Financial Services by:
 Dougherty Financial Consultants

With offices in Philadelphia and South Jersey,  the Certified Public Accountants (CPA’s) at Dougherty Financial Consultant’s provide comprehensive accounting, bookkeeping, tax preparation, payroll processing as well as a variety of personal and business insurance products. We are committed to meeting all your financial service needs as an individual and/or business owner. CPA 08088

 

 We are experts in small business accounting, offering innovative solutions to all your small business bookkeeping services, tax accountant, payroll services and business insurance needs. At Dougherty Financial Consultant’s, we take pride in providing the value our clients expect and deserve.

 
Jacquey Dougherty has been a C.P.A. in Pennsylvania since 1978 and in New Jersey since 2009. She is a Licensed Insurance Producer in Pennsylvania and New Jersey since 1999. She is also a Certified Senior Advisor since 2004.

CPA tax preparation and retirement plan for small business. To do bookkeeping by bookkeeper or book keeper. What is bookkeeping? For the estate plan and how do I set up a business?CPA 19145


Philadelphia   215-462-8970                      South Jersey 609-654-7783
1625 Oregon Avenue                                                         37 Breckenridge Drive
Philadelphia, PA 19145                                        Shamong, NJ  08088
 
 
spacer picture
Tax Preparation
At Dougherty Financial, we work closely with our clients to educate and guide them through a full range of tax planning and preparation decisions.We formulate honest strategies that minimize your tax liabilities. Our expertise and experience allow us to optimize financial opportunities for you.We are knowledgeable on Federal, State and Local tax laws and the ways in which they effect our South Jersey and Philadelphia clients. We stay updated on changes as they occur and can make them work to your benefit. We work throughout the year to get you the great professional tax preparation and tax filing help you need during tax time. We don't stop after April 16th We focus all year long on improving our professional tax preparation and tax filing services through educating ourselves on the latest updates and changes that occur with your finances as well as tax laws


    spacer picture
    Certified Senior Advisor

    Jacquey Dougherty is has received specialized training in aging and the important issues that effect seniors. All CSA candidates must pass a challenging national exam to demonstrate their comprehension of what is taught in the CSA curriculum. A Certified Senior Advisor must  pass an exam, meet all the requirements, and agree to live up to high ethical and professional standards in order to use the designation Certified Senior Advisor. When you work with a professional who has added the CSA designation to his or her credentials, you know you're working with someone who has invested time and effort in learning about the things that are important to you.
     



    spacer picture
    spacer picture
    Philadelphia and South Jersey
    Contact Information
    client1.gif
    Philadelphia Office

    Jacquey Dougherty
    Dougherty Financial Consultants, Inc.

     
    1625 Oregon Avenue
    Philadelphia, PA 
     19145
     
    (215) 462-8970
    (215) 462-3706 (fax)
     

    client2.gif
    South Jersey Office

    37 Breckenridge Drive
    Shamong,NJ

      08088
     
    (609) 654-7783
    (609) 654-6976 (fax)

    client3.gif
    Email and Cell


    cell (609) 313-7098
    jacquey@doughertyfinancial.com


    spacer picture
    spacer picture