and cherished family. You'll often find her at the gym or engrossed in a good book on her Kindle.
Ellen Goldblatt
Julie Dina - Administrative Assistant
Services - Staff SupportWhen not working: Enjoys cooking/ baking and spending time with her family at the beach.
Julie Dina
Heather Reis - Office Administrator
Services- Client correspondence, handling tasks for upper management staff, coordinating activities across departments, preparing payroll, assigning and preparing clerical functions, and supervising various duties for administrative staff.
Heather enjoys reading, spending time at the beach, taking Zumba and HIIT classes, and spending time with her husband and family.
Heather Reis