Empowering entrepreneurs to turn ideas into action
Welcome to Lear & Pannepacker, where we offer comprehensive financial planning and accounting services tailored to meet the unique needs of businesses, individuals, and non-profit organizations. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized strategies and innovative solutions.
Our History
Founded on the principles of excellence, integrity, and professionalism, Lear & Pannepacker has been providing top-quality accounting and financial planning services for over three decades. Over the years, we have built a reputation for delivering exceptional results and earning the trust and loyalty of our clients.
Our Team
Our team is the backbone of our success. At Lear & Pannepacker, we believe that our people are our greatest asset. Our team of experienced professionals includes certified public accountants (CPAs), financial advisors, and support staff who are committed to delivering the highest level of service to our clients. We invest in ongoing professional development to ensure that our team stays up-to-date with the latest industry trends, regulations, and best practices.
Community Involvement
Giving back to the community is an integral part of our corporate culture. We are proud to support a range of local community organizations and initiatives through volunteer work, sponsorships, and charitable donations.
Services
Our comprehensive range of services includes:
- Audit & Assurance: Our audit and assurance services are designed to provide our clients with the assurance they need to make informed financial decisions. We offer financial statement audits, reviews, and compilations, as well as agreed-upon procedures and internal control assessments.
- Bookkeeping & Support: We offer a full suite of bookkeeping and support services, including accounts payable and receivable management, bank reconciliation, financial reporting, and payroll processing.
- Business Advisory: Our business advisory services are tailored to meet the unique needs of businesses of all sizes and industries. We offer strategic planning, budgeting and forecasting, cash flow management, and operational reviews.
- CFO Support: Our CFO support services are designed to help businesses of all sizes access the financial expertise they need to grow and thrive. We offer part-time and interim CFO services, as well as financial modeling and analysis.
- Employee Benefit Plan Audits: We offer comprehensive employee benefit plan audits, including 401(k) and 403(b) plans, to help our clients meet their compliance obligations and ensure the integrity of their benefit plans.
- Entrepreneurship & Startups: We offer a range of services tailored to meet the unique needs of entrepreneurs and startups, including business planning, financial modeling, and accounting setup.
- Estates & Trusts: We offer comprehensive estates and trusts services, including estate planning, trust administration, and probate.
- Financial & Retirement Planning: Our financial and retirement planning services are designed to help individuals and families achieve their long-term financial goals. We offer retirement planning, investment advisory services, and insurance planning.
- Forensic, Litigation, Matrimonial Support: Our forensic, litigation, and matrimonial support services are designed to help our clients navigate complex financial disputes and litigation.
- International Accounting: Our international accounting services are designed to help businesses and individuals manage the complexities of cross-border transactions and compliance.
- Non Profit Accounting: We offer comprehensive non-profit accounting services, including financial statement preparation, budgeting and forecasting, and regulatory compliance.
- Tax Services: Our tax services are designed to help our clients minimize their tax liability and maximize their after-tax income. We offer tax planning and compliance services for businesses and individuals, as well as representation before tax authorities.
Client Center
Our client center provides a secure online portal where our clients can access their financial information, communicate with our team, and access resources and tools.
Careers
We are always looking for talented professionals to join our team. If you are a motivated, results-driven individual with a passion for accounting and financial planning, we want to hear from you.
Blog
Our blog is a resource for clients and visitors alike, featuring articles, news, and insights on a range of topics related to accounting, financial planning, and business.
Tax Preparation and Accounting Services
The reviews for Lear & Pannepacker, LLP provide insight into the quality of their tax preparation and accounting services. The overwhelming majority of reviewers have had positive experiences, citing the professionalism, expertise, and exceptional service provided by the firm.
Professionalism and Expertise
Many reviewers have praised the firm's professionalism and expertise, using words such as "top-notch, " "amazing, " and "invaluable" to describe their experience. Reviewers have also appreciated the firm's responsiveness, with several mentioning the promptness and courtesy of the staff.
Service Experience
The reviews highlight the excellent service experience provided by Lear & Pannepacker, with several reviewers mentioning the ease of communication, the helpfulness of the staff, and the thoroughness of their services.
Negative Experience
One reviewer had a negative experience with the firm, citing substantial errors in a previous tax year that resulted in an unexpected financial burden.
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