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Robert Scotese of Scotese & Company CPA
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Accounting and Tax Preparation

May I introduce myself to you?
I am Robert Scotese.
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My accounting practice as a C.P.A. in Philadelphia and Northeast Philadelphia includes assisting individuals and small businesses with all their accounting and tax preparation needs. As a sole practitioner, each of my clients gets all of my skills brought to bear on each issue that confronts them

Details: BS in Accounting, Pennsylvania State University December 1987. Juris Doctor, Temple University, May 1995.

Admitted to practice law in the Commonwealth of Pennsylvania, United States District Court Eastern District of Pennsylvania, and the United States tax Court. Certified Public Accountant licensed in to practice in the Commonwealth of Pennsylvania.

Member American Assocation of Attorneys/Certified Public Accountants.

National Practice Accounting Tax Preparation - Scotese & Company

With clients in many states, I am regularly keeping up to date with state tax law changes and future direction.

Now that we can all communicate so easily over the web as well as faxing and phone communication, it is an easy matter for my accounting and tax return clients to be based anywhere in the US and for me to give them personal care as if they were at our offices in Trevose, Pennsylvania.

Value of Legal Representation Combined with Accounting Skills

As an attorney and CPA, I find that I am able to move with ease through issues for my clients. With this combination of skills the need for increased representation costs is substantially reduced.

At the same time, the combination of legal and accounting practices in one man can all solve issues with speed and directness.

Robert Scotese, Esq. - Attorney & CPA
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Legal Care in Philadelphia, Bucks County, Delaware Valley

My practice as an attorney in Philadelphia, the Delaware Valley, and Northeast Philadelphia ranges from bankruptcy, estate planning, tax advice and representing, real estate and general practice.

I like to think of myself as a small town lawyer resolving all the issues that come up for my clients.

Although I do not practice criminal law, I do work closely with an associate who is a criminal attorney.

Small Business Attorney - Legal Care & Representation in Philadelphia, Bucks County, Delaware Valley

I represent a number of small businesses and feel honored to represent the businesses and their owners.

Personal Legal Care & Representation - Bucks County, Philadelphia, Delaware Valley

I have been practicing since 1996 and have had a board experience dealing with the issues that an individual confronts and for which it is possible to plan. My skills are in avoiding pitfalls and discovering sensible ways of moving forward.

Estate Planning throughout the 50 States of the US

With Robert Scotese's extensive knowledge in estate planning, it is possible to craft a plan -- a coherent set of goals for protecting, growing, conserving, and dispersing the assets both physical and emotional of a lifetime.

As a simple estate planning example: one of Mr. Scotese's personal and small business clients needed to organize a set of parents' futures. They had limited and modest resources and those cash resources were largely tied into a highly risky set of stock investments that would be unable to beat inflation because it was paying 2.1% in management fees. The second part of their retirement future was a 401K annuity with a well know life insurance company. Once again, the hidden fees were eating into the initial investment. Finally, there was a wholly owned property.

One parent's health prognosis was not good. There needed to be contingency plans for long term nursing home care.

With guidance from Mr. Scotese's legal and accounting knowledge, the stock and 401K investments were converted to cash and invested in a rental property that would yield better than a 6% annual return on investment and provide a reasonably secure cash stream as earning power diminished. Finally, the wholly owned house was given to their children and leased back to them for a token amount.

Now their stock investments and been given more security, their cash stream had multiplied, and their house was preserved as an asset within the family. The parents feel secure. Their investments have minimal risk. Their future is theirs.

The synergy of legal and accounting knowledge combined with practical, easily attained goals. Attorney and CPA skills were able to bring perspective to this small business client's concerns.

Robert Scotese CPA Works For MD'S and All Healthcare Professionals

Health Care Professionals

Scotese & Company is a full-service accounting firm specializing in income tax return preparation for health care professionals. Tax returns for MD's and health care professionals create certain tax consequences and benefits of which we have detailed and efficient knowledge certain As a resident physician, your situation is unique. You may have moonlighting income or purchased a computer or organizer for work, or have work-related business deductions such as dues, journals, licenses, conferences, examination fees, cell phone or internet use, or car expenses. Because we have been servicing health care professionals for over 10 years, we know all the deductions that may reduce your taxes.

Special Offer to Residents for 2006 Tax Preparation

 

 
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