The Bottom Line Inc

This is the 7th year I've used the Bottom Line -- Wally and Carolyn are responsive, helpful, warm, and do great work. Even when I make errors on my forms or need extra reminders to upload specific documents, Wally and Carolyn are helpful, patient, and collaborative. I would definitely recommend TBL (and I have!).
Jun 6th, 2021

Two friends/colleagues recommended Wally to me when I embarked on my journey of establishing a private practice in Psychology. Wally has a wealth of knowledge in this area that expands beyond taxes. He helped with my process and I am grateful. As a person in the healing arts profession, his relaxed energy is appreciated.
May 2nd, 2021

Oct 20th, 2020

Wally yearly provides a strategy for me to satisfy the taxes due to maintain my small business. His office offers services to help support my invoicing and documentation for ease of compiling all the numbers needed as proof to submit my tax documents at years end. Daunting for me; straightforward business for them.
Apr 24th, 2020

I was looking for an accountant with expertise in filing with the City of Phila as I do some work as an independent contractor. I found Wally at the Bottom Line to be incredibly helpful, friendly, easy to work with and competitively priced. I have been so happy to have him as my accountant over the past several years. He has also served my family well with advice about financial planning, and I worked with him one on one getting some financial coaching when life circumstances changed suddenly. This too, proved to be helpful, focused and on point. He provides low tech services (bring all your papers in) for my mom, and I appreciate the ability to upload documents to a portal from home. Win-win!
Mar 3rd, 2020