Business Details
Trusted Accounting Services in Jenkintown, PA
Our firm provides comprehensive accounting and advisory services to businesses and individuals, built on a foundation of professionalism, responsiveness, and quality. We specialize in serving closely held businesses, executives, and families, offering tailored solutions for tax planning, financial compliance, and strategic growth. With decades of combined experience, our team of certified public accountants delivers personalized attention, leveraging deep industry expertise to address complex financial challenges.We prioritize proactive communication, anticipating client needs while maintaining the highest standards of ethical practice. Our commitment to excellence is reflected in our long-standing client relationships and recognition as a trusted partner in financial stewardship.
Services
Business Accounting
Tax Planning
Audit Services
Estate Planning
Payroll Taxation
Nonprofit Accounting
Financial Due Diligence
Succession Planning
Highlights and features
- We offer over 30 years of combined experience in accounting and advisory services.
- Our team includes certified CPAs with specialized expertise in tax and business planning.
- We provide personalized service tailored to closely held businesses and families.
- Our firm undergoes rigorous peer reviews to maintain industry standards.
- We prioritize proactive communication and anticipate client needs ahead of deadlines.
Associations and certifications
- AICPA
Services
Business Accounting
We provide comprehensive accounting solutions for closely held businesses, including financial reporting, payroll taxation, and compliance management. Our services ensure accurate record-keeping and strategic financial oversight tailored to industries like healthcare, legal, and family-owned enterprises. With expertise in business planning and due diligence, we help clients maintain fiscal health and regulatory adherence.
Tax Planning
Our tax planning services focus on minimizing liabilities while maximizing growth opportunities for businesses and individuals. We specialize in state and federal compliance, estate planning, and representation before tax authorities. With certified specialists in estate planning and decades of experience, we deliver customized strategies aligned with clients' long-term financial goals.
Audit Services
We conduct thorough audit and assurance engagements, including employee benefit plan audits, to ensure transparency and regulatory compliance. Our team adheres to AICPA standards, providing objective assessments of financial statements and internal controls. This service supports businesses in maintaining credibility with stakeholders and improving operational efficiency.
Estate Planning
Our estate planning solutions help clients preserve wealth and facilitate smooth business transitions across generations. We integrate tax-efficient strategies with legal frameworks to address succession challenges. Certified specialists work closely with families and professionals to create tailored plans that align with personal and financial objectives.
Nonprofit Accounting
We support nonprofit organizations with specialized accounting, compliance, and advisory services. Our expertise includes grant management, donor reporting, and tax-exempt compliance. By understanding sector-specific challenges, we empower nonprofits to optimize resources and achieve their mission-driven goals while maintaining fiscal accountability.
People
Steven M. Shubert
CPA/Partner
Steven Shubert, a Temple University graduate, has practiced public accounting since 1973. He specializes in medical, legal, and family-owned businesses while mentoring the next generation of professionals.
Philip B. Goodman
CPA/Managing Partner
Philip Goodman, a Montgomery County native, brings over 40 years of accounting experience. He focuses on estate planning, business transition strategies, and nonprofit advisory services for closely held enterprises.
Jay A. Huttner
CPA/Partner
Jay Huttner offers 30+ years of advisory and tax expertise across manufacturing, real estate, and hospitality sectors. He specializes in business acquisitions and serves on PICPA's Taxation Thought Leadership Committee.
Howard S. Litz
CPA/Partner
Howard Litz provides tax compliance and planning services for family businesses and professionals. With a Pennsylvania State University background, he advises on retirement plans and startup operations.
Heather Brauer
CPA/Associate Partner
Heather Brauer specializes in payroll taxation and nonprofit accounting. A Pennsylvania State University graduate, she delivers client-focused solutions while balancing family and community involvement.
Questions
What services does Shubert Goodman and Huttner LLP offer?
We provide accounting, tax planning, audit services, estate planning, and nonprofit accounting tailored to closely held businesses and individuals.
Are your accountants certified professionals?
Yes, all our CPAs hold valid Pennsylvania certificates and maintain memberships with AICPA and PICPA.
Do you serve businesses outside Pennsylvania?
While based in Pennsylvania, we hold reciprocal privileges in all 50 states to serve clients nationwide.
How does your firm handle tax controversies?
We represent clients before the IRS and state tax authorities, providing strategic resolution for compliance disputes.
What industries do you specialize in?
We focus on healthcare, legal practices, family-owned businesses, manufacturing, and nonprofit organizations.
