Business Details
36 Years
experience
Your Trusted Accounting Partner in Willow Grove, PA
Luft & Company & Company has been dedicated to helping clients achieve their financial goals for over three decades. Our firm combines hands-on expertise with a holistic approach to accounting, tax planning, and business consulting, ensuring clients receive personalized service that prioritizes their unique needs. As a member of CPAConnect, we leverage national resources while maintaining the personalized relationships that define our small-firm ethos. Our team brings decades of industry experience, with an average tenure of 15+ years, and specializes in serving small businesses, households, and community associations. We emphasize transparency, responsiveness, and proactive financial guidance, including complimentary counseling to help clients make informed decisions.Recognized for our work with over 200 homeowners associations and partnerships with major management companies, we maintain Peer Review approval and active involvement in professional organizations like the Pennsylvania Institute of CPAs. Our founders' backgrounds in corporate finance and public accounting inform our commitment to simplifying complex financial landscapes for clients. We pride ourselves on consistency, with clients working directly with the same experienced professionals year after year.
Services
Tax Planning
Financial Audits
HOA Accounting
Business Consulting
QuickBooks Services
Details
- Year established: 1990
Highlights and features
- We offer 30+ years of experience in accounting and tax services.
- Our team maintains 15+ years average client service tenure.
- We provide complimentary financial counseling with no hourly charges.
- Our firm specializes in community association accounting for 200+ clients.
- We combine national resources through CPAConnect with personalized service.
Associations and certifications
- CPAConnect
- Peer Review Program
What people say
Best accounting firm
Excellent thorough work
Creative suggestions
Timely response
Same person every year
Services
Tax Planning
Our tax planning services combine strategic foresight with meticulous compliance. We specialize in optimizing tax positions for individuals and businesses through year-round advisory, not just annual filings. With expertise in Pennsylvania-specific regulations and federal tax codes, we help clients minimize liabilities while maintaining full compliance. Our approach integrates financial counseling to ensure tax strategies align with broader wealth-building objectives.
Financial Audits
We conduct comprehensive financial audits tailored to community associations and small businesses. Our audits exceed standard compliance checks by providing actionable insights into financial health. For homeowners associations, we perform transition audits and agreed-upon procedures that facilitate smooth governance changes while maintaining transparency. Our team's two decades of specialized experience ensures thorough evaluations that boards and management can trust.
HOA Accounting
Our homeowners association accounting services address the unique financial needs of condominiums and planned communities. We handle tax filings, financial reporting, and budget preparation specific to common interest realty associations. With experience serving over 200 communities, we understand the complexities of developer transitions and long-term reserve planning. Our services help associations maintain financial stability while complying with state-specific regulations.
Business Consulting
We provide strategic business consulting that bridges accounting expertise with operational guidance. Our services include financial statement analysis, cash flow management, and QuickBooks support to help businesses make data-driven decisions. As Certified QuickBooks ProAdvisors, we implement accounting systems that streamline financial operations. Our consulting approach focuses on simplifying complex financial matters to help business owners concentrate on growth.
Peer Review
Our firm maintains active participation in the AICPA Peer Review Program, undergoing regular evaluations to ensure service excellence. This voluntary commitment demonstrates our dedication to quality control and adherence to professional standards. The peer review process covers our accounting and auditing practices, providing assurance to clients about the reliability of our financial reporting. This ongoing scrutiny helps us refine our methodologies and maintain the highest levels of professional integrity.
People
Todd Luft
Founder & President
Todd Luft & Company & Company founded Luft & Company & Company after 15+ years in corporate finance roles at Kulicke & Soffa Industries and Nutri/System. He holds accounting and finance degrees from Temple University and specializes in small business solutions. His expertise includes guiding companies through IPOs and international expansions.
Kristen O'Reilly
CPA
Kristen O'Reilly provides comprehensive accounting and tax services with a focus on client education. She brings technical expertise in financial reporting standards and tax compliance regulations. Her approach emphasizes clear communication of complex financial concepts to business owners and association boards.
Cathy Hedrick
CPA
Cathy Hedrick specializes in community association accounting and tax compliance. With extensive experience in HOA financial reporting, she helps associations navigate complex regulatory requirements. Her background includes implementing accounting systems that improve financial transparency for property management companies.
Questions
What accounting services do you offer for small businesses?
We provide full-service accounting including financial statement preparation, tax planning, QuickBooks support, and strategic consulting tailored to small businesses' unique needs.
Do you specialize in homeowners association accounting?
Yes, we serve over 200 community associations with audit, tax, and financial reporting services specifically designed for condominiums and planned communities.
How does your firm maintain accounting quality?
We participate in the AICPA Peer Review Program and maintain CPAConnect membership to ensure adherence to the highest professional standards through regular evaluations.
What tax planning resources do you provide?
We offer year-round tax counseling, compliance services, and strategic planning to minimize liabilities while maximizing financial opportunities for individuals and businesses.
How long have you served the Willow Grove community?
Since 1990, we've provided accounting services to local businesses and community associations, with many clients maintaining relationships for over 20 years.
Videos
