Accounting • Employee Benefit Plans • Consulting • Tax Services • Small Business Services • Financial Planning

Serving Individuals, Small Businesses and Non-Profit Organizations in Pennsylvania, and Surrounding Areas

What Can You Expect From Us?

We provide peace of mind.

We have a special relationship with our clients. We care about you, your business or your organization, and we understand your needs. Your success is vitally important to us, and our goal is to take the stress out of your financial needs.

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Areas of Expertise

Business

Our financial reports and tax returns on behalf of your business are relied upon by lenders, attorneys, and various government agencies. The advice we provide to you reflects years of seasoned experience.

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Personal

We guide you through decisions that have financial and tax implications. By using trust, retirement, or other investment accounts, we help you preserve, protect, grow, and monitor your assets.

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Family

We help you plan for education, healthcare costs, retirement, and other funding needs of the family. We provide reliable advice in the areas of gift, trust, and estate planning.

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About Us

We are a full service Certified Public Accounting firm located in Reading, PA. Our staff of 14 includes 9 licensed CPA’s and 5 support professionals. We provide accounting, tax, and consulting services to individuals, small businesses, corporations, and professional practices.

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Our team

Meet the people who get the job done

Alan Ross

CPA - Founding Partner

Lisa L. Arnold

CPA

Jessica M. Savina

CPA

Jacqueline R. Bertolet

CPA

David Ross

CPA

Michael E. Gross

CPA

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Ask Us Anything, Anytime.

We care about you, your business or your organization, and we understand your needs. Your success is vitally important to us, and our goal is to take the stress out of your financial needs.