Business Details
42 Years
experience
Certified Public Accountants in Delaware Valley
Umbreit Korengel & Associates PC has built a reputation as a trusted accounting firm dedicated to delivering comprehensive financial solutions. With over 35 years of combined experience, our team of seasoned professionals provides services that extend beyond traditional accounting, including auditing, tax compliance, and business advisory. Our peer-reviewed status reflects our commitment to meeting the highest industry standards through rigorous internal controls and continuous improvement. We prioritize ethical values such as competence, integrity, and trust, ensuring our clients receive accurate, reliable, and confidential financial guidance. Our team maintains advanced technical expertise through mandatory continuing professional education and active participation in national and regional professional organizations. We specialize in serving businesses, not-for-profit organizations, and individuals, offering tailored solutions like QuickBooks support, payroll services, and senior-focused tax assistance.Our client-centric approach emphasizes proactive communication, personalized service, and a deep understanding of each client's unique financial landscape. By combining cutting-edge technology with access to top-tier local and national resources, we empower clients to achieve long-term financial growth and stability. Our partners, Tim Umbreit and Kathy Wileczek, bring decades of experience in diverse industries, including manufacturing, construction, real estate, and non-profits. This foundation of expertise, combined with a collaborative team structure, positions us to deliver actionable insights that drive measurable results for our clients.
Services
Accounting
Auditing
Tax Compliance
Payroll Services
QuickBooks Support
Not-for-Profit Services
Business Advisory
Senior Tax Services
Details
- Year established: 1984
Highlights and features
- We offer 35+ years of combined experience in tax and accounting services.
- Our peer-reviewed status ensures adherence to the highest industry standards.
- We provide personalized QuickBooks support and payroll services.
- Our team maintains advanced technical expertise through continuous education.
- We specialize in serving not-for-profit organizations and owner-managed businesses.
What people say
Efficient audits
Personalized service
Proactive guidance
Technical expertise
Timely results
Services
Accounting
We provide comprehensive accounting services tailored to businesses and individuals. Our team handles financial reporting, payroll processing, and internal control optimization. Clients benefit from customized solutions that ensure accuracy and compliance with evolving financial standards.
Auditing
Our auditing services combine technical expertise with practical insights. We evaluate internal controls, identify deficiencies, and deliver actionable recommendations. Clients receive thorough financial assessments that enhance transparency and operational efficiency for businesses and non-profits.
Tax Compliance
We offer strategic tax planning and compliance solutions to minimize liabilities. Our services include return preparation, deduction optimization, and multi-state tax management. Clients receive proactive guidance to navigate complex tax regulations effectively.
QuickBooks Support
Our QuickBooks specialists provide setup, training, and reconciliation services for desktop and online platforms. Clients access secure file transfer options and technical support to streamline financial operations and improve accounting efficiency.
Business Advisory
We deliver strategic business advisory services focused on growth planning and financial optimization. Our team assists with reorganization, investment analysis, and succession planning to help clients achieve long-term financial objectives through data-driven solutions.
People
Tim Umbreit
Founding Shareholder
With over 35 years of experience, Tim founded the firm in 1984 after working at a major CPA firm. He specializes in tax law and serves diverse industries while maintaining active roles in local community organizations.
Kathy Wileczek
Shareholder
Kathy brings 25+ years of public accounting experience, focusing on manufacturing, construction, and non-profits. She holds a BS in Accounting and serves on multiple local community foundation boards.
Questions
What accounting services do you offer?
We provide full-service accounting, including bookkeeping, financial reporting, and internal control recommendations tailored to your business needs.
Do you specialize in not-for-profit organizations?
Yes, we have a dedicated team with extensive experience auditing and advising trade associations, charities, and faith-based organizations.
How do you handle multi-state tax compliance?
Our experts navigate complex state and municipal tax regulations to ensure compliance while minimizing your tax liability.
What technology do you use?
We utilize advanced accounting software, including QuickBooks desktop, online, and hosted solutions for seamless financial management.
