Business Details
35 Years
experience
Trusted Accounting and Tax Services in Carnegie, PA
Founded in 1991, RLO & Company has established itself as a trusted leader in accounting, tax, and business consulting services. Our firm combines deep expertise with a personalized approach, ensuring clients receive tailored solutions that align with their financial and strategic goals. With decades of collective experience, we specialize in accounting services, tax planning, and comprehensive business planning, supported by certified professionals and advanced tools like QuickBooks. Our commitment to high standards and ethical practices has earned us a loyal client base in Carnegie, PA, and beyond. We focus on building long-term partnerships, offering proactive advice to enhance tax positions, business structures, and growth opportunities. Our teams dedication to excellence is reflected in our personalized attention, timely responses, and a track record of delivering value-driven results.We actively engage in professional organizations such as the Pennsylvania Institute of Certified Public Accountants and the National Society of Tax Professionals to stay at the forefront of industry developments. Whether youre a small business or a large corporation, our mission is to ensure your financial viability today while strategically planning for future success. Our services extend beyond traditional accounting to include operational analysis, budgeting, and strategic planning, making us a one-stop partner for all your financial needs. This holistic approach has solidified our reputation as a cornerstone of the local business community.
Services
Accounting Services
Tax Preparation
Business Planning
QuickBooks Support
Financial Statements
Payroll Services
Tax Representation
Estate Tax Returns
Budgeting
Operational Analysis
Details
- Year established: 1991
Highlights and features
- We have over 30 years of experience in accounting and tax services.
- Our team includes certified professionals with expertise in strategic planning.
- We provide personalized attention and tailored financial solutions.
- We offer comprehensive QuickBooks training and support services.
- Our proactive approach ensures long-term client success and compliance.
Associations and certifications
- CPA
- QuickBooks ProAdvisor
Services
Accounting Services
We provide accurate and timely accounting solutions, including bookkeeping, financial statements, and payroll services. Our team ensures compliance and clarity in financial reporting. Clients benefit from tailored support for both short-term needs and long-term growth strategies.
Tax Preparation
Our tax services include preparation for individuals and businesses, with strategies to minimize liabilities and maximize savings. We stay updated on tax laws to ensure compliance. Clients receive personalized advice and representation for federal, state, and local tax matters.
Business Planning
We develop customized business plans aligned with client goals, covering operational, financial, and strategic aspects. Our approach includes risk analysis and implementation support. Clients gain actionable insights to drive growth and competitive advantage.
QuickBooks Support
As QuickBooks ProAdvisors, we offer setup, training, and troubleshooting for businesses using QuickBooks. Our support ensures efficient financial management. Clients receive ongoing assistance to optimize their accounting processes and software utilization.
Estate Tax Returns
We handle estate and trust tax filings, including PA inheritance tax returns and federal estate tax compliance. Our expertise ensures accurate reporting and planning. Clients receive guidance to protect assets and meet legal obligations efficiently.
People
Rob Omer
Founder & CPA
Rob Omer, a CPA with over 30 years of experience, founded RLO & Company in 1991. He specializes in tax and business strategy, serving clients in engineering, distribution, and transportation industries.
Benjamin D. Schantz
Accounting & Tax Support
Ben Schantz joined RLO & Company in 2021, offering expertise in tax preparation and QuickBooks support. He holds a Master of Music degree and serves as a QuickBooks ProAdvisor.
Stephen R. Weiss
Accounting & Tax Support
Stephen Weiss, a QuickBooks ProAdvisor, joined the team in 2020. He brings administrative and customer service experience from Carnegie Mellon University and a background in music education.
M. Kym Aston
Assistant Project Coordinator
Kym Aston manages administrative duties at RLO & Company, leveraging 25+ years of experience in HR and administration. She joined in 2023 after working with Pittsburgh-area corporations and nonprofits.
Questions
What accounting services do you offer?
We provide bookkeeping, financial statements, payroll, budgeting, and QuickBooks support for businesses of all sizes.
Do you handle both individual and business tax preparation?
Yes, we prepare tax returns for individuals, corporations, partnerships, and LLCs, with strategic planning to minimize liabilities.
What is your experience with business planning?
We develop strategic plans covering financial, operational, and organizational goals, with implementation support and progress monitoring.
Are you certified QuickBooks ProAdvisors?
Yes, we offer QuickBooks setup, training, troubleshooting, and ongoing support to streamline your accounting processes.
