Business Details
50+ Years
experience
Certified Public Accountants in Erie, PA
Appletree & Kern has served the Erie community since 1949, providing comprehensive accounting, taxation, and consulting services to individuals, businesses, and nonprofit organizations. Our team of six professionals combines decades of experience with personalized attention, ensuring clients receive tailored solutions for their financial needs. We maintain rigorous quality control standards through adherence to AICPA guidelines, as evidenced by our successful peer reviews.Our expertise spans business taxation, estate planning, computer technology consulting, and internal control reviews. We prioritize building long-term client relationships by offering prompt, collaborative support, even when primary contacts are unavailable. With 74 years of local service, we remain committed to delivering expertise, reliability, and ethical financial guidance to our clients.
Services
Accounting Services
Tax Preparation
Financial Consulting
Bookkeeping Services
IRS Representation
QuickBooks Consulting
Estate Tax Planning
Internal Control Reviews
Details
- Year established: 1949
Highlights and features
- We have 74 years of continuous service to the Erie community
- Our team combines technical expertise with personalized client attention
- We specialize in business, individual, and estate taxation planning
- We maintain AICPA quality control standards through peer-reviewed processes
- Our staff offers collaborative support across all accounting disciplines
Associations and certifications
- American Institute of CPAs
- Pennsylvania Institute of CPAs
Services
Accounting Services
We provide compiled financial statements, reviewed financial statements, and projection services for businesses. Our team handles full accounting cycle support, including month-end closings and financial statement preparation. With expertise in GAAP standards, we ensure accurate reporting for corporations, nonprofits, and individuals.
Tax Preparation
Our firm specializes in preparing personal income taxes, corporate returns, partnership returns, and trust/estate taxes. We offer strategic tax planning to minimize liabilities while maintaining compliance with federal and state regulations. Services include IRS audit representation and resolution of tax controversies.
QuickBooks Consulting
We offer QuickBooks setup, system optimization, and staff training for businesses. Our consultants help implement efficient accounting workflows and integrate technology solutions to improve financial management processes for small to mid-sized companies.
IRS Representation
Our CPAs represent clients during IRS audits and examinations. We handle tax dispute resolution, penalty abatement requests, and negotiation of payment plans. With deep knowledge of tax code, we advocate for favorable outcomes during IRS proceedings.
Internal Control Reviews
We conduct internal control assessments and financial audits for businesses. Our team evaluates accounting processes, identifies risk areas, and recommends improvements to strengthen financial controls and ensure regulatory compliance for organizations.
People
Gregory J. Kern
CPA
Partner since 1980 with expertise in business taxation, estate planning, and computer technology consulting. Serves diverse clients including professional organizations and clergy members.
David M. Pianta
CPA
Partner since 1995 specializing in auditing, corporate tax consulting, and serving manufacturers, healthcare providers, and hospitality businesses with comprehensive accounting solutions.
Gregory T. Bastow
CPA
Partner since 2012 focusing on business taxation, accounting systems implementation, and serving diverse industries including real estate, healthcare, and financial services.
Amy Gollmer
Staff Accountant
Accountant since 2014 providing bookkeeping services and tax preparation support. Specializes in QuickBooks management and payroll tax compliance for business clients.
Questions
What accounting services do you offer?
We provide compiled financial statements, reviewed financial statements, projections, bookkeeping, and full accounting cycle support for businesses and individuals.
Do you handle tax preparation for businesses?
Yes, we prepare and plan taxes for corporations, partnerships, LLCs, and payroll tax returns with specialized expertise in business taxation.
Can you assist with QuickBooks implementation?
Our team offers QuickBooks setup, training, and ongoing consultation to help businesses optimize their accounting systems.
Are you available for IRS audit representation?
Yes, we provide professional representation during IRS examinations and help resolve tax compliance issues.
Do you serve nonprofit organizations?
We specialize in accounting and tax services for nonprofit organizations and religious institutions with tailored compliance solutions.
