Business Details
36 Years
experience
Certified Public Accountants in Paoli, PA
Since 1990, Robert J Kratz has been dedicated to delivering timely and quality accounting, tax, and advisory services to small businesses and individuals. Our culture of professionalism, integrity, and innovation drives our commitment to providing high-level service tailored to client needs. With a focus on responsiveness, we ensure clients receive efficient support for accounting, tax preparation, financial reporting, and strategic advisory. Our team of CPAs maintains over 40 hours of annual continuing education to stay ahead of tax code changes and industry trends. We serve as trusted advisors, helping clients navigate financial challenges while maintaining compliance with evolving regulations.Our affiliation with key industry groups ensures we remain at the forefront of accounting best practices. By partnering with us, clients gain access to expertise in business strategy, audit compliance, and financial planning. Our services extend to sole proprietors, non-profits, and medium-sized businesses across the Delaware Valley region. We prioritize transparency and personalized attention, ensuring clients focus on growth while we handle their financial foundation.
Services
Accounting Services
Tax Services
Advisory Services
Auditing
Financial Reporting
Business Startup
Details
- Year established: 1990
Highlights and features
- We offer over 30 years of specialized accounting expertise since 1990
- Our CPAs complete 40+ annual hours of continuing education
- We provide timely, personalized client support with no hidden fees
- Our team combines audit compliance with strategic business advisory
- We serve sole proprietors, non-profits, and medium-sized businesses
Associations and certifications
- CPA (Certified Public Accountant)
Services
Accounting Services
We offer comprehensive accounting solutions including yearend reviews, payroll processing, and financial reporting. Our CPAs manage bookkeeping, sales tax compliance, and accounting system setup for small businesses. Clients gain accurate financial insights to inform strategic decisions while focusing on core operations.
Tax Services
Our tax expertise covers corporate, LLC, partnership, and individual tax preparation. We handle audit representation, tax planning, and e-filing services while staying current with federal and state regulations. CPAs provide compliance solutions for non-profits and complex tax scenarios through proactive planning.
Business Advisory
We deliver strategic counsel on business succession planning, QuickBooks implementation, and financial forecasting. Our advisory services include start-up structure analysis, retirement planning, and network referrals to trusted professionals for holistic business support.
Auditing
Our CPAs conduct independent audits following US GAAS standards to verify financial statements. Services include asset/liability testing, transaction verification, and third-party balance confirmation to ensure regulatory compliance and transparency for lenders or stakeholders.
Business Startup
We guide new businesses through entity selection (LLC, S-Corp, etc.), capital planning, and cash flow projections. Our startup services help entrepreneurs establish proper financial frameworks, avoid common pitfalls like inadequate capitalization, and create practical business plans for long-term success.
People
Robert J. Kratz
CPA
Founder and lead CPA with extensive experience in strategic financial guidance. Provides expert accounting and audit services while overseeing team operations and client relationships.
Edward R. Swift
CPA
Experienced CPA delivering comprehensive accounting, tax preparation, and auditing services. Specializes in client-focused financial solutions and regulatory compliance.
Cynthia J. Maun
CPA
CPA providing strategic consulting and tax services for individuals and businesses. Focuses on personalized financial planning and compliance solutions.
Kimberly A. Moreno-Woodward
CPA
Business and individual tax specialist with expertise in accounting and consulting services. Works closely with clients to optimize financial outcomes.
Robert J. Kadelski
CPA
Specializes in business strategy and individual tax services. Provides consulting expertise to help clients navigate complex financial situations.
Questions
What accounting services do you offer?
We provide bookkeeping, payroll processing, financial reporting, depreciation schedules, and accounting system support tailored for small businesses.
Do you handle non-profit tax filings?
Yes, we specialize in non-profit tax compliance, ensuring specialized filings meet regulatory requirements while maintaining organizational tax status.
How do you assist new businesses?
We help structure entities (LLC, S-Corp), project capital needs, and create cash flow forecasts to establish strong financial foundations for startups.
What tax planning services are available?
We offer year-round tax planning, compliance services, and audit representation while staying current with federal and state tax code changes.
Are you qualified for business audits?
Our CPAs conduct independent audits following US GAAS standards to verify financial statements and ensure compliance with lender requirements.
