Business Details
50+ Years
experience
Expert Accounting Services in Warren, PA
At Kersey & Associates, we bring decades of expertise in accounting, tax, and financial consulting to businesses and individuals across Warren County and Northwestern Pennsylvania. Founded over 50 years ago, our firm has built a reputation for delivering personalized, high-quality services tailored to each client's unique needs. Our team of certified public accountants holds active licenses in Pennsylvania, with select members also credentialed in New York, ensuring compliance with evolving state and federal regulations. We specialize in small business accounting, tax preparation, payroll services, and strategic financial planning, with a particular focus on nonprofit organizations and complex tax scenarios. Our commitment to client empowerment extends through educational support, customized QuickBooks solutions, and proactive tax planning strategies designed to maximize savings.Located in downtown Warren, Pennsylvania, we serve clients through in-person consultations, remote communication, and secure digital document management systems. Our comprehensive services include IRS audit representation, estate tax planning, business valuation, and internal controls development. With a client-centric approach that emphasizes transparency and long-term financial success, we pride ourselves on being more than just accountantswe are strategic partners in our clients' financial journeys. Our physical office at 208 Liberty Street offers convenient access with ample parking, while our digital infrastructure supports seamless service delivery for clients throughout the region.
Services
Tax Preparation
Bookkeeping Services
Payroll Processing
IRS Audit Representation
Business Consulting
Details
- Year established: 1973
Highlights and features
- We offer 50+ years of combined experience in Pennsylvania accounting services
- Our team includes CPAs licensed in both Pennsylvania and New York
- We provide customized solutions for small businesses and nonprofits
- We offer in-person, phone, and secure digital service delivery options
- We focus on proactive tax planning and IRS compliance solutions
Services
Tax Preparation
Our comprehensive tax preparation services cover individual, business, and nonprofit tax returns. We ensure compliance with federal, state, and local tax regulations while maximizing deductions and credits. Our CPAs stay current with changing tax laws to provide accurate filings and strategic tax planning for optimal financial outcomes.
Bookkeeping Services
We offer complete bookkeeping solutions including bank reconciliation, financial statement preparation, and general ledger maintenance. Our services ensure accurate financial records for informed business decisions. We implement systems that improve cash flow management and support tax compliance.
Payroll Processing
Our payroll services handle employee compensation, tax withholdings, and regulatory compliance. We process payroll calculations, tax deposits, and year-end reporting while maintaining compliance with labor laws. Our solutions reduce administrative burdens and ensure timely, accurate payments.
IRS Audit Representation
We provide expert IRS audit representation to protect your interests during tax examinations. Our CPAs manage all communication with the IRS, prepare necessary documentation, and advocate for fair treatment. We work to resolve issues efficiently while minimizing potential liabilities.
Business Consulting
Our business consulting services focus on strategic financial planning, cash flow management, and business valuation. We help owners develop growth strategies, implement effective accounting systems, and navigate financial challenges with expert guidance.
People
John M. Kersey
Managing Director
With 45+ years in public accounting, John Kersey leads the firm's operations and client services. He holds an MBA from Gannon University and specializes in strategic financial planning for local businesses.
James S. Embrey
Managing Director
James Embrey oversees tax services and audit engagements with 20+ years of public accounting experience. He graduated from the University of Pittsburgh with a business administration degree and specializes in tax compliance solutions.
Lisa M. McDermott
Managing Director
Lisa McDermott provides auditing and financial reporting expertise with 20+ years in public accounting. A Kings College graduate, she specializes in nonprofit accounting and employee benefit plan audits for regional organizations.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive small business accounting including bookkeeping, bank reconciliation, income statements, balance sheets, and general ledger maintenance.
Do you handle tax preparation for individuals and businesses?
Yes, we prepare all types of tax returns including individual, corporate, partnership, nonprofit, and complex multi-state tax filings.
Can you help with IRS audit representation?
Our CPAs provide complete IRS audit support, handling all communication and documentation requirements on your behalf.
What payroll services do you offer?
We manage full payroll processing, tax compliance, direct deposits, garnishment calculations, and year-end W-2/1099 reporting.
Do you offer QuickBooks support for businesses?
Yes, we provide QuickBooks setup, training, troubleshooting, and customized system implementation for small businesses.
