Our Story
Founded in 1991, T.J. Phelan & Associates, LLC has been guiding individuals and businesses toward financial success through personalized tax planning, accounting, and consulting services. With a deep understanding of ever-changing tax laws and a commitment to personalized client service, we empower our clients to maximize their financial potential.
Our Team
Led by Tim Phelan, a seasoned Certified Public Accountant (CPA) and business owner, our team brings extensive experience and specialized skills to every engagement. Supported by his talented wife Julie and two dedicated associates, Alec and Luke, we ensure personalized attention and seamless guidance throughout your financial journey.
Our Philosophy
Our core values are deeply rooted in faith, family, and country. We consider our clients to be part of our extended family and tailor our services to meet their unique needs and circumstances. We believe in transparency, open communication, and building lasting relationships based on trust and mutual respect.
Tax Preparation
- Individual tax returns for all filing statuses, maximizing deductions and credits
- Business tax returns for sole proprietors, S Corps, C Corporations, and LLCs
- Specialized guidance for working families, retirees, and homeowners
Accounting & Bookkeeping
- Comprehensive accounting and bookkeeping services, tailored to your specific needs
- Financial statement preparation and analysis
- Financial planning and forecasting
- Implementation and management of your financial systems
Business Consulting
- Business valuation and acquisition/sale assistance
- Financial consulting and planning for startups and established businesses
- Comprehensive start-up services from concept to operationalization
Additional Services
- Tax resolution and IRS representation
- Personal financial planning
- Business valuation and litigation support
Working with T.J. Phelan & Associates, LLC
We believe in a collaborative and personalized approach to financial guidance. We take the time to understand your unique circumstances, goals, and challenges to tailor our services to your specific needs. With us, you'll get:
- Experienced and dedicated professionals
- Personalized attention and customized solutions
- Clear and concise communication every step of the way
- Transparent pricing and flexible payment options
Overall Experience
The reviewers have expressed their satisfaction with the tax services provided by Tim and TJ Phelan & Associates. They have praised the efficiency, promptness, and friendliness of the staff.
Key Strengths
- Efficiency and Responsiveness: Reviewers have appreciated the quick response and efficient service provided by the team.
- Friendly and Personable: The staff has been described as friendly, personable, and a great group of people to work with.
- Quality of Service: The reviewers have praised the quality of tax services provided, citing fair pricing and excellent work.
Recommendations
All reviewers have highly recommended TJ Phelan & Associates to others, citing their positive experience and the quality of service provided.
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