Business Details
Certified Public Accountants in Erie, PA
Felix & Gloekler, P.C has served individuals, businesses, and organizations across Northwestern Pennsylvania for over three decades. Our team of 15+ dedicated professionals specializes in tax planning and preparation, auditing, business consultation, and forensic accounting services. With collective audit experience exceeding 75 years, we provide tailored solutions for government entities, non-profits, and private companies while maintaining rigorous quality control standards.Our firm combines deep technical expertise with personalized service, offering year-round financial guidance and leveraging advanced tools like QuickBooks to streamline client operations. We maintain active involvement in professional organizations such as the AICPA Governmental Audit Quality Center and Employee Benefit Plan Audit Quality Center, ensuring our practices remain at the forefront of industry developments.
Services
Tax Planning & Preparation
Audits & Reviews
Business Consultation
Bookkeeping Services
Forensic Accounting
Litigation Support
Highlights and features
- We offer 30+ years of specialized accounting and auditing expertise
- Our team includes certified fraud examiners and QuickBooks specialists
- We provide year-round financial guidance beyond tax season
- We maintain rigorous quality control with peer-reviewed audit processes
- Our local knowledge serves Northwestern Pennsylvania businesses effectively
Associations and certifications
- AICPA Governmental Audit Quality Center
- Employee Benefit Plan Audit Quality Center
Services
Tax Planning & Preparation
We provide comprehensive tax planning and preparation for individuals and businesses. Our CPAs stay current with evolving tax regulations to minimize liabilities while ensuring compliance. Services include individual returns, corporate filings, estate taxation, and strategic year-end planning for optimal financial outcomes.
Audits & Reviews
Our firm conducts audits and reviews for government entities, non-profits, and private companies. Certified professionals follow Governmental Auditing Standards and OMB Circular A-133 requirements while providing operational improvement recommendations. Peer-reviewed quality control ensures accurate financial reporting.
Business Consultation
We offer strategic business consultation including entity selection, operational analysis, and financial process optimization. Our advisors help businesses with QuickBooks implementation, payroll tax compliance, and long-term growth planning tailored to specific industry needs.
Forensic Accounting
Our certified fraud examiners conduct forensic accounting investigations to identify financial discrepancies and quantify losses. We develop prevention strategies and provide expert testimony for legal proceedings involving financial misconduct or business disputes.
Litigation Support
We provide litigation support including expert witness testimony, financial document analysis, and damage calculations. Our services assist attorneys with divorce proceedings, insurance claims, and business transaction disputes while maintaining strict professional standards.
People
Natalie Heberlein
Partner
CPA and certified fraud examiner with 30+ years experience specializing in non-profit and government audits. Member of AICPA and Pennsylvania Institute of CPAs, serving as quality control partner since 2009.
Stephen J. Falk III
Partner
Certified public accountant since 2011 with expertise in non-profit audits and tax preparation. Active member of AICPA and Government Audit Quality Center, promoted to partner in 2020.
Jim Gloekler
CPA
Co-founder with specialization in government audits and tax planning. Active community member serving church finance committees and Pennsylvania accounting organizations since joining the firm in 1990.
Alan Felix
CPA
Co-founder focusing on government audits and small business planning. Former Erie Chapter president of Pennsylvania Institute of CPAs with extensive non-profit board experience since firm inception.
Questions
What accounting services do you offer?
We provide tax planning, audits, business consultation, forensic accounting, and QuickBooks support for individuals and organizations.
Do you specialize in any particular industries?
We focus on government entities, non-profits, employee benefit plans, and private businesses across Northwestern Pennsylvania.
How do your audit services differ from other firms?
Our audit team includes certified fraud examiners with 75+ combined years of experience conducting peer-reviewed assurance services.
Can you help with business financial planning?
Yes, we offer strategic business consultation including entity selection, operational efficiency analysis, and tax optimization strategies.
What tax preparation resources do you have?
Our CPAs use advanced tax software and maintain annual continuing education to ensure accurate, up-to-date tax filings.
Do you offer litigation support services?
Yes, we provide expert witness testimony and financial analysis for divorce proceedings, insurance claims, and business litigation.
