Business Details
Trusted Accounting and Tax Services in Allentown, PA
Greenberg Kennedy has built a legacy of trusted accounting and tax services, serving clients for decades with unwavering dedication. Our team has consistently prioritized personalized client relationships, technical excellence, and proactive advisory solutions. Through our recent partnership with KDG, we have ensured seamless continuity of service while expanding our capacity to deliver innovative financial strategies. Our professionals bring deep expertise in individual, business, and nonprofit tax matters, supported by rigorous certifications and decades of combined experience. We have always maintained strict confidentiality and security protocols for client data, with a proven track record of accurate, timely filings. Our commitment to transparency and client education has fostered long-term trust, with many relationships spanning generations.While this marks a transition in leadership, our core values of integrity and service excellence remain unchanged. We have carefully vetted KDG to ensure they uphold the same standards that have defined our practice. This partnership represents a strategic evolution rather than a disruption, with dedicated transition support from our existing team. Our clients can continue relying on familiar processes while benefiting from enhanced resources and technological capabilities. We remain personally involved through this transition period to guarantee no compromise in service quality or attention to detail.
Services
Tax Preparation
Audit Support
Nonprofit Filings
Financial Advisory
Document Transfer
Highlights and features
- We offer decades of combined experience in accounting and tax services
- Our team includes certified professionals with legal and technical expertise
- We guarantee seamless transition support during ownership change
- Our data security protocols protect sensitive client information
- We maintain transparent fee structures with no unexpected charges
Associations and certifications
- Certified Public Accountants
What people say
On-time filings
Strategically reduce tax burdens
Personalized attention
Seamless transition
Expert guidance
Services
Tax Preparation
Our tax preparation service ensures accurate, timely filings for individuals and businesses. With experienced CPAs handling complex returns, we maximize deductions while maintaining compliance. Clients benefit from personalized review of unique circumstances and strategic planning for future tax years.
Audit Support
We provide comprehensive audit support for ongoing and future tax examinations. Our team maintains continuity for existing audits while KDG specialists handle new requests. This includes document organization, representation, and resolution strategies backed by decades of technical expertise.
Nonprofit Filings
Specialized tax filing services for nonprofit organizations, including Form 990 preparation and compliance guidance. Our team understands nonprofit accounting requirements and maintains continuity for existing clients through the transition to KDG's expanded resources.
Financial Advisory
Strategic financial advisory services focus on long-term tax optimization and business growth. We provide tailored recommendations based on individual circumstances, with KDG's expanded capabilities enhancing our ability to deliver comprehensive solutions for wealth management and organizational development.
Document Transfer
Secure document transfer process protects client information during transition. We implement encrypted digital transfer methods while maintaining physical records access. This ensures uninterrupted access to historical tax documents and sensitive financial information throughout the migration period.
People
James H. Kennedy
Founder
James H. Kennedy, CPA, founded Greenberg Kennedy and has served clients for decades. With extensive experience in tax preparation and advisory services, he personally oversees the transition to KDG to ensure continued service quality.
Kyle David
Owner
Kyle David, owner of KDG, brings IT expertise and growing tax practice leadership to the partnership. He has developed a comprehensive transition plan to maintain service continuity while integrating new clients into KDG's established systems.
Michele
Tax Director
Michele, KDG's Tax Director, is a CPA with over 20 years of experience and a Juris Doctorate. She leads the tax team with advanced technical knowledge and legal understanding, ensuring high-quality service for complex tax matters.
Questions
Will my tax preparation fees change after the acquisition?
No, fees will remain exactly the same as the 2023 tax year with Kennedy & Associates.
Can I still meet with my current accountant in person?
Yes, we maintain an office in Cherry Hill, NJ for in-person meetings and document drop-off.
What happens to ongoing audit processes?
Current audits will be completed by the same professionals who started them at Kennedy & Associates.
Will KDG handle nonprofit 990 filings?
Yes, KDG will continue handling 990 filings for nonprofit organizations in 2024 and beyond.
How are tax returns reviewed during the transition?
All 2024 returns will be reviewed by Kennedy & Associates accountants before submission to ensure quality.
When do new client meetings with KDG begin?
Transition meetings with KDG accountants will start in February 2025 for all clients.
