Business Details
50+ Years
experience
Your Trusted Accounting Partner in Latrobe, PA
Founded in 1962, our firm has built a legacy of delivering comprehensive tax, accounting, and business consulting services to individuals and businesses. Our team of certified professionals brings decades of collective experience in tax preparation, payroll management, financial reporting, and business valuation. We prioritize client success through personalized service, innovative solutions, and a commitment to staying ahead of evolving financial regulations. Our expertise extends to estate and gift tax planning, retirement strategy development, and QuickBooks support, ensuring clients receive tailored guidance for their unique needs.With a focus on transparency and reliability, we serve as trusted advisors, helping clients navigate complex financial landscapes with confidence. Our leadership includes Accredited in Business Valuation (ABV) professionals who provide expert witness testimony and specialized valuation services. Rooted in Latrobe, Pennsylvania, we combine local market knowledge with national standards of excellence to support our communitys financial growth.
Services
Individual Taxes
Business Taxes
Payroll Services
Accounting
Business Valuations
Tax Planning
QuickBooks Support
Estate Tax Reporting
Retirement Planning
Financial Statements
Details
- Year established: 1962
Highlights and features
- We offer over 60 years of combined experience in tax and accounting services.
- Our team includes Accredited in Business Valuation (ABV) professionals.
- We provide customized payroll solutions for businesses of all sizes.
- Our QuickBooks experts offer setup, training, and ongoing support.
- We specialize in estate and gift tax planning for complex financial scenarios.
Associations and certifications
- Certified Public Accountant (CPA)
- Accredited in Business Valuation (ABV)
Services
Individual Tax Preparation
We prepare federal, state, and local income tax returns for individuals, ensuring compliance and maximizing deductions. Our CPAs provide year-round tax planning to minimize liabilities and optimize refunds. Services include electronic filing, estimated tax payments, and IRS audit support.
Business Payroll Services
Our customized payroll solutions handle tax calculations, direct deposits, and regulatory reporting for businesses of all sizes. We offer electronic payment processing, W-2/1099 preparation, and QuickBooks integration to streamline payroll workflows and ensure compliance.
Business Valuations
Accredited professionals conduct detailed business valuations for mergers, estate planning, and shareholder transactions. We analyze financial statements, market conditions, and industry trends to deliver accurate, defensible valuations accepted by courts and financial institutions.
QuickBooks Support
We provide QuickBooks setup, training, and troubleshooting for businesses. Our experts optimize software configurations for financial reporting, payroll processing, and tax compliance, ensuring seamless integration with daily accounting operations.
Estate Tax Planning
We develop strategies to minimize estate and gift taxes through trusts, charitable contributions, and generational planning. Our team prepares federal estate tax returns and Pennsylvania inheritance tax filings to ensure compliance with evolving regulations.
People
Maryann White-Helfferich
Partner
CPA and ABV-accredited valuation expert with 25+ years in business consulting. Specializes in mergers, estate planning, and tax strategy. Graduated summa cum laude from University of Pittsburgh at Johnstown.
Ron States
Manager, Accounting & Tax Services
CPA with 20+ years of experience in tax preparation and nonprofit audits. QuickBooks Online Certified Pro Advisor. Joined the firm in 2023 after working with regional accounting firms.
Mark Ulishney
Manager, Accounting & Tax Services
Summa cum laude graduate from Saint Vincent College with 40+ years in public accounting. Specializes in family-owned business taxation and cost segregation reports. Published tax seminar presenter.
Christine Weise
Senior Staff Accountant
30+ years in small business accounting. Handles tax compliance, payroll, and financial reporting. Graduated from University of Maryland with a degree in Health Care Administration.
Jason Burkey
Senior Staff Accountant
24+ years in financial services. Expertise in corporate tax reporting and audit representation. Holds a BS in Business Management from University of Pittsburgh.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statements, payroll processing, and tax compliance services tailored to small businesses. Our team handles daily accounting needs and customized reporting.
Can you help with business succession planning?
Yes, our Accredited in Business Valuation professionals offer succession planning, including ownership transition strategies and valuation analysis for mergers or acquisitions.
Do you provide payroll services for startups?
We offer scalable payroll solutions for startups, including tax calculations, direct deposits, and regulatory filings. Services adapt to growing businesses' needs.
How do you handle multi-state tax filings?
Our team prepares and files state and local tax returns across jurisdictions, ensuring compliance with varying regulations for businesses operating in multiple states.
What sets your firm apart from online tax services?
We provide personalized CPA guidance, customized financial strategies, and in-person consultations unlike automated online platforms.
Can you assist with IRS audit representation?
Yes, our CPAs represent clients during IRS audits and tax disputes, leveraging expertise to resolve issues efficiently and minimize liabilities.
