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Oaks
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Oaks
Showing 11 to 20 of 34 CPAs in Oaks, Pennsylvania
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Robert M. Manero
Certified Public Accountant
Verified Licensed
Location Oaks, Pennsylvania 19456
Based in Oaks, Pennsylvania, Robert M. Manero is a seasoned accounting professional with extensive experience in providing financial guidance to diverse clients. With over 15 years of experience, he offers general accounting and advisory services, preparing individual and business tax returns, and providing basic accounting services, financial planning, and individual tax services. His industry expertise includes working with various business structures, such as S-Corps, partnerships, and LLCs, as well as family-owned enterprises, helping them manage their financial operations effectively.
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Joseph F. Shirley
Certified Public Accountant
Verified Licensed
Location Oaks, Pennsylvania 19456
Based in Oaks, Pennsylvania, Joseph F. Shirley is a seasoned accountant with a focus on serving small and medium-sized businesses, as well as individuals and families. With over 15 years of experience in accounting and tax preparation, he provides general accounting and advisory services, including basic accounting and individual tax services. Shirley's expertise in tax return preparation allows him to effectively navigate the complexities of individual and business tax laws, ensuring accurate and timely returns for his clients.
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Kathyann C. Heilig
Certified Public Accountant
Verified Licensed
Location Oaks, Pennsylvania 19456
Kathyann C. Heilig is a certified public accountant with over 20 years of experience in providing financial services to various business structures, including S-Corps, partnerships, and LLCs. Based in Oaks, Pennsylvania, her practice focuses on individual and business tax return preparation, as well as bookkeeping and financial statement compilation services. Specializing in tax compliance and individual tax services, Heilig's expertise supports family-owned enterprises and small businesses in meeting their financial and tax obligations.
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Stephen M. Fuga
Certified Public Accountant
Verified Licensed
Location Oaks, Pennsylvania 19456
Located in Oaks, Pennsylvania, Stephen M. Fuga is a seasoned accountant with over two decades of experience providing expert financial guidance to entrepreneurs and startups, as well as small and medium-sized businesses. With a specialization in basic accounting services, financial planning, and small business accounting, Mr. Fuga offers a range of services including tax planning and consulting, with a focus on ensuring sales tax compliance. He provides tailored financial solutions that cater to the unique needs of each client, helping them navigate complex financial regulations and achieve long-term success.
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Murray Nathanson
Certified Public Accountant
Verified Licensed
Location Oaks, Pennsylvania 19456
Murray Nathanson is a certified public accountant based in Oaks, Pennsylvania, bringing over 20 years of experience in providing bookkeeping and financial statement compilation services to various business structures. He specializes in small business accounting and tax compliance, working with S-Corps, partnerships, and LLCs to ensure accurate financial reporting and tax compliance. Nathanson also offers expert retirement account tax reporting services, helping clients navigate the complexities of tax laws and regulations.
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Robert C. Hershey
Certified Public Accountant
Verified Licensed
Location Oaks, Pennsylvania 19456
Located in Oaks, Pennsylvania, Robert C. Hershey is a certified public accountant with over 20 years of experience in the field. He provides services in individual and business tax return preparation, as well as general accounting and advisory services, catering to the needs of small and medium-sized businesses. His specializations include basic accounting services, individual tax services, and small business accounting, covering a range of business structures, such as S-Corps, partnerships, and LLCs.
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Alain R. Floquet
Certified Public Accountant
Verified Licensed
Location Oaks, Pennsylvania 19456
Based in Oaks, Pennsylvania, Alain R. Floquet is a certified public accountant with extensive experience in individual and business tax return preparation, payroll processing, and compliance. With over 20 years of experience, he specializes in basic accounting services, tax compliance, and business tax services, serving small and medium-sized businesses, as well as individuals and families. His expertise includes preparing complex tax returns, managing payroll, and ensuring tax compliance for clients across various industries.
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Emily E. Gallagher
Certified Public Accountant
Verified Licensed
Location Oaks, Pennsylvania 19456
Emily E. Gallagher is a certified public accountant based in Oaks, Pennsylvania, with over 15 years of experience serving various business structures, including S-Corps, partnerships, and LLCs, as well as family-owned enterprises. Her expertise includes basic accounting services, business tax services, and small business accounting, with a focus on providing accurate financial guidance to meet individual business needs. Gallagher also specializes in payroll processing and compliance, ensuring businesses are in accordance with relevant laws and regulations, and provides retirement account tax reporting services to support comprehensive retirement planning.
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David S. Detar
Certified Public Accountant
Verified Licensed
Location Oaks, Pennsylvania 19456
David S. Detar is a certified public accountant based in Oaks, Pennsylvania, bringing over 12 years of experience in financial services to his clients. He specializes in providing accounting and financial planning solutions to entrepreneurs and small to medium-sized businesses, offering tailored services to meet their unique needs. His practice encompasses a range of services, including bookkeeping, financial statement compilation, payroll processing, and compliance, individual tax preparation, as well as basic accounting services.
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Robert L. Caruso
Certified Public Accountant
Verified Licensed
Location Oaks, Pennsylvania 19456
Based in Oaks, Pennsylvania, Robert L. Caruso is a seasoned accountant with over a decade of experience in providing comprehensive financial solutions to small and medium-sized businesses, as well as family-owned enterprises. His areas of specialization include basic accounting services, financial planning, and individual tax services, allowing him to address the diverse financial needs of his clients. Caruso's expertise extends to tax planning and consulting, with a particular focus on sales tax compliance, ensuring his clients remain up-to-date on all applicable regulations and laws. With a deep understanding of the complexities involved in financial planning and tax management, Robert L. Caruso offers expert guidance and support to his clients in navigating the ever-changing financial landscape.

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.