Business Details
24 Years
experience
Trusted CPA Services in Southeastern Pennsylvania
Founded in 2002, our firm has established itself as a trusted CPA firm serving individuals, closely held businesses, and not-for-profit entities in Southeastern Pennsylvania. Our commitment to timely communication, teamwork, and integrity forms the foundation of our client relationships. We maintain rigorous quality control systems, including tailored audit programs and continuous technical updates, to ensure efficient and thorough service delivery. Our advisory boardcomprising clients and industry expertsprovides quarterly feedback to enhance service quality and client satisfaction. With specialized expertise in tax planning, business valuation, forensic accounting, and litigation support, we act as strategic partners to help clients achieve their financial goals.Our 2008 merger with Birchard Bray and Company expanded our knowledge base and service capabilities. We prioritize proactive communication to prevent misunderstandings, offering personalized solutions for cash flow management, organizational structure, and compliance. Our professionals hold prestigious certifications such as Certified Valuation Analyst (CVA) and Certified in Financial Forensics (CFF), underscoring our technical expertise. Active in the community, we volunteer with local charitable organizations and maintain strong ties to the Southeastern Pennsylvania region. Our continuous training programs ensure our team remains at the forefront of accounting standards and industry best practices.
Services
Tax Compliance
Estate Tax Planning
Accounting & Auditing
Business Advisory
Payroll Services
Bookkeeping
Business Valuation
Forensic Accounting
Litigation Support
Bankruptcy Assistance
Details
- Year established: 2002
Highlights and features
- We offer 20+ years of experience in tax and forensic accounting services.
- Our team holds specialized certifications including Certified Valuation Analyst (CVA).
- We implement an advisory board feedback system for continuous service improvement.
- Our professionals provide expert witness testimony in accounting and tax matters.
- We maintain tailored audit programs for industry-specific compliance requirements.
Services
Tax Compliance
Our specialized tax department provides comprehensive compliance solutions for individuals and corporations. We utilize advanced software to optimize tax planning strategies while ensuring adherence to federal, state, and local regulations. Our team's expertise in multi-state tax compliance helps clients minimize liabilities through proactive planning.
Business Valuation
We deliver IRS-reviewed business valuations for various purposes including buy/sell agreements and succession planning. Our certified professionals provide court-admissible reports that analyze business worth through multiple valuation methodologies and industry benchmarks.
Forensic Accounting
Our forensic team uncovers financial discrepancies and traces asset flows for legal proceedings. Certified fraud examiners employ specialized techniques to investigate embezzlement, hidden income, and complex financial transactions in divorce and litigation cases.
Litigation Support
We assist attorneys with document preparation, asset identification, and expert testimony. Our professionals provide court-admissible analysis of financial records and offer strategic guidance during bankruptcy proceedings and commercial litigation.
Payroll Services
Our payroll solutions reduce administrative burdens through automated tax filings and compliance management. We handle federal, state, and local payroll tax requirements while maintaining strict adherence to evolving labor regulations.
People
Christopher J. Ruggiero
CPA, CVA, CFF
With 26+ years of experience, specializes in business valuation, forensic accounting, and multi-state tax compliance. Testifies as expert witness in tax and business matters. Holds advanced certifications from AICPA and NACVA. Active in community charitable organizations.
Christopher G. Long
CPA
23-year accounting professional with CFO experience. Specializes in corporate consultation, mergers & acquisitions, and financial control systems. Former Price Waterhouse accountant. Member of AICPA and Notre Dame Irish Angels Network mentoring startups.
Questions
What accounting certifications does your firm hold?
Our professionals hold Certified Public Accountant (CPA), Certified Valuation Analyst (CVA), and Certified in Financial Forensics (CFF) designations.
Do you serve businesses outside Southeastern Pennsylvania?
While based in Southeastern Pennsylvania, we serve clients nationally through remote collaboration and virtual advisory services.
Can you assist with IRS audit representation?
Yes, our tax compliance team provides audit support and representation for federal and state tax examinations.
What industries do you specialize in?
We work with manufacturing, construction, real estate, not-for-profits, and closely held businesses across multiple sectors.
Do you offer business succession planning services?
Yes, we provide comprehensive succession planning including valuation, tax strategies, and transition implementation.
