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Morton
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Morton
Showing 11 to 17 of 17 CPAs in Morton, Pennsylvania
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David S. Oliver
Certified Public Accountant
Verified Licensed
Location Morton, Pennsylvania 19070
Based in Morton, Pennsylvania, David S. Oliver is a licensed CPA with over 15 years of experience serving family-owned enterprises and individuals and families in the local community. His services include general accounting and advisory work, as well as specialized assistance with retirement account tax reporting and business tax services. With a focus on small business accounting and basic accounting services, David provides personalized guidance and support to his clients, addressing their specific needs and goals.
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Robert J. Dunlevy
Certified Public Accountant
Verified Licensed
Location Morton, Pennsylvania 19070
Based in Morton, Pennsylvania, Robert J. Dunlevy offers a range of accounting services, including individual and business tax return preparation. With over 20 years of experience, his expertise spans basic accounting services, tax compliance, and individual tax services. Specializing in tax planning and consulting for individuals and families, as well as family-owned enterprises, Dunlevy provides tailored solutions to meet the unique needs of each client.
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Joseph B. Morley
Certified Public Accountant
Verified Licensed
Location Morton, Pennsylvania 19070
Based in Morton, Pennsylvania, Joseph B. Morley is a certified public accountant with a background serving various business structures and individuals. His expertise encompasses general accounting and advisory services, including basic accounting, business tax services, and tax compliance for sales tax and other obligations. With extensive experience spanning over 20 years, Morley provides tailored guidance to meet the unique needs of S-Corps, partnerships, LLCs, and individual clients.
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Cheryl L. Mccullough
Certified Public Accountant
Verified Licensed
Location Morton, Pennsylvania 19070
Based in Morton, Pennsylvania, Cheryl L. Mccullough is a certified public accountant with over 20 years of experience in accounting and taxation. Her practice focuses on providing a range of services, including basic accounting services, small business accounting, and individual tax services, to meet the diverse needs of small and medium-sized businesses and individuals and families. Cheryl Mccullough is also experienced in representing clients before the IRS and preparing retirement account tax reports.
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Jodi A. Smith
Certified Public Accountant
Verified Licensed
Location Morton, Pennsylvania 19070
Jodi A. Smith, a certified public accountant based in Morton, Pennsylvania, brings 10 years of experience in tax planning and consulting to her clients. Her expertise extends to bookkeeping and financial statement compilation, providing comprehensive financial management for various business structures, including S-Corps, partnerships, and limited liability companies. With a specialization in basic accounting services and individual tax services, Jodi serves family-owned enterprises and other clients in the Morton area, offering customized financial planning solutions.
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Joseph C. Lance
Certified Public Accountant
Verified Licensed
Location Morton, Pennsylvania 19070
Joseph C. Lance, a certified public accountant (CPA), has been serving clients in Morton, Pennsylvania, for over a decade. With a focus on serving entrepreneurs and startups, as well as small and medium-sized businesses, he provides comprehensive accounting and advisory services. His expertise includes basic accounting services, individual tax services, and small business accounting, ensuring clients receive accurate financial guidance and support. By offering payroll processing and compliance services, Lance helps businesses manage complex financial tasks, allowing them to focus on growth and operations.
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Roseann Defreitas
Certified Public Accountant
Verified Licensed
Location Morton, Pennsylvania 19070
Roseann Defreitas is a certified public accountant based in Morton, Pennsylvania, with over 15 years of experience providing tax preparation and accounting services. She specializes in basic accounting services, including financial statement preparation, and tax compliance for small and medium-sized businesses, as well as various business structures such as S-Corps, partnerships, and LLCs. Her practice focuses on individual and business tax return preparation, as well as retirement account tax reporting, helping clients navigate complex tax laws and regulations.

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.