Seminar Sponsors

Are you interested in becoming a seminar sponsor? 

Contact us for additional information.

Our Seminar Sponsors

Accupay Payroll
51 years of processing Payroll, Tax Filing and Human Resources Services Right…On Time.

Anthony DePaul
Office # 267 803 1213
Cell 215 205 2379
ADePaul@accupay.net

Chuck Freeburger
ChuckF@accupay.net

www.accupay.net

CostSeg Energy Solutions helps building owners and leaseholders save on Federal Income taxes through engineering-based Cost Segregation, helps businesses and consumers save on their energy consumption and helps them save in a number of other areas in which they spend money.

Jerry Lotz
2518 Perring Woods Road
Baltimore,  MD  21234

410-878-2553 – (o)
410-960-8269 – ©

jlotz@costseges.com
www.costseges.com

Day-To-Day Financial Management, LLC

Making Life Easier and Providing Peace of Mind.

As Daily Money Managers we work with your client to make sure that bills are paid accurately and on time, correspondence is responded to, financial records are accurate, required tax documents are gathered  and that medical bills are understood.

Dawn Wright
Owner and Daily Money Manager
215-262-2258
215-598-0346

www.daytodayfinancial.com

NATIONAL ACCOUNTING SALES, INC.

National Accounting Sales is a firm specializing, from listing to closing, in the sale, merger and purchase of tax and accounting practices.

nationalaccountingsales.com

 

Pennsylvania Office
Jim Cochran
215-570-4710
jimcochrannasi@gmail.com

National Office
Cliff Reiter
914-705-5345
cliff@nationalaccountingsales.com 

Precise Payroll

Providing modern technology with old fashioned customer
service.

Quaint Oak Bank

Quaint Oak Bank is a local community bank providing business and personal banking and lending solutions since 1926.

Delaware Valley Regional Office (Corporate Headquarters)

501 Knowles Avenue
Southampton, PA 18966
Office: 215.364.4059
www.quaintoak.com

Registered Agents Legal Services, LLC

We form LLCs and Corps in any State and can offer Registered Agent services for less.

Michael Ashley
michael@inclegal.com

1013 Centre Road, Suite 403S
Wilmington, DE  19805
800-400-6650 
www.inclegal.com
info@inclegal.com 

Secure Planning Group
Secure Planning Group is a full Independent financial planning firm that specializes in Generational Family Planning as well as Corporate Retirement Plan Management (401K, 403b, 457, SIMPLE, SEP, Profit Sharing, Cash Balance, MEP)

 

Financial Planning : Investment Strategies: Insurance : Corporate Retirement Plans

 

Neil Gordon,  AIF®, ChFC®, CRPS®
200 Gibraltar Rd. Suite 315
Horsham, Pa. 19044
neil.gordon@securepg.net

Office : 215-540-5566
Cell :     215-962-8739
Fax :     855-824-8885

www.linkedin.com/in/neilgordon1/

TITAN Mobile Shredding
TITAN Mobile Shredding offers NAID AAA certified on-site document shredding with superior customer service.  TITAN also destroys hard drives and other information technologies. For more information click on our logo, call or email. 

Michael DeLaurentis
6110 Kit Road
Pipersville, PA 18946
(215) 766-3480
michael@titanshredding.com
www.titanshredding.com

TransAct
For over 15 years, TransAct merchant services has helped accounting firms, and their clients, accept payments over the phone, in the office, or online and with our suite of digital payments we reduce the time of collections and bookkeeping with our seamless QuickBooks integration.

 

Mary Ann Robinson
4387 Swamp Road
Doylestown PA 18902
267-968-6232
maryann@transactcc.com
www.TransActcc.com

USA Payroll