We are a local certified public accounting firm providing tax and accounting services to individuals and small businesses. We also offer complete payroll processing including direct deposit and electronic filing. We specialize in estate planning, business succession planning, fiduciary income tax preparation and computerized accounting systems support. We are a Quickbooks Proadvisor and offer training and practical solutions.

Founded in 2007 after working in the accounting profession for over 21 years at other local and regional CPA firms located in Berks County, Pennsylvania and in Scottsdale, Arizona.

Our industry experience includes, but is not limited to:

Our firm provides industry expertise and cost-effective insight looking beyond the numbers to assess current and future needs. Our firm has earned the appreciation and respect of our clients through technical expertise, integrity and a desire to excel in client service.