Business Details
9 Years
experience
Certified Public Accountants in Fort Washington, PA
DeAngelo & Company & Company has been serving individuals and businesses for over three decades, specializing in comprehensive financial and taxation solutions. Our team of certified professionals delivers personalized services ranging from corporate tax planning and preparation to retirement and college savings strategies. With expertise in strategic business planning, succession planning, and employer retirement plans, we help clients navigate complex tax codes while aligning financial goals with long-term objectives.Our commitment to knowledge, integrity, and dependability ensures clients receive tailored advice that reflects their unique needs. We prioritize high standards of work to build lasting trust and loyalty, supporting clients through life-changing events such as business transitions, retirement, and estate planning. Our experience spans both large national firms and small regional practices, ensuring a well-rounded perspective for every client interaction.
Services
Tax Preparation
Retirement Planning
Bookkeeping
Estate Tax Services
Business Succession Planning
Details
- Year established: 2017
Highlights and features
- We offer over 30 years of combined experience in tax and financial planning.
- Our team includes IRS Enrolled Agents and specialists in estate tax compliance.
- We provide personalized strategies for complex financial scenarios across states.
- Our professionals hold advanced degrees and certifications in accounting and finance.
- We maintain membership in leading industry organizations for continuous expertise.
Associations and certifications
- American Institute of CPAs
- Pennsylvania Institute of CPAs
- Pennsylvania Society of Tax & Accounting Professionals
Services
Tax Preparation
We prepare federal, state, and local tax returns for individuals and businesses. Our specialists handle complex scenarios including multi-state filings, restricted stock units, and self-employment income. Clients receive strategic guidance to maximize deductions while ensuring compliance with evolving tax regulations.
Retirement Planning
Our team develops customized retirement strategies considering Social Security optimization, 401(k) rollovers, and tax-efficient withdrawal plans. We analyze clients' financial situations to create sustainable income streams while minimizing tax liabilities during retirement transitions.
Estate Tax Services
We provide comprehensive estate and trust tax preparation, including gift tax returns and generation-skipping transfer tax compliance. Our specialists help clients structure their estates to preserve wealth for beneficiaries while adhering to federal and state regulations.
Business Succession Planning
We assist business owners in developing transition plans for leadership changes or sales. Our approach addresses tax implications, ownership transfers, and retirement funding strategies to ensure smooth transitions while maintaining business continuity.
Bookkeeping
We maintain accurate financial records for small businesses, including accounts payable/receivable, payroll processing, and financial statement preparation. Our systems ensure real-time visibility into business performance while supporting informed decision-making for growth opportunities.
People
Stephen C. DeAngelo
Managing Partner
CPA since 1982 with 30+ years private practice experience. Adjunct professor at Montgomery County Community College teaching accounting and taxation courses. Holds MBA from Villanova University.
Gretchen R. Bonacum
Partner
15+ years in high net worth financial services with expertise in trading and compliance. Certified Public Accountant specializing in complex tax scenarios for affluent clients.
Raymond L. Schill
Senior Tax Specialist
15+ years international tax experience with focus on strategic income tax planning. Holds MBA in Finance from Temple University and works with individuals and trusts.
Kevin S. Hill
Senior Tax Specialist
25+ years tax compliance experience with specialization in estate, trust, and private foundation taxation. IRS Enrolled Agent with background in both national and regional accounting firms.
Luisa A. Bailey
Bookkeeper
18+ years providing bookkeeping services to business clients. Manages day-to-day financial transactions and supports accurate record-keeping for small business clients.
Questions
What do CPAs do?
CPAs handle accounting, tax preparation, estate planning, and financial strategy for businesses and individuals, ensuring compliance with tax regulations while optimizing financial outcomes.
Why should I use a CPA?
For complex financial situations involving multi-state income, self-employment, or investment portfolios, a CPA provides expert guidance to maximize tax benefits and ensure compliance.
How do I get the most from my CPA?
Share complete financial information and life changes to enable personalized planning. Regular communication helps optimize tax strategies and financial decisions.
Which CPA is best for me?
Choose a CPA with technical expertise and strong communication skills who understands your specific financial situation and long-term goals.
What services do you offer businesses?
We provide accounting, tax planning, succession strategies, and employer retirement plan solutions tailored to small business needs and growth objectives.
