Business Details
50+ Years
experience
Your Trusted Partner for Accounting and Tax Solutions
Established in 1973, our firm has built a reputation as a trusted partner in accounting and tax advisory services. With decades of combined experience, we provide comprehensive financial solutions tailored to meet the unique needs of our clients. Our team of certified professionals specializes in financial statement preparation, tax planning, and business advisory services, leveraging the latest industry tools and methodologies. We prioritize integrity, independence, and client advocacy, ensuring transparent communication and ethical practices in every engagement. Our expertise extends to audit representation, business valuation, and customized accounting system design, serving businesses and individuals across Pennsylvania.By maintaining deep local market knowledge and staying current with regulatory changes, we empower clients to navigate complex financial challenges confidently. Our commitment to excellence has earned long-term partnerships with organizations spanning diverse industries, including nonprofits, small businesses, and corporations. We approach every client relationship with loyalty and dedication, striving to become your most trusted advisor in both accounting and strategic business planning. Through continuous education and community involvement, we reinforce our position as a respected leader in the accounting profession.
Services
Accounting Services
Tax Services
Business Valuation
Financial Planning
Audit Representation
System Design
Tax Exempt Services
Bankruptcy Advice
Business Advisory
Details
- Year established: 1973
Highlights and features
- We offer over 50 years of combined experience in accounting and tax advisory services
- Our team provides personalized service with transparent communication practices
- We specialize in audit representation and complex tax planning strategies
- Our professionals maintain active involvement in local business organizations
- We guarantee customized accounting system design using leading software platforms
Associations and certifications
- Certified Public Accountants
What people say
Honest, dependable advice
Seasoned professionals
Integral part of our team
Sound financial advice
Personalized attention
Services
Accounting Services
We provide comprehensive accounting services including financial statement preparation, system design, and business forecasting. Our team creates accurate financial reports that meet regulatory requirements while offering actionable insights. Clients benefit from customized accounting solutions that improve financial visibility and decision-making capabilities.
Tax Services
Our tax services cover preparation, planning, and representation for corporations, partnerships, and individuals. We specialize in state and federal tax compliance, inheritance tax strategies, and IRS audit defense. Clients receive proactive tax-saving recommendations based on evolving regulations and individual circumstances.
Business Valuation
We offer professional business valuation services for mergers, acquisitions, and succession planning. Our analysis considers market conditions, financial performance, and industry trends to determine accurate business valuations. This service helps owners make informed decisions about selling, buying, or expanding business operations.
Financial Planning
Our financial planning services include individual investment strategies and business financial management. We develop comprehensive plans addressing tax implications, retirement goals, and wealth preservation. Clients receive personalized guidance to achieve long-term financial objectives while maintaining compliance.
Audit Representation
We provide expert representation during IRS audits and tax collection proceedings. Our team prepares documentation, communicates with tax authorities, and negotiates resolutions. This service ensures clients have professional advocacy during tax disputes while minimizing potential liabilities.
People
Robert G. Brown
President
Founder with over 50 years of public accounting experience, Robert established the firm in 1973. He specializes in tax strategy and business advisory services, serving local organizations and authoring tax publications.
Kathleen A. Abbott
Secretary/Treasurer
Certified Public Accountant since 1988, Kathleen provides comprehensive accounting solutions including system design and tax planning. She focuses on personalized client support and financial statement preparation for businesses and individuals.
Questions
What business structure should I choose?
We help clients evaluate options including corporations, LLCs, and partnerships based on tax implications, liability protection, and business goals.
How do I value my business?
Our valuation services consider financial performance, market conditions, and industry trends to determine accurate business valuations for sales or succession planning.
Does my nonprofit need audited financials?
We advise Pennsylvania nonprofits on compliance requirements, including whether audited financial statements are necessary for your organization.
What if the IRS levies my account?
Our tax professionals provide immediate representation and develop strategies to resolve IRS levies while protecting your business interests.
How can I control business growth?
We implement customized accounting systems and financial controls to help growing businesses manage rapid expansion effectively.
What tax considerations exist when buying a business?
We analyze tax implications of business acquisitions and structure transactions to optimize tax benefits for buyers.
