Business Details
41 Years
experience
Trusted Accounting & Advisory Services in Wayne, PA
Beucler Kelly & Irwin has been a trusted advisor in accounting and financial services since our establishment on November 1, 1985, through the merger of two Certified Public Accounting firms. Our mission centers on delivering unparalleled service grounded in quality, expertise, and ethical standards, serving emerging businesses, established small businesses, not-for-profits, employee benefit plans, individuals, estates, and trusts. With a history extending back to the 1940s through the legacy of Douglas R. Beucler's practice, we combine decades of experience with cutting-edge technology and ongoing professional training to meet the evolving needs of our clients. Our team of certified professionals provides meticulous attention to detail across auditing, tax planning, estate administration, and family office services, emphasizing transparency and client-centric solutions.We maintain memberships in prestigious organizations like the American Institute of Certified Public Accountants (AICPA) and participate in the AICPA Peer Review Program, achieving consistent 'Pass' ratings that validate our commitment to professional excellence. Serving clients across the Mid-Atlantic, New England, Midwest, and international markets, we prioritize enduring client relationships through proactive communication, tailored financial strategies, and a deep understanding of individual and organizational needs.
Services
Audits
Tax Preparation
Estate Administration
Family Office Services
Bookkeeping
Internal Control Evaluations
Forecasts & Projections
Agreed Upon Procedures
Details
- Year established: 1985
Highlights and features
- We offer over 80 years of combined experience in accounting and financial services.
- Our tax strategies are tailored to clients' long-term financial goals and retirement plans.
- Family office services provide holistic personal financial management for affluent families.
- Consistently rated 'Pass' in AICPA Peer Reviews for audit quality and professionalism.
- Commitment to client relationships through personalized attention and proactive communication.
Associations and certifications
- American Institute of Certified Public Accountants (AICPA)
- Pennsylvania Institute of Certified Public Accountants (PICPA)
- AICPA Private Companies Practice Section (PCPS)
- AICPA Employee Benefit Plan Audit Quality Center
- AICPA Peer Review Program
Services
Audits
Our audit services provide the highest level of assurance through comprehensive examination of financial statements. We issue opinions on financial statements taken as a whole, ensuring compliance with GAAP and regulatory standards. Our team conducts detailed testing of internal controls, transactions, and account balances to deliver credible, accurate reports for stakeholders, investors, and regulatory bodies.
Tax Preparation
We handle federal, state, and local tax return preparation for individuals, trusts, corporations, and partnerships. Our services include strategic tax planning to minimize liabilities, analysis of tax-advantaged investments, and representation during IRS audits. We focus on aligning tax strategies with clients' long-term financial goals and evolving tax laws.
Estate Administration
Our estate administration services guide executors through probate, asset valuation, tax filings, and distribution processes. We assist with preparing death certificates, identifying heirs, managing income-producing assets, and filing federal and state estate tax returns. Our team works with estate attorneys to ensure legal compliance and smooth asset transfer.
Family Office Services
We offer concierge-style family office services for affluent clients, including bill paying, real estate management, payroll services for household employees, and investment monitoring. Our services extend to creating personal financial statements, organizing estate documents, and advising on philanthropic and trust administration matters.
Internal Control Evaluations
We evaluate and strengthen internal control environments tailored to organizational size and structure. Through personnel interviews and procedural analysis, we identify weaknesses in cash handling, asset management, and transaction recording. Our recommendations enhance financial reporting accuracy and deter fraud, particularly benefiting small to mid-sized businesses.
Questions
What services does Beucler, Kelly & Irwin offer?
We provide auditing, tax preparation, estate administration, family office services, bookkeeping, and internal control evaluations for businesses and individuals.
When was Beucler, Kelly & Irwin established?
The firm was established in 1985 through the merger of two CPA firms with roots dating to the 1940s.
What geographic areas do you serve?
We serve clients across the Mid-Atlantic, New England, Midwest, other U.S. regions, Great Britain, and Bermuda.
Do you offer personalized tax planning?
Yes, we create tailored tax strategies considering retirement, estate plans, and cash flow requirements to minimize tax burdens.
How does the firm ensure audit quality?
We participate in the AICPA Peer Review Program and have consistently received 'Pass' ratings since 1985.
What are family office services?
Our family office services manage personal finances, real estate, payroll, trust administration, and philanthropic planning for affluent clients.
