Business Details
Trusted Accounting & Tax Services in Warren, PA
Kersey & Associates has served Warren County, Pennsylvania, and surrounding areas for over fifty years, specializing in accounting, tax, and financial services for individuals and businesses. Our team of experienced Certified Public Accountants (CPAs) provides personalized solutions tailored to each client's unique needs, including tax preparation, business consulting, payroll services, and IRS audit representation. We prioritize client empowerment through education, offering flexible communication options such as in-person meetings, phone consultations, and secure online portals.Our deep local expertise and commitment to staying current with evolving tax laws ensure clients receive accurate, strategic financial guidance. With decades of combined experience, we focus on improving business efficiency and helping clients achieve long-term financial goals.
Services
Tax Preparation
Bookkeeping
Payroll Services
IRS Audit Representation
Business Consulting
Estate Planning
QuickBooks Support
Nonprofit Accounting
Strategic Planning
Highlights and features
- We have over 50 years of experience serving Warren County businesses.
- Our team provides personalized accounting solutions tailored to your unique needs.
- We offer flexible communication through in-person, phone, and email options.
- Our CPAs maintain active state certifications and ongoing professional development.
- We combine local expertise with comprehensive knowledge of federal tax laws.
What people say
Exceptional attention to detail
Personalized tax strategies
Prompt communication
Deep industry knowledge
Trustworthy financial guidance
Services
Tax Preparation
Our tax preparation services ensure accurate and timely filing of individual and business tax returns. We identify all eligible deductions and credits to minimize tax liability while maintaining compliance with current regulations. Specializing in complex returns for businesses, partnerships, and estates, we provide personalized guidance to optimize financial outcomes and ensure state and federal compliance.
Bookkeeping
Comprehensive bookkeeping services maintain precise financial records through monthly or quarterly reconciliations. We generate income statements and balance sheets to track business performance, ensuring accurate financial reporting. Our systematic approach includes general ledger maintenance, cash flow analysis, and preparation of financial statements to support informed business decisions and tax filings.
Payroll Services
We handle end-to-end payroll processing including direct deposits, tax withholding, and regulatory compliance. Our services cover payroll tax filings, garnishment management, and recordkeeping to reduce administrative burdens. Businesses receive timely, accurate payroll processing with integrated reporting tools to track labor costs and maintain compliance with evolving tax laws and employment regulations.
IRS Audit Representation
Professional IRS audit representation protects clients during tax examinations. We manage all communication with the IRS, preparing necessary documentation and advocating on your behalf to resolve discrepancies. Our expertise in tax law and audit procedures minimizes potential liabilities while ensuring compliance, allowing clients to focus on business operations without audit-related disruptions.
Business Consulting
Strategic business consulting provides tailored financial guidance for growth and operational efficiency. We analyze financial statements, develop succession plans, and advise on entity structures to enhance profitability. Services include cash flow management, budgeting, and tax planning strategies designed to support long-term business objectives and adapt to changing market conditions.
People
John M. Kersey
Managing Director
With 45+ years in public accounting, John Kersey oversees firm operations while serving clients directly. He holds an MBA from Gannon University and a BS in Economics/Accounting from Edinboro University, maintaining active CPA certifications in Pennsylvania.
James S. Embrey
Managing Director
James Embrey specializes in tax services and audit engagements with 20+ years of experience. A University of Pittsburgh graduate, he serves as a board member for local civic organizations while maintaining Pennsylvania and national CPA certifications.
Lisa M. McDermott
Managing Director
Lisa McDermott delivers auditing and tax services for businesses and nonprofits, with 20 years of expertise. She graduated from Kings College with a BS in Accounting and holds memberships in state and national CPA associations.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, financial statement preparation, tax planning, and business consulting tailored to small business needs.
How do your tax preparation services help maximize refunds?
Our CPAs analyze financial records to identify all eligible deductions and credits while ensuring compliance with current tax regulations.
Can you assist with QuickBooks setup and training?
Yes, we offer QuickBooks setup, troubleshooting, and personalized training to help businesses optimize their accounting processes.
What should I do if I receive an IRS audit notice?
Immediately contact us - we'll handle all IRS communication, prepare necessary documentation, and represent you throughout the audit process.
Do you provide services for nonprofit organizations?
Yes, we specialize in nonprofit accounting including Form 990 preparation, grant compliance, and financial reporting requirements.
How can you help with business succession planning?
We develop customized succession plans addressing tax implications, ownership transitions, and financial strategies for long-term business sustainability.
