Personalized Tax Preparation, Accounting, and Planning Services
Find clarity and build a lasting relationship with a trusted CPA.
Individual Tax Preparation
While we specialize in handling complex tax situations, all taxpayers can benefit by working with an experienced CPA.
- Equity compensation
- Rental properties
- Self-Employment income
- Investment portfolio income
- Maximizing tax credits & deductions
- Foreign income and accounts
- Limited partners & investors with K-1 income
- Non-resident or multiple state returns
Business & Trust Tax Preparation
Work with a trusted CPA to handle your business or trust compliance.
- S Corporation
- C Corporation
- Partnership
- Limited Liability Company (LLC)
- Fiduciary / Trust Income Tax Returns
Small Business Accounting
Make the best decisions in your business by keeping timely financial records and measuring performance.
- QuickBooks Online setup
- Bank account, credit card, fixed assets, and loan reconciliations
- Payroll and Sales Tax Returns
- Profit & Loss and Balance Sheet reporting
- 1099-NEC / MISC preparation
- Year-round access to your CPA
Tax Planning & Consultation
Avoid costly mistakes or find answers to your most challenging planning questions.
- ROTH IRA conversion strategies
- Charitable giving strategies
- Retirement tax bracket management
- IRS and State tax resolution
- Income tax projections and planning
- Estimated tax preparation
- Business consulting
- Personal financial planning
Jason R. McWilliams, CPA, PLLC
We are a CPA firm with a focus on meeting the needs of individuals, families, and small businesses. By incorporating our expertise in tax, accounting, and financial planning, we are able to deliver unmatched value to our clients. We are proud to serve clients in locally in Delaware County, Pennsylvania and all over the country. We view every client relationship as a partnership and truly believe that our success is a result of your success.
*Jason R. McWilliams, CPA, PLLC does not provide financial statement review, audit, or other assurance services.
Professional Service
We strive to provide our clients with a high level of service, transparent pricing, and open communication. We believe that all relationships are built on a foundation of mutual respect.
Years of Experience
With more than a decade of experience in assisting individual and small business owners, we take great pride in the work that we do to help our clients achieve their goals.
Serving Your Business
We provide “Big Firm” knowledge and expertise while assisting our clients to succeed in both their business and personal pursuits.
ABOUT
Jason R. McWilliams, CPA, CFP®
Owner
I’ve spent more than a decade in public accounting from local firms, to one of the largest “Big 4” accounting firms in the world. I find assisting clients to navigate the complex issues that face them personally and in their businesses tremendously rewarding.
I am a Pennsylvania licensed Certified Public Accountant, as well as a CERTIFIED FINANCIAL PLANNER™ professional. I’m a member of the American Institute of CPAs and the Pennsylvania Institute of CPAs. I hold a Bachelor of Science degree in Accounting from Rowan University.
I live in Delaware County, Pennsylvania with my wonderful wife Whitley and our beautiful daughter.
“Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.”