Business Details
23 Years
experience
Trusted Accounting Services in Forty Fort, PA
Founded in 2003 by Jim and Kristin Gattuso, our firm provides comprehensive accounting and tax services tailored to individuals and businesses. With over 25 years of combined experience, including specialized expertise in 401(k) plan audits and forensic accounting, we prioritize personalized service and technical excellence. Our approach integrates large-firm knowledge with the responsiveness of a family-owned practice, ensuring clients receive strategic guidance for tax compliance, business formation, and financial reporting.We maintain membership in the AICPA Employee Benefit Plan Audit Quality Center to uphold audit quality standards and stay current with regulatory developments. Our commitment to competitive pricing and client education distinguishes us in delivering value-driven solutions for complex financial needs.
Services
Individual Tax Services
Business Tax Services
Starting A Business
Accounting Services
401(k) Plan Audits
Business Advisory
Litigation Support
Family Law Services
Forensic Services
Compilation and Review
Details
- Year established: 2003
Highlights and features
- We have over 25 years of retirement plan audit experience.
- Our fees are competitive while maintaining high-quality service.
- We provide personalized accounting solutions tailored to your needs.
- We combine large-firm expertise with responsive, family-owned service.
- We prioritize ongoing education to stay current with industry standards.
Associations and certifications
- AICPA Employee Benefit Plan Audit Quality Center
Services
Individual Tax Services
We prepare personal tax returns, estimated payments, and multi-state filings while addressing complex scenarios like self-employment income, rental properties, and alternative minimum tax. Our CPAs provide year-round support for tax planning, audit representation, and inheritance tax returns to ensure compliance and minimize liabilities.
Business Tax Services
Our services include entity selection, tax return preparation, and compliance for corporations, partnerships, and LLCs. We handle multi-state reporting, 1031 exchanges, and audit representation for federal and state tax agencies, ensuring accurate reporting of business activities and tax obligations.
401(k) Plan Audits
Specialized audits for employee benefit plans with a focus on quality and efficiency. We leverage 25+ years of experience and AICPA EBPAQC membership to deliver timely, cost-effective audits that meet ERISA requirements while providing value-added insights for plan administrators.
Accounting Services
We assist businesses with accounting system setup, payroll tax filings, and financial reporting. Our services include software selection, bookkeeping, and 1099 reporting to ensure accurate records for tax compliance and informed business decision-making.
Business Advisory
We help new businesses choose legal entities, obtain tax IDs, and implement accounting systems. Our advisory services cover entity selection, regulatory filings, and tax planning to establish a solid financial foundation for long-term success.
People
Jim Gattuso
Co-Founder
Co-founder with extensive experience in accounting and tax services, focusing on client relationships and business growth strategies.
Kristin Gattuso
Co-Founder
Co-founder specializing in 401(k) plan audits with over 25 years of expertise in retirement plan compliance and financial reporting.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll tax filings, accounting software setup, and financial reporting tailored to small business needs.
How can you assist with starting a new business?
We help choose legal entities, obtain tax IDs, and implement accounting systems to establish a strong financial foundation.
Do you handle multi-state tax filings?
Yes, we prepare and file tax returns across multiple states for both individuals and businesses.
What sets your 401(k) plan audits apart?
Our audits combine 25+ years of experience, AICPA EBPAQC membership, and competitive pricing for quality compliance.
Can you help with tax notices or audits?
We provide representation and resolution support for IRS/state tax notices and audit proceedings.
What forensic accounting services do you offer?
We conduct financial investigations for litigation support, including fraud detection and dispute resolution analysis.
