Business Details
17 Years
experience
Expert Accounting & Audit Services in Landenberg, PA
At RW Group, we combine traditional accounting excellence with a modern, client-focused approach. Founded in 2009, our firm serves businesses locally in Southeastern Pennsylvania and nationally, offering audit, tax, and quality control services tailored to diverse industries. Our team brings decades of experience in accounting and auditing, serving clients ranging from small businesses to public companies. We prioritize personalized attention, timely communication, and cost-effective solutions that rival international firms.Active in professional organizations like the AICPA and PICPA, we maintain rigorous quality standards while fostering a collaborative work environment. Our commitment extends beyond clients to the community, with team members serving on nonprofit boards and industry committees. With resources and expertise comparable to large firms, we deliver high-quality services at accessible costs, ensuring clients meet regulatory requirements and achieve financial clarity.
Services
Audit Services
Tax Preparation
Quality Control
Peer Review
Employee Benefit Plan Audits
Details
- Year established: 2009
Highlights and features
- Experienced team with decades of expertise in accounting and auditing
- Personalized attention from founding partners actively involved in client work
- Affiliated with leading professional organizations ensuring quality standards
- Cost-effective services rivaling large international firms
- Active community involvement and industry leadership
Associations and certifications
- AICPA
- PICPA
- PCAOB
What people say
Cost-effective audit
Timely decisions
Skilled professionals
Satisfying outcomes
Thorough service
Services
Audit Services
RW Group delivers efficient audits for public and private companies, ensuring compliance with SEC requirements and lender obligations. Our team prioritizes timely communication and cost-effective processes while maintaining international-quality standards. Clients benefit from tailored solutions that balance regulatory needs with business objectives.
Tax Preparation
With nearly three decades of experience, we prepare federal, state, and local tax returns for individuals and businesses. Our services minimize liabilities while ensuring compliance, supported by client testimonials highlighting our professionalism and ability to simplify complex tax requirements.
Quality Control Services
We provide customized quality control solutions for accounting firms, including financial statement reviews and engagement quality assessments. Our services help firms maintain compliance with evolving standards while freeing partners to focus on client needs through annual internal inspections.
Peer Review
RW Group conducts peer reviews for firms of all sizes, leveraging affiliations with AICPA and Employee Benefit Plan Audit Quality Center. Our team addresses review acceptance criteria proactively, ensuring rapid approval while maintaining independence and technical expertise.
Employee Benefit Plan Audits
Specialized audits for ERISA-compliant plans include participant-level testing and compliance checks. Our approach ensures adherence to plan documents while addressing the unique complexities of benefit plan financial reporting for diverse organizations.
People
Richard E. Wortmann
Founder & CPA
With over 30 years of experience, Richard founded RW Group in 2009 after earning his degree from Drexel University. He specializes in audits for manufacturing, healthcare, and nonprofit sectors while serving on AICPA and PICPA committees.
Brian Ramirez
Staff Accountant
Joining RW Group in 2021, Brian focuses on small business audits and tax services after graduating from the University of Delaware. He balances professional work with outdoor activities and caring for his Aussiedoodle puppy.
Rosalee C. Wortmann
Office Administrator
Rosalee has managed HR and marketing operations since 2014, holding a Drexel University marketing degree. She chairs temple committees and supports community organizations like The Wardrobe while overseeing office operations.
Questions
What accounting services does RW Group offer?
We provide audit services, tax preparation, quality control for accounting firms, peer reviews, and employee benefit plan audits.
Do you serve businesses outside Pennsylvania?
Yes, while based in Pennsylvania, we serve clients nationally and internationally through our established resources.
How experienced is your audit team?
Our team has over 30 years of combined experience serving public companies, small businesses, and nonprofits across multiple industries.
Are your services affordable for small businesses?
Yes, we offer cost-effective solutions comparable to large firms while maintaining personalized attention for smaller clients.
What professional accreditations do you hold?
We maintain affiliations with AICPA, PICPA, and PCAOB, and participate in national peer review committees.
Can you assist with employee benefit plan audits?
Yes, we specialize in ERISA-compliant audits including participant-level testing and compliance verification for benefit plans.
