Business Details
50+ Years
experience
Expert Accounting Services in Frazer, PA
Lutz & Travers, P.C. is a family-owned accounting firm with over 70 years of combined experience, dedicated to providing personalized tax and financial solutions. Our team of certified public accountants specializes in individual and business taxation, financial statement preparation, and audit services for non-profits. We prioritize client communication, offering tailored strategies to reduce tax liability and enhance financial clarity.With expertise spanning start-ups to multi-million-dollar enterprises, we deliver objective insights and long-term advisory support. Our commitment to accuracy, compliance, and client education ensures businesses and individuals navigate complex tax landscapes with confidence. As a trusted advisor, we focus on building generational relationships while maintaining the highest standards of professionalism and ethical practice.
Services
Tax Planning & Prep
Small Business Accounting
Financial Statement Prep
Non-Profit Auditing
Year-Round Tax Consultation
Details
- Year established: 1955
Highlights and features
- We offer over 70 years of combined CPA experience in tax and financial services.
- Our dedicated accountants provide personalized strategies to reduce tax liability.
- We specialize in compliance for banks and regulatory financial statement requirements.
- Our team delivers tailored solutions for businesses from start-ups to $100M+ revenue.
- We prioritize client security and confidentiality in all financial data handling.
What people say
Personalized service
Tax expertise
Thorough explanations
Long-term trust
Successful referrals
Services
Tax Planning & Preparation for Individuals
We prepare federal, state, and local tax returns for high-income earners with complex situations, including multi-state income, self-employment, and rental properties. Our CPAs provide year-round planning to optimize deductions and credits while ensuring compliance. Clients receive strategic advice on withholding adjustments and tax law changes affecting their returns.
Small Business Accounting
Our team helps entrepreneurs manage accounting systems, financial reporting, and regulatory compliance. We offer objective analysis for business decisions, including expansion planning, retirement plans, and operational efficiency. Services include monthly/quarterly reporting and third-party audit preparation for banks or investors.
Financial Statement Preparation
We deliver GAAP-compliant compiled, reviewed, and audited financial statements for businesses and non-profits. Our assurance services meet lender requirements and regulatory standards, leveraging decades of experience to ensure accuracy and cost-effective compliance for clients across industries.
Not-For-Profit Accounting and Auditing
We assist non-profits with federal tax filings, Pennsylvania charitable registration, and audit requirements for organizations exceeding contribution thresholds. Our services include tax-exempt status applications, financial statement audits, and compliance strategies tailored to the unique needs of charitable organizations.
Tax Planning & Preparation for Businesses
We prepare tax returns for partnerships, LLCs, S-corps, and corporations, serving clients from start-ups to enterprises with $100M+ revenue. Our CPAs specialize in navigating industry-specific challenges across retail, healthcare, manufacturing, and construction sectors, ensuring compliance with evolving tax laws.
People
Andy Lutz
Shareholder
Andy Lutz, a third-generation CPA, specializes in tax strategy for closely held businesses and financial statement analysis. He focuses on reducing client tax liability through deductions and credits while advising on new tax law impacts.
Thomas Travers
Shareholder
Thomas Travers, a licensed CPA since 1995, brings expertise in medical practices and funeral homes. He combines public accounting experience with community leadership as a former Exchange Club president and Little League coach.
Michelle Lomonaco
Shareholder
Michelle Lomonaco, a CPA with 25+ years of experience, specializes in non-profit audits and corporate tax returns. Her background includes 13 years as a Controller in the software industry, managing financial reporting and budgeting.
Frank Lutz
Accountant
Frank Lutz, a CPA since 1976, focuses on family-owned businesses and non-profit audits. With over 45 years in public accounting, he provides strategic guidance to entrepreneurs and serves as a trusted advisor for multi-generational clients.
Robert Mattern
Accountant
Robert Mattern, a CPA since 2016, specializes in audits and tax services for small businesses and non-profits. He combines public accounting experience with two years as a controller at a manufacturing firm, prioritizing client communication.
Questions
What accounting services does Lutz & Travers offer?
We provide tax planning, financial statement preparation, audit services, and advisory support for individuals, businesses, and non-profits.
Do you specialize in complex tax situations?
Yes, we handle multi-state income, self-employment, rental properties, and high-income tax planning for individuals and businesses.
Can you assist with non-profit compliance?
We offer federal tax filings, Pennsylvania charitable registration, and audit services for non-profits exceeding contribution thresholds.
How do you support small business growth?
We provide financial reporting, expansion analysis, and retirement plan guidance to help business owners make data-driven decisions.
What sets your firm apart from other accountants?
Our 70+ years of combined CPA experience, personalized approach, and focus on long-term client relationships ensure tailored, reliable service.
