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Merion Station
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Merion Station
Showing 1 to 10 of 19 CPAs in Merion Station, Pennsylvania
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Joseph D. Schwarz
Certified Public Accountant
Verified Licensed
Location Merion Station, Pennsylvania 19066
Joseph D. Schwarz is a certified public accountant based in Merion Station, Pennsylvania, with over a decade of experience providing comprehensive accounting services to entrepreneurs and startups. A seasoned practitioner of tax compliance, Schwarz helps clients navigate complex tax laws and regulations, ensuring timely and accurate filing of individual and business tax returns. His expertise extends to basic accounting services, financial planning, and payroll processing, allowing him to cater to a diverse range of business structures, including S-Corps, partnerships, and LLCs.
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Robertson C. Bertrand
Certified Public Accountant
Verified Licensed
Location Merion Station, Pennsylvania 19066
Based in Merion Station, Pennsylvania, Robertson C. Bertrand is a seasoned tax professional. With over two decades of experience in accounting and tax services, Mr. Bertrand specializes in providing expert guidance to family-owned enterprises, various business structures, and small businesses. His areas of specialization include basic accounting services, sales tax compliance, and tax planning & consulting. Mr. Bertrand's expertise extends to helping clients navigate complex tax compliance issues and optimize their financial strategies.
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Robert J. Lipstein
Certified Public Accountant
Verified Licensed
Location Merion Station, Pennsylvania 19066
Based in Merion Station, Pennsylvania, Robert J. Lipstein provides accounting services to small and medium-sized businesses in various structures, including S-Corps, partnerships, and LLCs, spanning over 20 years of experience. His expertise includes individual and business tax return preparation, as well as sales tax compliance, catering to the diverse needs of clients across different sectors. With a specialization in basic accounting services, business tax services, and small business accounting, Lipstein offers tailored solutions to meet the unique requirements of his clients.
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H. M. Rasch
Certified Public Accountant
Verified Licensed
Location Merion Station, Pennsylvania 19066
H. M. Rasch is a certified public accountant (CPA) serving the financial needs of individuals and businesses in Merion Station, Pennsylvania. With over 15 years of experience providing accounting and tax services, H. M. Rasch specializes in small business accounting, individual tax services, and basic accounting services. The accounting firm offers individual and business tax return preparation, as well as payroll processing and compliance services to small and medium-sized businesses and individuals.
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Joey A. Ryan
Certified Public Accountant
Verified Licensed
Location Merion Station, Pennsylvania 19066
Based in Merion Station, Pennsylvania, Joey A. Ryan provides accounting services to entrepreneurs and startups, as well as family-owned enterprises. With over 10 years of experience in basic accounting services, small business accounting, and individual tax services, Ryan helps clients navigate complex financial situations. In addition to basic accounting services, Ryan specializes in payroll processing and compliance, and represents clients before the IRS in matters of tax disputes and audits.
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Scott A. Isdaner
Certified Public Accountant
Verified Licensed
Location Merion Station, Pennsylvania 19066
Based in Merion Station, Pennsylvania, Scott A. Isdaner is a certified public accountant with over 20 years of experience in providing accounting and financial services. His expertise spans basic accounting services, financial planning, and small business accounting, catering to the needs of small and medium-sized businesses, entrepreneurs, and startups. Isdaner's services include bookkeeping and financial statement compilation, as well as individual and business tax return preparation, utilizing his knowledge of financial regulations and tax laws.
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Gene Marks
Certified Public Accountant
Verified Licensed
Location Merion Station, Pennsylvania 19066
Located in Merion Station, Pennsylvania, Gene Marks is a certified public accountant (CPA) with over 25 years of experience serving the tax and accounting needs of Family-Owned Enterprises and Individuals and Families. His specialization in Basic Accounting Services, Individual Tax Services, and Business Tax Services enables him to provide comprehensive assistance with financial planning and tax compliance, including IRS Representation and Retirement Account Tax Reporting. Gene's expertise in these areas is grounded in a deep understanding of tax code and financial regulations, allowing him to deliver accurate and timely services to his clients.
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Paul R. Brazina
Certified Public Accountant
Verified Licensed
Location Merion Station, Pennsylvania 19066
Paul R. Brazina, a certified public accountant based in Merion Station, Pennsylvania, has over 20 years of experience providing comprehensive financial services to individuals and families, as well as entrepreneurs and startups. Specializing in basic accounting services, small business accounting, and financial planning, Brazina helps clients navigate complex tax laws and regulations, including IRS representation and retirement account tax reporting. With expertise in financial planning and tax preparation, Brazina serves as a trusted advisor to his clients, helping them achieve their financial goals and make informed business decisions.
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Catherine Chan
Certified Public Accountant
Verified Licensed
Location Merion Station, Pennsylvania 19066
Catherine Chan, a certified public accountant based in Merion Station, Pennsylvania, has been providing accounting services for over 15 years. Her expertise lies in basic accounting services, individual tax services, and small business accounting, serving a range of industries including S-Corps, partnerships, and LLCs, as well as individuals and families. In addition to tax preparation and planning, Chan offers specialized services in payroll processing and compliance, ensuring businesses meet all relevant tax obligations.
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Brian Buckman
Certified Public Accountant
Verified Licensed
Location Merion Station, Pennsylvania 19066
Brian Buckman is a certified public accountant practicing in Merion Station, Pennsylvania, for over 20 years. He provides a range of accounting services to meet the diverse needs of his clients, including individual and business tax services, basic accounting, and sales tax compliance. Specializing in assisting entrepreneurs and startups, as well as individuals and families, Buckman offers dedicated IRS representation to help resolve tax-related issues.

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.