Business Details
48 Years
experience
Trusted CPA Services in Lancaster, PA
Walz Group, a CPA and business advisory firm established in 1978, has served businesses and organizations in Lancaster, PA, and surrounding areas for over 45 years. Our team delivers personalized financial expertise in accounting, auditing, tax, and business management, guided by the philosophy of Ultimate Accountability. We prioritize tailored solutions, deep industry knowledge, and a commitment to helping clients achieve their financial and organizational goals. Our core valuescompetence, open-mindedness, unity, integrity, compassion, and trustworthinessanchor our approach to client service. We serve diverse industries, including live event, construction, manufacturing, healthcare, not-for-profit, and professional services, offering Partner-led engagement teams to provide practical business advice.Client testimonials highlight our role as trusted advisors, delivering sound financial guidance and exceptional customer service during critical business challenges. Our affiliation with the BDO Alliance USA enhances our ability to provide expanded services while maintaining local autonomy. Through a focus on relationship equity, forward-looking economics, and innovative financial solutions, we help clients navigate complex regulations, optimize tax strategies, and achieve long-term success.
Services
Business Advisory
Assurance
Tax Services
Client Accounting
Business Succession
Mergers & Acquisitions
Estate Planning
Business Valuations
QuickBooks Support
Cash Flow Analysis
Details
- Year established: 1978
Highlights and features
- We offer 45+ years of experience in accounting and business advisory services.
- Our team provides personalized support tailored to clients' unique industry needs.
- We are affiliated with the BDO Alliance USA for expanded service capabilities.
- Our core values ensure integrity and trustworthiness in all client interactions.
- We deliver practical business advice to solve problems and drive growth.
Associations and certifications
- BDO Alliance USA
What people say
Trusted resources
Sound business guidance
Integral in delivering forward-looking economics
Exceptional customer service
Practical business advice
Services
Business Advisory Services
Walz Group provides strategic business advisory services to help clients navigate operational challenges, succession planning, and financial decision-making. Our services include business valuation, estate planning, cash flow analysis, and operational reviews. With a focus on personalized solutions, we assist businesses in achieving long-term growth and stability through expert guidance and industry-specific insights.
Assurance Services
Our assurance services encompass audits, reviews, and financial statement preparations for for-profit and not-for-profit entities. We deliver comprehensive analyses to enhance financial transparency and compliance. Specialized offerings include employee benefit plan audits, agreed-upon procedures, and examinations to support organizational accountability and regulatory adherence.
Tax Services
Walz Group offers full-spectrum tax services, including corporate, partnership, and individual tax preparation, multi-state compliance, and international tax consultation. We provide strategic tax planning to minimize liabilities and ensure compliance with evolving regulations. Our expertise extends to estate and gift tax planning, trust reporting, and sales tax advisory.
Client Accounting Services
We deliver outsourced accounting solutions, including temporary CFO support, full back-office services, bookkeeping, and payroll preparation. Our customizable services cater to businesses needing part-time or full-time accounting assistance. We ensure accurate financial record-keeping and streamlined administrative operations to support organizational efficiency.
Business Succession Planning
Our business succession planning services help owners transition ownership while balancing family, financial, and tax considerations. We develop tailored transition plans, including mergers and acquisitions strategies, to ensure seamless leadership changes and long-term business sustainability through structured exit strategies.
Questions
What services does Walz Group offer?
We provide accounting, auditing, tax planning, business advisory, client accounting services, and business succession planning tailored to diverse industries.
How does Walz Group support business growth?
Through personalized financial strategies, industry expertise, and a Partner-led team approach to solve challenges and optimize operational efficiency.
What industries do you serve?
We specialize in live event, construction, manufacturing, healthcare, not-for-profit, professional services, and other key industries.
What sets Walz Group apart from other CPA firms?
Our philosophy of Ultimate Accountability, 45+ years of experience, and commitment to personalized, values-driven client relationships distinguish us.
