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Montrose
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Montrose
Showing 1 to 7 of 7 CPAs in Montrose, Pennsylvania
MC
Maynard C. Upright
Certified Public Accountant
Verified Licensed
Location Montrose, Pennsylvania 18801
Maynard C. Upright is a certified public accountant based in Montrose, Pennsylvania. With over 10 years of experience in the industry, he specializes in providing general accounting and advisory services, as well as bookkeeping and financial statement compilation to family-owned enterprises and individuals and families. His expertise also extends to individual tax services and basic accounting services, offering a comprehensive approach to financial planning and management.
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Jacques H. Kline
Certified Public Accountant
Verified Licensed
Location Montrose, Pennsylvania 18801
Jacques H. Kline is a certified public accountant based in Montrose, Pennsylvania. With over 10 years of experience in the field, he provides a range of services, including individual and business tax return preparation, payroll processing, and compliance. His areas of specialization include basic accounting services, tax compliance, and small business accounting, which he has applied effectively in serving small and medium-sized businesses, as well as individuals and families.
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Louis J. Harasymczuk
Certified Public Accountant
Verified Licensed
Location Montrose, Pennsylvania 18801
Based in Montrose, Pennsylvania, Louis J. Harasymczuk is a seasoned accounting professional with over 15 years of experience in providing expert tax and financial services. He specializes in offering comprehensive Basic Accounting Services, Individual Tax Services, and ensuring Tax Compliance for various small-sized businesses and entrepreneurs in the region. Mr. Harasymczuk also provides valuable support with Payroll Processing & Compliance, as well as representing clients before the IRS, ensuring they receive the necessary assistance during tax audits and disputes.
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Philip B. O'Malley
Certified Public Accountant
Verified Licensed
Location Montrose, Pennsylvania 18801
Philip B. O'Malley is a certified public accountant based in Montrose, Pennsylvania. With over 15 years of experience, he provides bookkeeping and financial statement compilation services to small and medium-sized businesses, as well as entrepreneurs and startups in the area. His specialization in basic accounting services, tax compliance, and business tax services enables him to deliver expert guidance on sales tax compliance and other financial matters.
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Roberta E. Otto
Certified Public Accountant
Verified Licensed
Location Montrose, Pennsylvania 18801
Based in Montrose, Pennsylvania, Roberta E. Otto offers comprehensive accounting services to small and medium-sized businesses in a variety of structures, including S-Corps, partnerships, and LLCs. With over 15 years of experience, she specializes in basic accounting services, individual tax preparation, and business tax services. Her expertise includes preparing individual and business tax returns, in addition to ensuring compliance with sales tax regulations.
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Theresa F. Allen
Certified Public Accountant
Verified Licensed
Location Montrose, Pennsylvania 18801
Based in Montrose, Pennsylvania, Theresa F. Allen provides expert accounting services to family-owned enterprises and individuals and families. With over 15 years of experience in financial planning, business tax services, and general accounting and advisory, she offers tailored solutions to meet the unique needs of her clients. Allen's areas of specialization include basic accounting services, financial planning, and business tax services, making her a valuable resource for those seeking comprehensive accounting expertise.
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Kim E. Eldred
Certified Public Accountant
Verified Licensed
Location Montrose, Pennsylvania 18801
Located in Montrose, Pennsylvania, Kim E. Eldred is a seasoned certified public accountant with over 10 years of experience in providing financial guidance to small and medium-sized businesses, entrepreneurs, and startups. Her expertise includes basic accounting services, business tax services, and tax compliance, ensuring clients meet their financial obligations and comply with relevant tax laws. Eldred also specializes in IRS representation, helping individuals and businesses resolve tax-related issues and disputes. With a focus on accurate and timely tax return preparation, Eldred offers individual and business tax return preparation services to clients in the region.

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.