CAS: Tax, Accounting & Bookkeeping Services
CAS: Tax, Accounting & Bookkeeping Services

CAS: Tax, Accounting & Bookkeeping Services

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Introduction: *Currently accepting new tax clients for the 2022 tax year! We are an ALL VIRTUAL CPA firm we ask that you please only contact us if you are looking for virtual services* We are a virtual CPA accounting firm located in PA that helps individuals and businesses save time, money and headache by taking care of any and all accounting needs they may have! Contact us today so we can talk about how we can help you or your business save money and time! A Little Bit About Us: We are your Tax, Accounting and Bookkeeping Needs All In One Place ​Here at CAS, we are your small business accounting, bookkeeping and tax department all in one. We pride ourselves on our ability to offer a one stop shop for small businesses looking for outsourced accounting. Hiring an accountant can be costly for a small business owner looking to expand. We are a perfect way for a small business to get all the benefits of having an accounting department for a fraction of the price. We believe that taking care of all your bookkeeping, accounting and tax needs in one place allows us to know your business and goals in and out which enables us to help you with tax planning and other cost saving strategies to maximize growth with your company. This model is all backed by our active communication approach that allows our clients a constant open line of communication so we may always help with whatever accounting needs you may have.

Hired 10 times

Serves Northampton, PA

Background checked

License verified

2 employees

3 years in business

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This pro indicated that they reviewed CDC safety guidelines for COVID-19 and pledged to do the following:

Maintain 6 feet of distance from customers

Wear masks during the job

Disinfect surfaces touched during the job

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Customers rated this pro highly for responsiveness, work quality, and professionalism.

Exceptional 5.0

13 reviews


Read reviews that mention:

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Eric R.
May 22, 2021

Hired on Thumbtack

Hired on Thumbtack

Josh did a great job with our taxes on short notice. We are a two income household with 1099’s, W2’s, stock accounts and rental property. He was able to navigate everything with no problem. We also appreciate the responsiveness to questions and quick turnaround on work product.
Individual Tax Preparation
pro avatar
Joshua K.
Nov 9, 2020

Hired on Thumbtack

Hired on Thumbtack

I am a self-employed contractor and I was looking for someone to calculate my quarterly taxes and eventually file 2020 taxes. Joshua was very responsive, professional, and detail-oriented while working on the calculation. He was easy to communicate with and made sure that every detail was accounted for ;). I am looking forward to working with him again when I need to file my 2020 taxes, which is not something I thought I would say!
pro avatar
Elvina L.
Oct 10, 2021

Hired on Thumbtack

Hired on Thumbtack

Joshua is professional, prompt and gets things done. In the beginning there was a lag in getting response by email in terms of when the return would be filled but very minimal so it does not cause me to take 1 star off. There was a significantly delayed return due to IRS and Josh was very pleasant in responding to my emails. Would definitely use his service again.
Individual Tax Preparation
pro avatar
Sheryl B.
Oct 11, 2020
Josh prepared my taxes very quickly and accurately. I truly appreciate him and his hard work. Very rare to find someone who's so people orientated and friendly. I have 100% confidence in my tax accountant. I am very pleased with my service and will return.
pro avatar
Woo K.
May 7, 2021

Hired on Thumbtack

Hired on Thumbtack

Great working with him. He made it easy and simple. Super professional, and overall great person I felt like I could really trust. I really appreciated his responsiveness and speed.
Individual Tax Preparation

License Type: CPA - Certified Public Accountant (PA)

License verified on 12/4/2021

Background Check

Joshua Chapel


  • What should the customer know about your pricing (e.g., discounts, fees)?

    We have a standard pricing system, we consider ourselves a one stop shop for all accounting needs for small businesses therefore we offer monthly fixed pricing that includes bookkeeping, tax planning consultants, tax preparation at year end, payroll completion and filing, financial statement preparation and analysis as well as CPA consultation when requested. We do offer these services separate from the fixed package but on an hourly basis when requested individually.

  • What is your typical process for working with a new customer?

    My typical process starts with a phone call to introduce myself as well as learn more about the business and services a customer is looking for. I offer free consultations to any new prospective clients so we can ensure that I offer and can help with the needs of the business. After our initial phone call, I will typically discuss with the client the services I believe would be beneficial to them and how I can help them grow! This is followed up by a quote of services and additional phone calls if the customer would like to do so.

  • What education and/or training do you have that relates to your work?

    I am a Certified Public Accountant (CPA) licensed in Pennsylvania. I have been licensed for over a year and half and have been within the accounting field for 4 years. Within my time I have worked with many small businesses across multiple industries helping with auditing, tax, bookkeeping and accounting needs. To give some examples of my experience I have helped clients in the tax planning and preparation process, prepared financial statements, cleaned up and adjusted bookkeeping, preformed bookkeeping services as well as performed analysis on financial data with respect to multiple scenarios a client has requested guidance on.

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