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Montgomeryville
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Montgomeryville
Showing 1 to 9 of 9 CPAs in Montgomeryville, Pennsylvania
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Susan K. Bevil
Certified Public Accountant
Verified Licensed
Location Montgomeryville, Pennsylvania 18936
Maryland and Pennsylvania-licensed CPA Susan K. Bevil resides in Montgomeryville, Pennsylvania, and has over 20 years of experience. She provides specialized services to family-owned enterprises and various business structures, including S-Corps, partnerships, and LLCs. As a seasoned tax professional, Susan offers expert individual and business tax return preparation, ensuring accurate and timely submissions. Her expertise also extends to tax compliance, basic accounting services, and individual tax services, providing clients with comprehensive support for their financial needs.
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William T. Kugler
Certified Public Accountant
Verified Licensed
Location Montgomeryville, Pennsylvania 18936
Located in Montgomeryville, Pennsylvania, William T. Kugler provides accounting services to entrepreneurs and various business structures, including S-Corps, partnerships, and LLCs. With over 20 years of experience in basic accounting services, individual tax services, and business tax services, he handles tasks such as retirement account tax reporting and payroll processing and compliance. His areas of specialization include assisting various business types with their financial needs, as well as helping entrepreneurs navigate complex tax situations.
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Gordon S. Shearer
Certified Public Accountant
Verified Licensed
Location Montgomeryville, Pennsylvania 18936
Gordon S. Shearer is a certified public accountant located in Montgomeryville, Pennsylvania, with over 20 years of experience serving various business structures and individual clients. His practice focuses on providing general accounting and advisory services, as well as IRS representation, to help clients navigate complex financial situations and tax regulations. A specialist in basic accounting services, financial planning, and business tax services, Shearer assists clients with tax preparation, audit and compliance issues, and financial planning strategies. He serves a range of industries, including S-corporations, partnerships, and limited liability companies, as well as individual and family clients.
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Gilbert S. Cohen
Certified Public Accountant
Verified Licensed
Location Montgomeryville, Pennsylvania 18936
Located in Montgomeryville, Pennsylvania, Gilbert S. Cohen provides accounting and tax services to small and medium-sized businesses, entrepreneurs, and startups. With over a decade of experience, Mr. Cohen specializes in basic accounting services, business tax services, and tax compliance, assisting clients with their financial statement compilation and bookkeeping needs. He also offers IRS representation services for individuals and businesses facing tax issues, ensuring timely and effective resolution.
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Cathee C. Thein
Certified Public Accountant
Verified Licensed
Location Montgomeryville, Pennsylvania 18936
Cathee C. Thein is a certified public accountant based in Montgomeryville, Pennsylvania, with over 20 years of experience in accounting and taxation. Her areas of specialization include basic accounting services, business tax services, and individual tax services, making her a valuable resource for entrepreneurs and start-ups, as well as family-owned enterprises. She provides additional services such as retirement account tax reporting and payroll processing and compliance to help businesses meet their tax obligations.
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Richard W. Slaven
Certified Public Accountant
Verified Licensed
Location Montgomeryville, Pennsylvania 18936
Based in Montgomeryville, Pennsylvania, Richard W. Slaven is a certified public accountant with over 20 years of experience providing accounting and tax services to small and medium-sized businesses and family-owned enterprises. His specialties include individual tax services, tax compliance, and basic accounting services such as bookkeeping and financial statement compilation. Mr. Slaven's expertise in preparing individual and business tax returns has been a valuable asset to his clients, allowing them to maintain accurate financial records and ensure compliance with tax regulations.
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Anthony A. Ivanoski
Certified Public Accountant
Verified Licensed
Location Montgomeryville, Pennsylvania 18936
Based in Montgomeryville, Pennsylvania, Anthony A. Ivanoski is a certified public accountant with extensive experience providing financial guidance. With over 15 years of expertise in accounting and taxation, he specializes in serving entrepreneurs and startups, as well as family-owned enterprises. His professional services include basic accounting, financial planning, and business tax services, in addition to retirement account tax reporting and tax planning and consulting.
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Philip E. Nase
Certified Public Accountant
Verified Licensed
Location Montgomeryville, Pennsylvania 18936
Based in Montgomeryville, Pennsylvania, Philip E. Nase provides expert accounting services to family-owned enterprises and small to medium-sized businesses. With over 10 years of experience in the field, he specializes in basic accounting services, small business accounting, and tax compliance. Philip E. Nase's services include bookkeeping and financial statement compilation, as well as comprehensive tax planning and consulting.
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Craig K. Carra
Certified Public Accountant
Verified Licensed
Location Montgomeryville, Pennsylvania 18936
Craig K. Carra is a certified public accountant based in Montgomeryville, Pennsylvania. With over 15 years of experience, he serves a diverse clientele, including family-owned enterprises and individuals and families, providing expert advice on financial matters. His areas of specialization include basic accounting services, business tax services, and small business accounting, helping clients navigate complex financial situations and make informed decisions. Additionally, Carra offers tax planning and consulting services, as well as IRS representation, providing comprehensive support for clients facing tax-related challenges.

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.