Filter Results
Bala Cynwyd
Filter Results
Bala Cynwyd
Showing 91 to 100 of 111 CPAs in Bala Cynwyd, Pennsylvania
DM
David M. Silver
Certified Public Accountant
Verified Licensed
Location Bala Cynwyd, Pennsylvania 19004
Practicing in the Bala Cynwyd area since 2007, David M. Silver has gained extensive experience serving entrepreneurs and startups, as well as individuals and families, with their accounting needs. His specializations include basic accounting services, financial planning, and tax compliance, all of which are critical components in ensuring individuals and businesses meet their financial obligations. Notably, Silver also offers IRS representation services to assist clients in resolving tax disputes and addressing tax audits, a valuable resource for those facing complex tax issues.
SA
Stephen A. Schell
Certified Public Accountant
Verified Licensed
Location Bala Cynwyd, Pennsylvania 19004
Based in Bala Cynwyd, Pennsylvania, Stephen A. Schell has nearly two decades of experience in accounting and taxation. His areas of specialization include basic accounting services, business tax services, and financial planning, serving entrepreneurs and startups, as well as small and medium-sized businesses. Mr. Schell's services encompass bookkeeping and financial statement compilation, and he also provides representation before the IRS in the event of audits or disputes. With his comprehensive background in taxation, Mr. Schell is well-equipped to address a range of accounting needs for his clients.
JJ
Joseph J. Lucas
Certified Public Accountant
Verified Licensed
Location Bala Cynwyd, Pennsylvania 19004
Based in Bala Cynwyd, Pennsylvania, Joseph J. Lucas provides accounting services to individuals and families, as well as family-owned enterprises. With over [number of years] years of experience, he specializes in basic accounting services, small business accounting, and business tax services. Lucas's services also include general accounting and advisory, as well as retirement account tax reporting, helping clients navigate their financial obligations.
JS
Jerry S. Sobelman
Certified Public Accountant
Verified Licensed
Location Bala Cynwyd, Pennsylvania 19004
Based in Bala Cynwyd, Pennsylvania, Jerry S. Sobelman provides tax and accounting services to entrepreneurs and family-owned enterprises. With over 15 years of experience, his practice specializes in basic accounting services, tax compliance, and financial planning. He represents clients in IRS matters and offers tax planning and consulting services to ensure compliance and minimize liabilities. Sobelman's expertise encompasses a range of accounting needs, allowing him to tailor his services to the specific requirements of small businesses and families.
MJ
Michael J. Toklish
Certified Public Accountant
Verified Licensed
Location Bala Cynwyd, Pennsylvania 19004
Based in Bala Cynwyd, Pennsylvania, Michael J. Toklish provides accounting services to individuals and families, as well as small and medium-sized businesses. With a strong focus on individual tax services and financial planning, Toklish's expertise includes basic accounting services for businesses and individual tax return preparation. His experience in payroll processing and compliance ensures that clients are in accordance with relevant regulations.
RH
Robert H. Levitt
Certified Public Accountant
Verified Licensed
Location Bala Cynwyd, Pennsylvania 19004
Based in Bala Cynwyd, Pennsylvania, Robert H. Levitt is a certified public accountant with extensive experience in tax preparation and small business accounting. He specializes in providing basic accounting services, business tax services, and support to various business structures, including S-Corps, partnerships, and LLCs. Mr. Levitt also offers individual and business tax return preparation, including retirement account tax reporting, to small and medium-sized businesses in the region.
L
Lori Weinberger-Reiner
Certified Public Accountant
Verified Licensed
Location Bala Cynwyd, Pennsylvania 19004
Lori Weinberger-Reiner is a licensed CPA based in Bala Cynwyd, Pennsylvania. With over 15 years of experience in accounting, she specializes in providing individual tax services, small business accounting, and basic accounting services to various business structures including S-Corps, partnerships, and LLCs. Her expertise extends to IRS representation and retirement account tax reporting, ensuring clients receive accurate and timely guidance on their financial matters. As a seasoned practitioner, Weinberger-Reiner serves individuals and families in addition to small to medium-sized businesses, offering tailored accounting solutions to meet their unique needs.
WJ
William J. Hamilton
Certified Public Accountant
Verified Licensed
Location Bala Cynwyd, Pennsylvania 19004
Based in Bala Cynwyd, Pennsylvania, William J. Hamilton provides accounting services to small and medium-sized businesses and family-owned enterprises. With over 15 years of experience in tax planning and consulting, Hamilton offers expert guidance on financial planning, business tax services, and payroll processing and compliance. Specializing in basic accounting services, Hamilton helps clients navigate financial complexities and achieve their long-term objectives.
JE
Julia E. Harvey
Certified Public Accountant
Verified Licensed
Location Bala Cynwyd, Pennsylvania 19004
Located in Bala Cynwyd, Pennsylvania, Julia E. Harvey is a certified public accountant with years of experience. Her practice focuses on providing individual and business tax return preparation and sales tax compliance services, catering to individuals and families as well as family-owned enterprises. With a specialization in basic accounting services, tax compliance, and small business accounting, Julia E. Harvey brings a wealth of knowledge to her clients, ensuring their financial records are accurate and up-to-date.
MI
Michael I. Mann
Certified Public Accountant
Verified Licensed
Location Bala Cynwyd, Pennsylvania 19004
Based in Bala Cynwyd, Pennsylvania, Michael I. Mann is a certified public accountant with over 15 years of experience in providing accounting services to various businesses and entrepreneurs. With a focus on small business accounting and tax preparation, his areas of specialization include basic accounting services, business tax services, and payroll processing and compliance. His expertise extends to representing clients in IRS matters and assisting with payroll processing and compliance to ensure seamless operations. Established relationships with small and medium-sized businesses, including entrepreneurs and startups, have allowed him to tailor his services to meet their unique accounting needs, providing personalized support and guidance.

Pennsylvania's large CPA market serves a populous state with diverse economy from finance and healthcare to manufacturing and agriculture. The Pennsylvania State Board of Accountancy requires 150 semester hours for licensure. CPAs must complete 80 hours of continuing professional education every two years, including 2 hours of ethics and minimum technical requirements.

Key Tax Considerations: Pennsylvania has a flat 3.07% individual income tax (no local deductions allowed) and 8.99% corporate net income tax, but extremely complex local taxation with thousands of jurisdictions imposing earned income tax, local services tax, and business privilege taxes. CPAs commonly handle state tax compliance, navigating the bewildering array of local taxes, sales and use tax, and multi-state issues. Philadelphia has its own city wage tax and Business Income and Receipts Tax adding complexity. The lack of state deductions for federal itemized deductions creates planning differences from most states.

Industry Specializations: Healthcare systems and life sciences, financial services and insurance, manufacturing (traditional and advanced), higher education, energy (Marcellus Shale natural gas), agriculture, technology, professional services, and tourism are primary focus areas. Philadelphia CPAs often specialize in life sciences and financial services, while Pittsburgh focuses on healthcare and technology transformation. Rural areas maintain strong agricultural and traditional manufacturing practices.

For CPA Professionals: The Pennsylvania Institute of CPAs serves one of the nation's largest CPA communities. Major markets include Philadelphia (life sciences, finance, professional services), Pittsburgh (healthcare, technology, traditional industries), and numerous secondary markets like Harrisburg, Allentown, and Erie. The state offers diverse opportunities from sophisticated urban practices to rural agricultural services. Local tax complexity creates specialization opportunities, and the large population base provides stable demand. Cost of living varies significantly from expensive Philadelphia suburbs to very affordable rural areas.