Business Details
33 Years
experience
Certified Public Accountants in Erie, PA
Felix & Gloekler, P.C has been providing comprehensive accounting and business consulting services for over 30 years, specializing in audits, tax planning, and financial advisory for individuals, businesses, governments, and non-profits. Our team of 15+ dedicated professionals, including CPAs and certified fraud examiners, combines extensive industry experience with continuous education to deliver tailored solutions that prioritize client success. We focus on building long-term relationships by offering personalized service, competitive pricing, and a commitment to transparency. Our expertise spans audits of governments, non-profits, and employee benefit plans, along with tax preparation, QuickBooks support, forensic accounting, and litigation consulting.We adhere to rigorous quality control standards and actively participate in professional organizations to maintain the highest levels of service. Our goal is to empower clients with financial clarity and strategic guidance, ensuring compliance while optimizing outcomes. With decades of local expertise and a dedication to year-round support, we aim to be a trusted partner in every client's financial journey. Our firm's reputation for excellence is built on decades of consistent, reliable service and a deep understanding of evolving tax and accounting regulations.
Services
Tax Planning & Preparation
Audits & Reviews
Business Consultation
QuickBooks Services
Forensic Accounting
Litigation Support
Payroll Processing
Nonprofit Audits
Financial Reporting
Estate Tax Services
Details
- Year established: 1993
Highlights and features
- Over 30 years of dedicated accounting expertise in Pennsylvania.
- Specialized audits for governments, non-profits, and employee benefit plans.
- CPAs undergo annual continuing education for regulatory compliance.
- Competitive fees with personalized service for individual and business clients.
- QuickBooks-certified advisors provide tailored bookkeeping solutions.
Services
Tax Planning & Preparation
We provide comprehensive tax planning and preparation for individuals, corporations, and non-profits, focusing on minimizing liabilities while ensuring compliance. Our CPAs stay updated on regulatory changes to optimize deductions and credits. Clients receive personalized advice for strategic year-round tax management.
Audits & Reviews
Our firm specializes in audits for governments, non-profits, and private clients, following rigorous standards like Governmental Auditing Standards. We evaluate internal controls and provide actionable recommendations to enhance financial processes and reporting accuracy. Annual peer reviews ensure consistent quality across all audit deliverables.
QuickBooks Consulting
We offer QuickBooks setup, training, and ongoing bookkeeping support to streamline financial operations for small businesses. Services include payroll tax preparation and quarterly financial reporting. Our certified advisors help clients adopt efficient accounting practices tailored to their specific industry needs.
Forensic Accounting
Our forensic accounting team investigates financial irregularities, quantifies theft losses, and identifies preventive measures. We assist clients in litigation cases involving fraud, divorce, or insurance claims, providing expert court testimony when needed. Our approach combines accounting expertise with legal compliance requirements.
Business Consultation
We deliver strategic business advice on entity structure, financial planning, and operational efficiency. Services include buy-sell agreements, succession planning, and economic impact analysis for tax and business decisions. Our consultants combine industry knowledge with hands-on experience to drive client growth.
People
Natalie Heberlein
Partner
CPA and Certified Fraud Examiner with 30+ years in audit and tax services. Specializes in non-profits, government audits, and QuickBooks advising. Member of AICPA, PICPA, and Association of Certified Fraud Examiners.
Stephen J. Falk III
Partner
CPA focused on audits for government and non-profits, plus corporate tax preparation. Joined firm in 2005, became partner in 2020. Active in AICPA and PICPA, with expertise in small business bookkeeping solutions.
Jim Gloekler
CPA
Co-founder with expertise in audits, tax planning, and small business consulting. Member of AICPA, GFOA, and fraud examiners association. Active community volunteer with decades of local financial leadership experience.
Alan Felix
CPA
Co-founder specializing in government audits, tax services, and non-profit financial planning. Former PICPA Erie Chapter president. Holds leadership roles in local non-profits and churches, with 30+ years in public accounting.
Questions
What accounting services do you offer for non-profits?
We provide audits, tax filings, and compliance consulting tailored to non-profits, ensuring adherence to federal and state regulations while optimizing financial operations.
How do your audit services differ for government agencies?
Our government audits follow Governmental Auditing Standards and OMB Circular A-133, focusing on compliance, internal controls, and efficient public fund management.
Can you assist with small business QuickBooks setup?
Yes, we offer complete QuickBooks setup, training, and ongoing support to help small businesses manage payroll, bookkeeping, and financial reporting efficiently.
Do you handle forensic accounting investigations?
Yes, our team conducts fraud investigations, quantifies financial losses, and provides expert court testimony to resolve litigation involving financial disputes.
What tax planning benefits do you offer businesses?
We provide strategic tax planning to minimize liabilities, including entity structure optimization, deduction maximization, and compliance with evolving tax regulations.
