Business Details
34 Years
experience
Certified Public Accountants in Jenkintown, PA
Schubert Goodman & Huttner has served clients in Jenkintown for over 40 years, combining experience, expertise, and energy to deliver personalized accounting solutions. Our firm specializes in tax, accounting, attest, and consulting services for closely held businesses, individuals, and nonprofit organizations. We prioritize professionalism, responsiveness, and quality, maintaining high standards through AICPA membership and triennial peer reviews. Our team coordinates with clients' legal, banking, and insurance partners to provide comprehensive financial guidance.With a focus on continuing education, we ensure technical expertise aligns with evolving client needs. Our reputation for timely service and insightful advice has fostered long-term relationships, evidenced by client referrals and industry recognition. We treat clients as we wish to be treated, offering undivided attention and tailored solutions to address both financial and emotional aspects of decision-making.
Services
Accounting
Tax Services
Audit & Assurance
Estate Planning
Business Advisory
Details
- Year established: 1992
Highlights and features
- We have over 40 years of experience serving Jenkintown businesses.
- Our team includes AICPA-certified CPAs with specialized industry expertise.
- We coordinate with your legal and financial advisors for seamless service.
- We provide personalized tax and financial planning solutions.
- Our AICPA peer reviews consistently result in zero comments.
Associations and certifications
- AICPA
Services
Accounting Services
Our accounting services provide accurate financial record-keeping and reporting for businesses of all sizes. We handle day-to-day transactions, payroll processing, and financial statement preparation. Our team ensures compliance with regulatory requirements while offering insights to improve financial performance.
Tax Planning
We develop customized tax strategies to minimize liabilities while maximizing savings opportunities. Our expertise covers individual, business, and estate tax planning with proactive year-round advisory services. We stay current with evolving tax codes to ensure optimal compliance.
Audit & Assurance
Our audit services provide independent evaluation of financial statements and internal controls. We conduct thorough examinations to ensure accuracy and compliance with accounting standards. Our assurance services help businesses strengthen financial credibility with stakeholders and regulatory bodies.
Estate Planning
We help clients create comprehensive estate plans to protect assets and facilitate smooth wealth transfer. Our services include trust establishment, will preparation, and tax-efficient gifting strategies. We coordinate with legal professionals to align financial and legal aspects of estate planning.
Business Advisory
Our business advisory services focus on strategic growth planning and operational efficiency. We provide financial analysis, cash flow management, and succession planning tailored to closely held businesses. Our goal is to help owners make informed decisions that enhance long-term value.
People
Steven M. Shubert
CPA/Partner
Partner with 50+ years of accounting experience, specializing in medical and legal practices. Temple University graduate actively involved in community financial education.
Philip B. Goodman
CPA/Managing Partner
Managing partner with 45+ years in public accounting. Expert in estate planning and author of accounting education materials. Active in local nonprofit leadership.
Jay A. Huttner
CPA/Partner
30+ year veteran advising manufacturing and hospitality sectors. Serves on PICPA tax policy committees and nonprofit boards. Industry-recognized financial strategist.
Howard S. Litz
CPA/Partner
Three-decade specialist in family-owned businesses and medical practices. Pennsylvania State University graduate with expertise in IRS representation and retirement planning.
Edward McKee
CPA/Director
Director with 30+ years serving nonprofits and closely held companies. Villanova graduate focused on strategic financial planning for organizational growth.
Questions
What accounting services do you offer?
We provide full-service accounting including bookkeeping, financial reporting, payroll processing, and internal control assessments for businesses and individuals.
How experienced is your team?
Our CPAs average 30+ years experience with specialties in tax law, estate planning, and industry-specific accounting for healthcare, real estate, and manufacturing sectors.
Do you handle tax controversy matters?
Yes, we represent clients before the IRS and state tax authorities, resolving audits, collections issues, and tax return discrepancies with documented compliance solutions.
What industries do you specialize in?
We focus on healthcare practices, legal firms, automotive dealerships, real estate development, and family-owned businesses across Pennsylvania and neighboring states.
How do you ensure service quality?
We maintain AICPA membership with triennial peer reviews, ongoing staff education, and documented quality control procedures exceeding industry standards.
