Welcome To

Todd & Todd

Developing personalized strategies to pursue better financial outcomes

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Preparation, Planning, & Strategy

Todd & Todd's goal is to work closely with each client to meet their specific needs. Located in Chester Springs for over fifty years, Todd & Todd has been a fixture in the local business community. 

Founder, Emory Todd’s bedrock philosophy has been to handle his smallest clients in the same fashion he handles his largest, paying special attention to the needs of each.

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Our Services

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Individual Tax Returns

The first step to maximizing your after-tax income is creating a comprehensive tax strategy. Our team is comprised of tax specialists with significant multidisciplinary experience, well-versed in the ever-changing tax law environment. Our preparation of individual tax returns ensures accuracy and compliance with federal, state, and local regulations.

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Business Tax Returns

We handle tax preparation for businesses of all sizes, including corporations, partnerships, non-profits, and LLCs. Our team ensures proper reporting, timely filing, and strategic tax planning to help your business thrive. By combining business tax strategies with our other services, we ensure business owners are prepared for every growth opportunity.

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Estates & Trusts

We provide guidance and preparation for estates and trusts to ensure proper tax reporting, compliance, and preservation of wealth for future generations. Our team helps navigate complex rules and optimize estate planning strategies, helping clients protect assets, manage distributions, and maintain alignment with broader financial goals.

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Wealth Management | Investment Solutions

Our full-service wealth management and investment solutions help clients pursue their goals with confidence. We provide personalized financial planning, portfolio management, retirement strategies, and risk management. By integrating tax, business, and estate planning, we ensure all aspects of your financial life work together for maximum efficiency and growth.

We provide comprehensive and specialized financial planning designed to help clients articulate and quantify financial goals, organize financial data and understand current assets, identify opportunities and potential risks and evaluate alternative strategies for growth and protection.

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    Mergers & Acquisitions

    We provide strategic guidance for mergers and acquisitions, including financial due diligence, tax analysis, and risk assessment. Our team helps businesses navigate complex transactions while optimizing financial outcomes. Wealth management services support business owners during M&A events by aligning proceeds, reinvestment strategies, and long-term financial planning.

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    Bookkeeping Services

    Our bookkeeping services ensure your business records are accurate, organized, and compliant. We handle day-to-day transactions, reconcile accounts, and maintain detailed ledgers, giving you a clear picture of your financial activity. We utilize the latest accounting software and best practices to ensure your books meet regulatory standards and are always ready for review

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    Financial Statement Prep

    We specialize in preparing accurate and comprehensive financial statements tailored to each client’s unique needs. Our team follows the latest standards to ensure that every balance sheet, income statement, and cash flow statement reflects an accurate view of your business. Our clear, organized reports that support informed decision-making and regulatory compliance.

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