Welcome to JoQuin Associates, Your Business Financial Expert in Bucks County, PA!

Fulfill your tax obligations with better profit margins. We’ll help you become a tax pro with curated advice, solutions, and tools.

Tax Services

Investment Planning

Non Profit Accounting

Accounting & Bookkeeping for SMBs

Keep a finger on your business’s financial pulse. From payroll to profit analysis, let JoQuin Associates take care of the numbers.

Investment Planning for Growth

Scale successfully. Determine where and when to invest for sustainable business growth.

Expert Tax Solutions for SMBs

  • Business Tax Preparation: Simplified and Strategic Solutions for SMBs.
  • Trusts & Estates: Protect and optimize your business assets.
  • Non-Profits: Unique tax solutions for non-profit organizations.
  • Proactive Tax Planning: Minimize liability and maximize opportunity.

Navigating the IRS as an SMB

Don’t let IRS challenges stifle your business growth. JoQuin Associates is here to negotiate and represent your interests.

Business Incorporations & Filings for the Modern SMB

Strategize, start and sustain your business entity with experts who understand the SMB landscape.

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Nonprofit Organization Services

At JoQuin Associates, we recognize the heart, passion, and purpose behind every nonprofit organization. With that recognition comes our commitment to provide specialized accounting services tailored to the unique requirements of the nonprofit sector.


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Nonprofit Tax Compliance & Filings

Understanding the nuanced landscape of nonprofit tax regulations is vital.

  •  Proper filing of Form 990, the Return of Organization Exempt from Income Tax, ensuring transparency and adherence to IRS requirements.
  • Compliance with Unrelated Business Income Tax (UBIT) regulations, ensuring that any income generated from activities unrelated to the main nonprofit purpose is reported and treated correctly.
  • Streamlining of state-specific filings and other regulatory requirements to keep your nonprofit in good standing.

Securing Your 501(c)(3) Status

Starting a new nonprofit? We can guide you through the journey:

  •  Consultation on the essentials of creating a nonprofit, including mission definition, bylaws, and organizational structure.
  • Assistance with the Form 1023 application for Recognition of Exemption under Section 501(c)(3) of the Internal Revenue Code.
  • Guidance on documentation and record-keeping essential for maintaining your exempt status. 

Fund Management & Reporting

Ensure every dollar you raise is accounted for and maximized:

  • Efficient fund accounting practices to track and report specific donations, grants, and other sources of funds.
  • Clear, transparent **financial statements** that meet the requirements of donors, board members, and regulatory agencies.

Financial Planning & Strategy

Equip your nonprofit with the tools to thrive:

  • Budgeting and financial planning specifically geared towards the nonprofit sector.
  • Guidance on potential grants and funding opportunities to bolster your organization’s mission.

With JoQuin Associates, you’re not just gaining an accounting service; you’re gaining a partner dedicated to bolstering your mission and ensuring your financial processes are transparent, compliant, and efficient. Allow us to handle the numbers, so you can focus on making a difference.


For the High-Earning Individual: Navigating Complex Financial Landscapes

High-earning individuals with diverse financial portfolios require specialized attention. Whether you’re managing trusts, substantial investments, or intricate tax scenarios, JoQuin Associates has the expertise you need.

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Advanced Investment Planning

With greater wealth comes increased complexity. Let us guide your investment strategy, ensuring it aligns with both your immediate needs and long-term aspirations.

Download Our Advanced Investment Guide PDF

Expert Tax Planning and preparation for High-Income Individuals

  • Trusts & Estate: Safeguard your assets and ensure your legacy remains intact.
  • Diverse Income Streams: Expertly navigate the complexities of varied income sources, from royalties to dividends.
  • Strategic Tax Minimization Advanced strategies to protect your wealth and optimize your financial standing.

Request a Personalized Tax Consultation

Asset & Trust Management

Your trust and assets are in safe hands. From creation to management, our team ensures they align with your financial goals.

Learn More About Trust Services

Holistic Financial Advisory

Beyond mere numbers, understand the story of your wealth. We provide a 360° view of your financial landscape, guiding decisions that resonate with your life goals.

High wealth. High complexity. High care. JoQuin Associates offers specialized services tailored for individuals with intricate financial landscapes.

Benefit from our comprehensive financial services, uniquely designed for high-earning individuals.

Schedule a Financial Overview Session

JoQuin Associates: A Partnership That Grows with Your Business in Warminster, PA

Special Offer: SMBs New to JoQuin Associates

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