Business Details
42 Years
experience
Trusted Certified Public Accountants in Delaware Valley
Umbreit Korengel & Associates PC is a certified public accounting firm with over 35 years of experience delivering comprehensive financial solutions to businesses in the Delaware Valley. Our team of seasoned professionals combines advanced technical expertise with personalized service, prioritizing client partnerships to drive financial growth. We maintain a peer-reviewed status, adhering to the accounting industry's highest standards through rigorous ethical practices and continuous professional development. Our services extend beyond traditional accounting to include strategic tax planning, audit engagements, and business advisory solutions tailored to each client's unique needs. We leverage cutting-edge financial technology and national resources to ensure accurate, efficient outcomes while fostering long-term client relationships built on trust and integrity. Our commitment to excellence is reflected in our staff's credentials, including memberships in the American Institute of Certified Public Accountants and the Pennsylvania Institute of Certified Public Accountants.We specialize in serving owner-managed businesses, not-for-profit organizations, and individual clients requiring specialized tax and financial planning services. Our approach emphasizes proactive communication, internal control optimization, and actionable recommendations to address both immediate challenges and long-term objectives. With a focus on minimizing tax liabilities and maximizing resources, we provide customized solutions for industries ranging from manufacturing and construction to cultural arts and faith-based organizations. Our dedication to community involvement and client-centric values distinguishes us as trusted advisors in the financial services sector.
Services
Accounting
Auditing
Tax Services
Payroll Services
QuickBooks Support
Elder Tax Services
Business Advisory
Not-for-Profit Services
Estate Planning
Financial Consulting
Details
- Year established: 1984
Highlights and features
- We offer 35+ years of combined experience in tax and accounting services
- Our peer-reviewed status ensures adherence to industry's highest standards
- We provide personalized service with direct access to senior professionals
- Our team maintains advanced technical certifications and continuous education
- We specialize in serving not-for-profit organizations and owner-managed businesses
What people say
Personal attention
Efficient audits
Tax minimization
Year-round advisory
Proactive approach
Services
Accounting
We provide comprehensive accounting services for businesses of all sizes, including financial statement preparation, general ledger maintenance, and customized reporting. Our team works directly with clients to ensure accurate financial records and compliance with regulatory requirements. Services can be delivered on-site or through secure remote access.
Auditing
Our audit services include financial statement examinations, internal control evaluations, and compliance assessments for not-for-profit organizations and businesses. We provide written recommendations to improve deficiencies and material weaknesses while ensuring adherence to accounting standards and regulatory requirements.
Tax Services
We offer complete tax preparation and planning services for individuals and businesses, including multi-state tax compliance, deduction optimization, and tax minimization strategies. Our professionals provide year-round tax advisory services to help clients navigate complex tax regulations and reduce liabilities.
QuickBooks Support
Our QuickBooks specialists provide setup, training, and reconciliation assistance for desktop, online, and hosted environments. Clients can work with us at their location or securely transfer files electronically for efficient accounting software management and troubleshooting.
Payroll Services
We handle complete payroll processing including calculation, tax registrations, deposits, quarterly filings, and year-end reporting. Our services ensure compliance with federal, state, and local payroll tax regulations while maintaining accurate employee payment records.
People
Tim Umbreit
Founding Shareholder
With over 35 years of experience, Tim founded the firm in 1984 after working at a large CPA firm. He specializes in serving diverse industries and holds the Chartered Global Management Accountant designation. Active in community organizations, he brings extensive technical expertise to client engagements.
Kathy Wileczek
Shareholder
A certified public accountant with 25+ years of experience, Kathy works with manufacturing, construction, and not-for-profit clients. She holds a BS in Accounting from St. Joseph's University and serves on multiple local community foundation boards while maintaining AICPA and PICPA memberships.
Questions
What accounting services do you offer for small businesses?
We provide complete accounting services including bookkeeping, financial reporting, payroll processing, and QuickBooks support tailored to small business needs.
Do you specialize in not-for-profit organization accounting?
Yes, we have a dedicated not-for-profit group with experience auditing trade associations, cultural arts organizations, and faith-based entities.
How do you handle multi-state tax compliance?
Our team navigates complex multi-state tax regulations to ensure compliance while implementing strategies to minimize overall tax liabilities.
What technology do you use for accounting services?
We utilize state-of-the-art accounting software including QuickBooks platforms and secure file transfer systems for efficient service delivery.
Can you assist with estate and retirement planning?
Yes, we offer specialized financial planning services including estate planning, investment counseling, and retirement strategy development.
How do I schedule a consultation?
Contact us through our website or phone to arrange an initial consultation with one of our experienced accounting professionals.
