Business Details
50+ Years
experience
Your Trusted Partner for Strategic Accounting & Tax Services
Baum Smith & Clemens has been a trusted partner for strategic financial guidance since 1973. Our firm combines decades of experience with personalized service, offering tailored solutions in accounting, tax planning, auditing, and business advisory services. We prioritize rapid response times and technology-driven processes to ensure clients receive accurate, efficient support. As active members of CPAmerica, PICPA, and AICPA, we uphold the highest standards of excellence while maintaining a local, client-centric approach.Our team of certified professionals delivers proactive advice, helping businesses and nonprofits navigate regulatory complexities and achieve long-term success. With a legacy of 50+ years and a focus on continuous improvement, we build lasting relationships through collaboration, transparency, and a commitment to understanding each clients unique goals.
Services
Tax Planning & Compliance
Accounting & Bookkeeping
Audit & Assurance
Business Advisory
QuickBooks Services
Details
- Year established: 1973
Highlights and features
- We provide personalized service with dedicated two-person teams for every client.
- Our proactive planning anticipates challenges and implements solutions ahead of deadlines.
- Technology-driven processes streamline accounting and auditing tasks for accuracy and efficiency.
- We combine national firm expertise with the personalized attention of a local partner.
- Rapid response times ensure clients receive timely support for urgent financial needs.
Associations and certifications
- CPAmerica
- Pennsylvania Institute of Certified Public Accountants (PICPA)
- American Institute of Certified Public Accountants (AICPA)
What people say
Excellent response time
Timely and efficient services
Forward-looking business counsel
Thorough and diligent
Trusted partners
Services
Tax Planning & Compliance
We deliver customized tax strategies that minimize liabilities while adapting to evolving regulations. Our certified team uses advanced software to ensure compliance for individuals, businesses, and nonprofits, integrating year-round planning to maximize savings and reduce risks through proactive filings and strategic advice.
Accounting & Bookkeeping
Our team ensures accurate financial records and clear reporting tailored to business needs. Services include budgeting, cash flow projections, and financial statement preparation, providing stakeholders with transparent insights while leveraging technology to streamline operations and improve decision-making clarity for long-term planning.
Audit & Assurance
We provide comprehensive audit services with expertise in government, nonprofit, and employee benefit plan audits. Our CPAs ensure compliance with standards like Yellow Book and ERISA, offering limited-scope and full-scope examinations to verify accuracy while guiding clients through regulatory complexities with actionable insights.
Business Advisory
Our advisory services focus on operational efficiency, succession planning, and business formation guidance. We help clients develop growth strategies, choose optimal legal structures, and implement fractional CFO solutions, aligning financial decisions with long-term goals through personalized, experience-driven consultation.
QuickBooks Services
Certified ProAdvisors assist with QuickBooks setup, training, and ongoing support. We optimize software functionality for bookkeeping tasks, data conversion, and workflow efficiency, ensuring businesses maximize accounting tools while maintaining accurate records and reducing administrative burdens through tailored technical guidance.
People
Gary T. Schultz
CPA
With decades of experience, Gary provides expert accounting and tax advisory services. He prioritizes clear communication and long-term client relationships, ensuring financial strategies align with business goals while maintaining compliance through proactive planning and precise execution.
Rose A. Hartle
CPA
Rose specializes in audit and assurance services, guiding clients through complex regulatory requirements. Her focus on accuracy and client education helps businesses maintain transparency, build stakeholder trust, and navigate compliance challenges with confidence backed by industry-leading standards.
Christopher Waldhof
CPA, CITP
Christopher combines technical accounting expertise with technology-driven solutions. He helps clients implement efficient financial systems, optimize tax strategies, and leverage data analytics to improve decision-making, ensuring modern tools enhance traditional accounting excellence for measurable results.
Jennifer L. Landis
CPA, MBA
Jennifer delivers strategic business advisory services, focusing on growth planning and operational efficiency. Her dual expertise in accounting and management consulting enables tailored solutions for business transitions, financial forecasting, and executive-level decision support aligned with organizational objectives.
Tad K. Schantz
CPA, CFE
Tad specializes in forensic accounting and fraud prevention, offering investigative services and risk management strategies. His Certified Fraud Examiner credentials ensure clients receive thorough assessments of financial processes, safeguarding assets while maintaining compliance through meticulous auditing and advisory practices.
Questions
What types of businesses do you specialize in serving?
We specialize in serving small businesses, family-owned enterprises, and nonprofits, providing tailored financial guidance to navigate complexities with ease.
How do you ensure compliance with changing tax laws?
Our team stays updated on regulatory changes using advanced research tools and continuous education, integrating proactive planning to maintain compliance and maximize savings.
What sets your firm apart from other accounting firms?
We offer personalized service with rapid response times, combining national expertise through CPAmerica membership while maintaining a local, client-centric approach.
Can you assist with accounting software implementation?
Yes, our Certified QuickBooks ProAdvisors provide setup, training, and ongoing support to streamline financial management for businesses using QuickBooks solutions.
Do you offer advisory services beyond basic accounting?
Yes, we provide business advisory services including succession planning, fractional CFO support, and operational efficiency consulting to drive sustainable growth.
What audit services do you provide for nonprofits?
We conduct comprehensive audits, Single Audits, and ERISA plan reviews, ensuring compliance with federal regulations and stakeholder reporting requirements for nonprofit organizations.
