Business Details
Trusted Accounting and Tax Services in Allentown, PA
Greenberg Kennedy is a forward-thinking accounting firm formed through the strategic acquisition of Kennedy & Associates, combining decades of industry expertise with innovative business solutions. Our team of certified professionals, including seasoned CPA Michele and founder Kyle David, delivers seamless accounting, tax, and advisory services to individuals, businesses, and nonprofits. We prioritize client continuity, having implemented a meticulous transition plan to ensure uninterrupted service quality.Our commitment to excellence is demonstrated through secure data handling, personalized in-person meetings in Cherry Hill, NJ, and a proven track record of successful tax filings. With specialized knowledge in complex tax scenarios and nonprofit 990 filings, we provide tailored financial strategies that maximize client outcomes. Our integrated approach combines technical precision with deep industry experience to deliver reliable, client-centric solutions.
Services
Accounting
Tax Services
Advisory
Audit
Nonprofit Tax Filings
Highlights and features
- We combine decades of accounting expertise with innovative business solutions
- Our team includes experienced CPA Michele with 20+ years in tax practice
- We guarantee seamless service continuity during client transitions
- We offer personalized in-person meetings at our Cherry Hill, NJ office
- Our secure data transfer process protects client confidentiality
What people say
Timely filings
Expert advice
Strategic tax planning
Smooth transition
Services
Tax Services
Our comprehensive tax services cover individual, business, and nonprofit needs with precision and strategic planning. We ensure compliance while identifying opportunities to minimize tax liabilities. Our experienced CPAs provide personalized guidance through complex tax regulations and filing requirements.
Accounting
We deliver accurate financial accounting solutions including bookkeeping, financial statements, and payroll processing. Our systems ensure real-time financial visibility and regulatory compliance. Clients benefit from customized reporting tailored to their specific business needs.
Advisory
Our advisory services focus on strategic financial planning and business optimization. We provide expert guidance on tax implications, business structure, and growth strategies. Our approach combines technical expertise with practical business insights to drive client success.
Audit
We manage tax audit processes with professional representation and documentation support. Our team ensures thorough preparation and compliance verification. Clients receive clear guidance through audit procedures and resolution strategies.
Nonprofit Tax Filings
Specialized tax services for nonprofit organizations including 990 filings and compliance management. We understand unique nonprofit requirements and provide tailored financial reporting. Our expertise ensures adherence to specific regulatory standards for tax-exempt entities.
People
James H. Kennedy
Founder
Founder of Kennedy & Associates with decades of experience, committed to client trust and seamless transition to Greenberg Kennedy. Recognized for technical expertise and personalized service approach.
Kyle David
Owner
Owner of Greenberg Kennedy with expertise in IT and tax services, leading strategic acquisitions and business growth. Demonstrates commitment to client satisfaction through innovative service delivery models.
Michele
Tax Director
Experienced CPA with 20+ years in tax practice and Juris Doctorate, overseeing tax operations. Provides expert guidance on complex tax matters and regulatory compliance.
Questions
Will my fees change after the acquisition?
No, fees will remain exactly the same as the 2023 tax year with Kennedy & Associates.
Can I still meet in person with my accountant?
Yes, we maintain an office in Cherry Hill, NJ for in-person meetings and document drop-off.
What happens to ongoing audits?
Current audits will be completed by the same professionals who started them at Kennedy & Associates.
Will KDG handle nonprofit 990 filings?
Yes, we will continue handling nonprofit 990 filings for the 2024 tax year and beyond.
When can I schedule meetings with new accountants?
Joint meetings with old and new accountants will begin in February 2025 for smooth transition.
