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What we do

Full-service for the way a small business actually runs.

Tax preparation and planning, accounting and bookkeeping, payroll, investment and financial planning, and representation before federal and state taxing authorities.

01

Individual Tax Preparation & Planning

Year-round federal, state, and multi-state return preparation paired with planning that looks at the long arc, not just April 15.

We prepare federal, Pennsylvania, and multi-state returns for individuals and families — from a straightforward W-2 filing to returns involving rental properties, K-1s, equity compensation, and retirement distributions. Beyond preparation, we work with clients on estimated payments, withholding, charitable giving strategies, and retirement-account decisions throughout the year.

02

Business Tax Preparation & Planning

S-corps, partnerships, LLCs, and sole proprietors — structured for the way your business actually runs.

We work with closely-held businesses across Central Pennsylvania on entity selection, federal and state tax preparation, quarterly estimates, and strategic planning around major decisions — expansion, equipment purchases, ownership transitions, and exits.

03

Accounting & Bookkeeping

Monthly and quarterly bookkeeping, financial statement preparation, payroll, and ongoing QuickBooks support.

Whether you need a full outsourced bookkeeping function or someone to clean up your QuickBooks file once a quarter, we meet your business where it is. Services include monthly close, payroll processing, sales tax filings, and financial statement compilation.

04

Investment & Financial Planning

Investment and financial planning advice from Kelly McFeaters, EA, CRPC, coordinated with your tax work.

Kelly McFeaters, EA, CRPC, provides investment and financial planning advice in-house, coordinated with the tax work you already trust us to handle. Retirement planning, education funding, and intergenerational wealth questions are handled with the same long-view perspective as the rest of your relationship with our firm.

05

Specialized Business Knowledge

Deep experience in construction, real estate, professional services, and family-owned operating businesses.

Decades in Central Pennsylvania have given us pattern recognition across industries. We work fluently with construction contractors, real estate investors, professional services firms, and family-owned operating businesses — the kinds of engagements where industry context matters.

06

IRS & State Representation

Audit response, collections work, and representation before federal and Pennsylvania taxing authorities.

When the letter shows up, you want someone in your corner who has been there before. Our CPAs and Enrolled Agents are federally authorized to represent taxpayers before the IRS, and we handle Pennsylvania Department of Revenue matters routinely.

Not sure where to start?

Call the office and we'll figure out together whether we're the right firm for what you need.

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