Business Details
Your Trusted Partner for Accounting and Financial Services
Founded over 90 years ago, our firm has established itself as a trusted leader in accounting and financial services across Western Pennsylvania. With offices in Erie, Franklin, Grove City, Meadville, and Titusville, as well as practice areas in Ohio, New York, and West Virginia, we serve a diverse clientele including individuals, businesses, nonprofits, and governmental entities. Our team of more than 75 professionals specializes in tax strategy, accounting, auditing, business valuation, and financial planning, delivering customized solutions tailored to each client's unique needs.We prioritize exceeding client expectations through continuous staff development and a deep understanding of evolving tax regulations. Our commitment to quality audits ensures stakeholders receive actionable insights focused on their most critical risks. Community engagement remains central to our mission, demonstrated through initiatives like our annual 5K Run/Walk supporting local causes.
Services
Tax Services
Accounting Services
Consulting Services
Audit Services
Payroll Processing
Bookkeeping
Financial Planning
Estate Planning
Software Consultation
Collaborative Dispute Resolution
Highlights and features
- We have over 90 years of experience in accounting and tax services.
- Our team includes 75+ professionals with expertise in multiple disciplines.
- We provide customized services tailored to individual client requirements.
- We focus audits on stakeholders' highest-priority risks and opportunities.
- Our community involvement demonstrates commitment beyond financial services.
Services
Tax Services
Our tax services help clients navigate complex regulations through strategic planning and education. We specialize in individual and business tax preparation, including Affordable Care Act reporting. With expertise in evolving tax laws, we ensure compliance while optimizing financial outcomes for clients across multiple industries.
Audit Services
We deliver quality audits focused on stakeholders' highest-priority risks. Our approach emphasizes understanding organizational challenges to provide actionable insights. Services include audits for for-profit companies, nonprofits, government entities, and employee benefit plans, ensuring transparency and regulatory compliance.
Accounting Services
Our accounting services include bookkeeping, payroll processing, financial statement preparation, and software consultation. We customize solutions to meet specific client needs, offering agreed-upon procedures, reviews, and forecasts that support informed business decisions and operational efficiency.
Consulting Services
We provide strategic consulting for business and individual financial decisions. Specialties include estate planning, financial planning, part-time CFO services, and collaborative dispute resolution. Our experts help clients develop customized strategies aligned with long-term objectives and regulatory requirements.
Payroll Processing
Our payroll services ensure accurate and timely employee compensation with full regulatory compliance. We handle tax filings, wage reporting, and benefit deductions while providing customized reporting tools. Clients receive dedicated support for payroll-related inquiries and system integration assistance.
Questions
What accounting services do you offer?
We provide bookkeeping, payroll processing, financial statement preparation, forecasts, and software consultation tailored to client needs.
Do you specialize in tax preparation for specific industries?
Our tax services cover individuals, businesses, nonprofits, and employee benefit plans across multiple industries.
How do your audit services benefit organizations?
We focus audits on stakeholders' most critical risks, delivering actionable insights for improved decision-making.
What consulting services are available?
We offer financial planning, estate planning, part-time CFO services, and collaborative dispute resolution expertise.
Where are your offices located?
We have offices in Erie, Franklin, Grove City, Meadville, and Titusville, Pennsylvania.
