Business Details
17 Years
experience
Expert Accounting Audit Tax Services Pennsylvania
Since 2009, RW Group has been redefining traditional accounting with a client-centric approach that balances professional excellence with a supportive work environment. Our team brings over three decades of combined experience serving clients ranging from small local businesses to international public companies across industries including manufacturing, healthcare, and nonprofit sectors. We prioritize timely, cost-effective solutions while maintaining rigorous quality standards, evidenced by our successful completion of complex audits and tax planning engagements.Our professionals hold leadership roles in organizations like the American Institute of CPAs and actively contribute to industry advancements through peer reviews and standards implementation. By integrating technical expertise with personalized service, we help clients navigate financial reporting requirements, regulatory compliance, and strategic decision-making processes.
Services
Audit Services
Tax Preparation
Quality Control
Peer Review
Financial Consulting
Details
- Year established: 2009
Highlights and features
- Over 30 years of combined experience across 10+ industries
- Successfully completed complex audits for public companies
- Active participants in AICPA National Peer Review Committee
- Offers customized quality control solutions for accounting firms
- Community involvement through nonprofit board memberships
Associations and certifications
- American Institute of Certified Public Accountants
- Pennsylvania Institute of Certified Public Accountants
- Public Company Accounting Oversight Board
What people say
Cost effective and timely
Thorough and efficient audit
Skilled at their craft
Experienced, professional
Reliable
Services
Audit Services
Our audit services provide comprehensive financial statement verification for public companies and local businesses. We meet SEC and lender requirements while maintaining cost-efficiency. Our team delivers thorough examinations with timely reporting to support client decision-making processes.
Tax Preparation
We offer federal, state, and local tax return preparation with nearly three decades of experience. Our services cover individuals and businesses seeking compliance while optimizing tax outcomes. Clients benefit from our technical expertise and attention to regulatory changes.
Quality Control
We help accounting firms develop effective quality control systems. Services include financial statement reviews, engagement quality assessments, and CPE compliance monitoring. Our approach helps firms maintain standards while freeing partners for client work.
Peer Review
As AICPA members, we conduct peer reviews for accounting firms of all sizes. Our team participates in national committees to understand quality expectations. We assess firms' practices against professional standards and provide implementation guidance.
Financial Consulting
We provide advisory services for complex financial reporting needs. Our expertise covers employee benefit plan audits, ERISA compliance, and nonprofit financial management. Solutions are tailored to specific organizational structures and regulatory environments.
People
Richard E. Wortmann
Founder
With 30+ years in accounting, Richard serves diverse industries including manufacturing, healthcare, and nonprofits. He holds leadership roles in AICPA and PICPA committees and contributes to professional journals.
Brian Ramirez
Staff Accountant
Since joining in 2021, Brian specializes in small business audits and tax services. He graduated with accounting honors from the University of Delaware and serves clients with financial statement preparation and compliance.
Rosalee C. Wortmann
Office Administrator
Rosalee manages HR, marketing, and operations since joining in 2014. Her background in marketing and community involvement supports firm administration and client communication processes.
Questions
What accounting services do you offer?
We provide audit, tax preparation, quality control, peer review, and financial consulting services for businesses and organizations of all sizes.
Do you serve businesses outside Pennsylvania?
Yes, while based in Pennsylvania, we serve clients nationally and have experience working with both domestic and international organizations.
How experienced is your team?
Our team has over 30 years combined experience serving public companies, nonprofits, and small businesses across multiple industries since 2009.
Are you affiliated with professional organizations?
We're members of AICPA, PICPA, and PCAOB with active participation in peer review committees and professional standards development.
What benefits do clients receive?
Clients benefit from timely reporting, cost-effective solutions, regulatory compliance expertise, and personalized service from experienced accounting professionals.
