Client Services

Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

Tax Services

We offer a wide array of tax preparation and planning services. Our offices are open year round so we'll be available to help you plan during the year and make sure you receive every deduction to which you're entitled.

It is our goal to make tax time as painless as possible. We can provide client organizers, if requested, to help you organize all of your documents. We will file your Federal and State return(s) electronically and carefully explain any actions you must take along with answering any questions you might have. Additionally, we'll be more than happy to help with any tax notices you receive.

Our tax professionals have worked with individuals and businesses of all sizes and industries. Listed below you'll see a sampling of the services we provide.

  • Individual & Business Tax Preparation
  • Estate & Trust Tax Preparation
  • Non-Profit Tax Preparation
  • Tax Planning
  • Tax Representation

Audit & Assurance Services

Our firm has experienced teams in both offices available to help you with your financial reporting needs. We understand that the reporting process can be a daunting task, but our firm will help you select the right type of service for your needs.

Providing service of the utmost quality and integrity has always been a primary goal of ours. We are members of the American Institute of CPAs (AICPA) and the Pennsylvania Instititute of CPAs (PICPA). We also undergo the peer review process required of firms issuing reports in accordance with AICPA standards. In addition, we are members of the Employee Benefit Plan Audit Quality Center of the AICPA which requires adhering to strict levels of quality and ethical control.

Please see below for some of the services we provide.

  • Audits, Reviews, & Compilations
  • Employee Benefit Plan Audits
  • Agreed Upon Procedures
  • Internal Control Review
  • Financial Forecasts & Projections

Accounting Services

Well-organized financial records are essential to smooth business operation. Our qualified staff are available throughout the year to help you with a wide range of services that will keep your business operating efficiently.

We have numerous CPAs, CVAs, QuickBooks Pro Advisors, and payroll specialists ready to help you with any accounting query you might have. Below you'll find a listing of the most common accounting services we provide.

  • Bookkeeping/Write-up
  • Business Valuation
  • Cash Flow & Budget Analysis
  • Payroll
  • Accounting Software Selection and Setup