Business Details
48 Years
experience
Trusted Accounting & Business Advisory Services in Lancaster
Walz Group CPA has been a trusted accounting and business advisory firm in Lancaster, PA for over 45 years. Our team of certified professionals delivers personalized financial expertise in accounting, auditing, tax planning, and business management. We serve businesses across Lancaster, Lititz, Ephrata, Elizabethtown, Manheim, and the broader South-Central Pennsylvania region. Our philosophy of Ultimate Accountability ensures clients receive tailored solutions aligned with their unique financial and organizational goals. We combine deep industry knowledge with a commitment to practical advice, helping clients navigate complex regulations and achieve long-term success.Our services extend to business succession planning, cash flow analysis, QuickBooks support, and comprehensive assurance services. As an Independent Member of the BDO Alliance USA, we provide access to national resources while maintaining local autonomy. Our client testimonials highlight our reputation for trusted advisory relationships, efficient problem-solving, and exceptional customer service. We prioritize transparency, ethical standards, and continuous innovation to meet evolving client needs. With a team of experienced CPAs and advisors, we remain dedicated to delivering value-driven financial solutions that empower businesses to thrive.
Services
Business Advisory Services
Assurance Services
Tax Services
Client Accounting Services
Business Succession Planning
Mergers & Acquisitions
Estate Planning
Business Valuations
QuickBooks Support
Cash Flow Analysis
Details
- Year established: 1978
Highlights and features
- We offer 45+ years of accounting and advisory experience in Lancaster, PA.
- Our team includes CPAs and Certified Valuation Analysts with industry-specific expertise.
- We provide Partner-led engagement teams for personalized client support.
- Our BDO Alliance USA membership expands service capabilities without compromising autonomy.
- We focus on practical solutions for business succession, tax planning, and cash flow management.
What people say
Trusted resources
Sound business guidance
Valuable partner
Forward-looking economics
Practical business advice
Services
Business Advisory Services
Our Business Advisory Services provide strategic guidance for business succession, mergers and acquisitions, and operational efficiency. We help clients develop transition plans, analyze business valuations, and implement cash flow strategies. With expertise in estate planning and QuickBooks support, we deliver tailored solutions to enhance organizational growth and financial stability.
Assurance Services
We offer comprehensive assurance services including audits, reviews, and compilations for for-profit and not-for-profit entities. Our team specializes in employee benefit plan audits, agreed-upon procedures, and financial statement examinations. These services ensure regulatory compliance and provide actionable insights for improving internal controls and financial reporting accuracy.
Tax Services
Our Tax Services cover entity and individual tax planning, multi-state compliance, and international tax consultation. We specialize in estate and gift tax planning, sales tax compliance, and trust reporting. By staying ahead of regulatory changes, we help businesses minimize liabilities and optimize tax-saving opportunities across all industries.
Client Accounting Services
We provide outsourced accounting solutions including temporary CFO support, bookkeeping, payroll preparation, and back-office services. Our customizable offerings adapt to businesses of all sizes, ensuring accurate financial reporting and operational continuity. This allows clients to focus on core activities while we manage complex accounting functions.
Business Succession Planning
Our Business Succession Planning service helps owners navigate ownership transfers through family succession, sales, or ESOPs. We balance financial, tax, and personal considerations to create executable transition plans. This ensures business continuity while maximizing value and minimizing tax implications for closely held companies.
People
Lynn A. Mills
President
Lynn A. Mills leads Walz Group CPA as President with extensive experience in accounting and business advisory services. She focuses on delivering client-centered solutions and maintaining the firm's commitment to Ultimate Accountability.
Timothy A. Kershner
Principal
Timothy A. Kershner serves as a Principal, providing expertise in tax planning and compliance. His work emphasizes strategic advisory services for businesses and individuals across multiple industries.
Matthew T. Bono
Principal
Matthew T. Bono contributes as a Principal with a focus on assurance services and financial reporting. He supports clients through complex audits and regulatory compliance challenges.
Daniel T. Massey
Principal
Daniel T. Massey specializes in business advisory and succession planning. As a Principal, he helps clients develop long-term strategies for ownership transitions and organizational growth.
Benjamin J. Ritenour
Principal
Benjamin J. Ritenour provides leadership in client accounting services and operational consulting. His expertise supports businesses in achieving financial clarity and operational efficiency.
Questions
What accounting services does Walz Group CPA CPA offer?
We provide accounting, auditing, tax planning, business advisory, and client accounting services tailored to businesses in Lancaster, PA and surrounding areas.
How does Walz Group CPA support business succession planning?
Our team helps owners create transition plans balancing family succession, financial goals, and tax implications through mergers, sales, or ESOPs.
Are your tax services available for multi-state businesses?
Yes, our state and local tax experts offer compliance and planning strategies for businesses operating across multiple jurisdictions.
Do you offer QuickBooks support for small businesses?
We provide QuickBooks installation, training, and troubleshooting with three Certified ProAdvisors on staff to support small business accounting needs.
What industries do you specialize in?
We serve manufacturing, construction, healthcare, not-for-profit, professional services, and live event industries with tailored financial expertise.
