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Bradfordwoods
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Bradfordwoods
Showing 1 to 7 of 7 CPAs in Bradfordwoods, Pennsylvania
MA
Michele A. Mckenzie
Certified Public Accountant
Verified Licensed
Location Bradfordwoods, Pennsylvania 15015
Michele A. Mckenzie is a CPA with expertise in basic accounting services, financial planning, and small business accounting, serving a diverse client base in Bradfordwoods, Pennsylvania. With over 15 years of experience in providing General Accounting & Advisory services, Michele assists clients with various business structures, including S-corporations, partnerships, and LLCs, as well as entrepreneurs and startups. She also specializes in retirement account tax reporting, helping individuals and business owners navigate complex tax regulations and optimize their financial planning.
CE
Charles E. Rauker
Certified Public Accountant
Verified Licensed
Location Bradfordwoods, Pennsylvania 15015
Based in Bradfordwoods, Pennsylvania, Charles E. Rauker serves clients in the local community as a certified public accountant. With over 15 years of experience, he delivers expert accounting services to individuals and various business structures, including S-Corps, partnerships, and LLCs. Charles provides specialized support in basic accounting, small business accounting, and business tax services. He also represents clients before the IRS, addressing tax-related issues as part of his comprehensive tax return preparation services.
MW
Mark W. Hale
Certified Public Accountant
Verified Licensed
Location Bradfordwoods, Pennsylvania 15015
Mark W. Hale, a certified public accountant based in Bradfordwoods, Pennsylvania, offers general accounting and advisory services to individuals and families. With over 15 years of experience in providing basic accounting services, small business accounting, and business tax services, he has developed a reputation for delivering accurate and timely financial guidance to entrepreneurs and startups. He specializes in retirement account tax reporting, helping clients navigate the complexities of tax laws and regulations to minimize their tax liabilities.
AS
Adam S. Monks
Certified Public Accountant
Verified Licensed
Location Bradfordwoods, Pennsylvania 15015
Adam S. Monks is a certified public accountant with nearly 10 years of experience serving a diverse range of clients in Pennsylvania. His expertise lies in providing basic accounting services, business tax services, and individual tax services to various business structures, including S-Corps, partnerships, and LLCs, as well as individuals and families. Monks' services include retirement account tax reporting and payroll processing and compliance.
AJ
Anthony J. Caruso
Certified Public Accountant
Verified Licensed
Location Bradfordwoods, Pennsylvania 15015
Based in Bradfordwoods, Pennsylvania, Anthony J. Caruso brings over 20 years of experience in accounting and taxation to his clients. He specializes in providing bookkeeping and financial statement compilation services, tax planning and consulting, as well as basic accounting services, small business accounting, and individual tax services. Caruso's expertise spans various business structures, including S-Corps, partnerships, and LLCs, with a focus on family-owned enterprises.
LA
Lori A. Trumbo
Certified Public Accountant
Verified Licensed
Location Bradfordwoods, Pennsylvania 15015
Lori A. Trumbo is a certified public accountant based in Bradfordwoods, Pennsylvania, with over 25 years of experience providing financial guidance to entrepreneurs and startups, as well as individuals and families. Her services include general accounting and advisory, with a focus on retirement account tax reporting and assisting small business owners with their financial needs. With specializations in basic accounting services, business tax services, and small business accounting, Trumbo offers expert support for complex financial situations. As a seasoned financial professional, she has honed her expertise in navigating tax laws and regulations to ensure her clients' financial well-being.
WC
William C. Waldschmidt
Certified Public Accountant
Verified Licensed
Location Bradfordwoods, Pennsylvania 15015
Based in Bradfordwoods, Pennsylvania, William C. Waldschmidt offers his expertise in a variety of accounting services. With over a decade of experience, he provides tax planning and consulting for small businesses and family-owned enterprises, helping them navigate financial complexities and meet compliance requirements. His specialization lies in basic accounting services, small business accounting, and tax compliance, catering to the needs of small and medium-sized businesses in southwestern Pennsylvania.

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.