Filter Results
Blue Bell
Filter Results
Blue Bell
Showing 51 to 60 of 113 CPAs in Blue Bell, Pennsylvania
RJ
Richard J. Levinson
Certified Public Accountant
Verified Licensed
Location Blue Bell, Pennsylvania 19422
Richard J. Levinson is a certified public accountant with over 20 years of experience, serving clients in the Blue Bell, Pennsylvania area. His expertise includes financial planning, individual tax services, and basic accounting services for various business structures, such as S-Corps, partnerships, and LLCs. A key area of practice for Mr. Levinson is tax planning and consulting, which he finds particularly rewarding due to the impact it has on clients' financial stability during tax season.
DC
Donald C. Wrigley
Certified Public Accountant
Verified Licensed
Location Blue Bell, Pennsylvania 19422
Based in Blue Bell, Pennsylvania, Donald C. Wrigley is an experienced CPA and accountant providing expert services to individuals and families, as well as small and medium-sized businesses. With over 15 years of experience, Wrigley offers a range of services including individual and business tax return preparation, tax planning and consulting, and financial planning, focusing on basic accounting services, tax compliance, and long-term financial well-being. He is dedicated to ensuring accurate and timely tax returns, providing personalized financial guidance, and helping clients navigate complex tax regulations and financial decisions.
DW
David W. Morgan
Certified Public Accountant
Verified Licensed
Location Blue Bell, Pennsylvania 19422
Located in Blue Bell, Pennsylvania, David W. Morgan is an experienced CPA with over 20 years of expertise in providing general accounting and advisory services to various business structures. His specialization in basic accounting services, financial planning, and small business accounting enables him to offer tailored guidance to family-owned enterprises and other organizations. One notable service offered by Morgan is retirement account tax reporting, ensuring that clients navigate the complex tax laws surrounding their retirement savings.
KM
Kerry M. Kane
Certified Public Accountant
Verified Licensed
Location Blue Bell, Pennsylvania 19422
Kerry M. Kane is a certified public accountant with over 15 years of experience providing accounting and advisory services to entrepreneurs, startups, and various business structures in the Blue Bell, Pennsylvania area. With a specialization in basic accounting services, financial planning, and tax compliance, Kane's expertise spans financial statement preparation, budgeting, and tax reporting for individuals and businesses. Kane also offers specialized tax reporting services for retirement accounts, ensuring accurate and timely filings for clients.
SW
Scott W. Hurley
Certified Public Accountant
Verified Licensed
Location Blue Bell, Pennsylvania 19422
Based in Blue Bell, Pennsylvania, Scott W. Hurley is a certified public accountant with over 15 years of experience. He specializes in providing basic accounting services, tax compliance, and financial planning to individuals and families, as well as entrepreneurs and startups. Hurley's expertise includes payroll processing and compliance, as well as retirement account tax reporting.
TP
Tania P. Meritz
Certified Public Accountant
Verified Licensed
Location Blue Bell, Pennsylvania 19422
Tania P. Meritz is a licensed Certified Public Accountant in Blue Bell, Pennsylvania. With over 15 years of experience in providing financial guidance to family-owned enterprises and small to medium-sized businesses. She specializes in basic accounting services, individual tax services, and financial planning, offering expert advice on tax return preparation and budgeting strategies. As a seasoned advisor, Tania helps her clients navigate complex tax laws and financial regulations, ensuring compliance and maximizing returns. Her extensive experience and knowledge in general accounting and advisory services have earned her a reputation as a trusted partner among her clients.
LA
Lonnie A. Coombs
Certified Public Accountant
Verified Licensed
Location Blue Bell, Pennsylvania 19422
Providing expert financial guidance to entrepreneurs and family-owned businesses in the Philadelphia area, Lonnie A. Coombs is a seasoned CPA with a deep understanding of tax laws and accounting regulations. Based in Blue Bell, Pennsylvania, he has over 10 years of experience helping clients navigate payroll processing, financial planning, and business tax services. His expertise extends to providing basic accounting services, tax planning and consulting, and ensuring compliance with all regulatory requirements.
TW
Timothy W. Moegen
Certified Public Accountant
Verified Licensed
Location Blue Bell, Pennsylvania 19422
Located in Blue Bell, Pennsylvania, Timothy W. Moegen provides trusted accounting services to individuals and families, as well as small and medium-sized businesses. With over 15 years of experience, he specializes in general accounting and advisory, bookkeeping, and financial statement compilation, ensuring accurate financial records and compliance. Timothy's expertise also extends to tax compliance and financial planning, helping clients navigate complex financial situations and achieve long-term goals.
ML
Margaret L. Koller
Certified Public Accountant
Verified Licensed
Location Blue Bell, Pennsylvania 19422
Based in Blue Bell, Pennsylvania, Margaret L. Koller is a local CPA with over 15 years of experience in the field of accounting. Her services encompass general accounting and advisory, payroll processing and compliance, and financial planning, catering to the needs of family-owned enterprises, individuals, and families. With a specialization in basic accounting services, individual tax services, and financial planning, Koller provides tailored guidance and support to her clients, helping them navigate complex financial matters. As a seasoned accountant, Koller remains up-to-date on changing financial regulations and industry standards, ensuring her clients receive expert advice and services.
CM
Carol M. Moscola
Certified Public Accountant
Verified Licensed
Location Blue Bell, Pennsylvania 19422
Based in Blue Bell, Pennsylvania, Carol M. Moscola is a certified public accountant with over a decade of experience in providing accounting services to individuals and small businesses. With a focus on tax compliance and basic accounting services, Moscola assists family-owned enterprises and individuals in navigating complex financial regulations. Her expertise includes IRS representation, individual and business tax return preparation, and small business accounting, ensuring accurate and timely financial reporting.

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.