Business Details
Trusted Certified Public Accountants in Jenkintown, PA
Schubert Goodman & Huttner is a full-service accounting firm based in Pennsylvania, dedicated to serving closely held businesses, executives, independent professionals, and their families. Our team of certified public accountants brings decades of combined experience in accounting, tax planning, and advisory services, with a focus on problem-solving and client-centric solutions. We prioritize professionalism, responsiveness, and quality in all our interactions, ensuring personalized service tailored to each client's unique needs. Our firm is licensed in Pennsylvania and holds reciprocal privileges in all 50 states, adhering to rigorous standards through regular peer reviews by the AICPA. We specialize in audit and assurance, tax compliance, estate planning, and business advisory services, supporting clients across industries such as healthcare, legal, manufacturing, and nonprofit sectors.Our commitment to excellence extends to community involvement, with team members actively participating in leadership roles for local organizations and educational initiatives. Clients rely on our proactive approach, deep industry knowledge, and ability to navigate complex financial challenges while maintaining transparency and ethical standards. With a history of passing all peer reviews without comments, we uphold a legacy of trust and expertise that has defined our practice for decades.
Services
Accounting
Tax Services
Audit & Assurance
Estate Planning
Employee Benefit Plans
Highlights and features
- We offer decades of combined experience in accounting and tax advisory services.
- Our team includes CPAs with specialized expertise in medical, legal, and family-owned business sectors.
- We maintain AICPA peer-reviewed standards for quality and accountability.
- Personalized service tailored to closely held businesses and individual financial needs.
- Proactive communication and planning to meet client deadlines and objectives.
Associations and certifications
- AICPA
Services
Accounting Services
We deliver comprehensive accounting solutions including financial statement preparation, payroll processing, and system implementation for businesses of all sizes. Our team ensures accurate record-keeping and compliance with evolving regulations while providing actionable insights for financial decision-making. Clients benefit from customized reporting tailored to their industry-specific needs.
Tax Planning
Our tax services focus on minimizing liabilities through strategic planning for individuals, businesses, and estates. We handle complex tax returns, audit representation, and multi-state compliance while developing proactive strategies aligned with clients' long-term financial goals and changing legislation.
Audit & Assurance
We conduct thorough financial audits and reviews for businesses requiring compliance verification, including employee benefit plan audits. Our AICPA peer-reviewed processes ensure accuracy and reliability in financial reporting while identifying operational improvements for enhanced business performance.
Estate Planning
Our specialists develop comprehensive estate plans addressing tax implications, asset distribution, and succession strategies. We work closely with attorneys to create integrated solutions for wealth preservation and smooth generational transfers aligned with clients' personal and financial objectives.
Business Advisory
We provide strategic guidance for business growth, including financial analysis, merger/acquisition support, and operational efficiency assessments. Our advisory services help owners navigate complex decisions with data-driven recommendations tailored to their specific industry challenges and market conditions.
People
Steven M. Shubert
CPA/Partner
With over 50 years in public accounting, Steve specializes in serving medical and legal practices. He graduated from Temple University and actively mentors emerging professionals in the accounting field.
Philip B. Goodman
CPA/Managing Partner
A Montgomery County native, Phil combines 40+ years of accounting expertise with estate planning specialization. He authors educational materials and serves on nonprofit boards, focusing on family business transitions.
Jay A. Huttner
CPA/Partner
Jay brings 30+ years of experience in business advisory and M&A transactions. He serves on tax policy committees and contributes financial expertise to community organizations and credit unions.
Howard S. Litz
CPA/Partner
Howard specializes in tax compliance and planning for family businesses. With 30+ years of experience, he also teaches tennis for Special Olympics and focuses on retirement plan consulting.
Heather Brauer
CPA/Associate Partner
Heather provides expertise in payroll taxation and nonprofit accounting. A dedicated client advocate, she combines technical proficiency with community involvement through volunteer education programs.
Questions
What accounting services do you offer for small businesses?
We provide full-service accounting, including bookkeeping, financial reporting, payroll, and tax compliance tailored to small businesses and family-owned companies.
Do you specialize in tax planning for high-net-worth individuals?
Yes, our CPAs offer personalized tax planning and estate strategies for executives, professionals, and affluent families to optimize financial outcomes.
Are you qualified to handle medical practice accounting?
Our team has decades of experience serving medical practices, including specialized tax compliance, revenue cycle management, and regulatory advisory services.
How do you ensure client confidentiality with financial data?
We adhere to strict AICPA ethical standards and use secure digital platforms with encryption to protect all client information and communications.
Can you assist with nonprofit organization accounting?
Yes, we offer tailored services for nonprofits, including grant reporting, compliance audits, and tax-exempt filing requirements.
