Business Details
27 Years
experience
Your Trusted Accounting Partner in Beaver, PA
Founded in 1999, Lori A Hodge CPA combines national and regional firm experience with the personalized service of a local accounting practice. Our team of certified professionals specializes in tax planning, accounting services, and financial advisory for individuals and small businesses across Western Pennsylvania, Eastern Ohio, and Northern West Virginia. With two convenient offices in Beaver and Mars, Pennsylvania, we prioritize quality control through a peer review program and focus on building long-term client relationships.Our expertise spans individual and corporate tax preparation, QuickBooks consulting, audit services, and retirement planning. We are committed to delivering accurate, reliable financial solutions while maintaining transparency and trust with every client we serve.
Services
Tax Preparation
Tax Planning
Accounting Services
Audit Services
QuickBooks Consulting
Estate Planning
Retirement Planning
Business Start-Ups Consulting
Financial Statements Review
Payroll Services
Details
- Year established: 1999
Highlights and features
- We combine national and regional firm experience with personalized local service.
- We have two convenient locations in Beaver, PA and Mars, PA.
- Our quality control includes a peer review program for assurance services.
- We specialize in individual and small business tax planning and preparation.
- We develop personal relationships and trust with our clients.
Services
Tax Preparation
We prepare tax returns for individuals, sole proprietorships, partnerships, S corporations, trusts, and nonprofits. Our team ensures compliance with federal and state regulations while maximizing deductions and credits. Clients receive personalized guidance to simplify complex tax situations.
Audit Services
Our audit services include financial statement audits, reviews, and compilations for small businesses. We ensure transparency and accuracy in financial reporting, helping clients meet regulatory requirements and build trust with stakeholders through rigorous examination of records.
QuickBooks Consulting
We offer QuickBooks setup, training, and full-service accounting support. Our consultants help businesses streamline financial processes, reconcile accounts, and generate accurate financial statements to improve operational efficiency and decision-making.
Retirement Planning
We provide retirement planning services, including 401(k) plans, estate planning, and investment advisory. Our goal is to help clients achieve long-term financial security through tailored strategies and expert guidance on tax-efficient savings.
Business Start-Ups Consulting
We assist new businesses with accounting setup, tax registration, and financial planning. Our services include business structure advice, cash flow forecasting, and compliance support to ensure startups establish a strong financial foundation for sustainable growth.
People
Lori A. Hodge
CPA & Founder
Lori founded the firm in 1999 after working at Deloitte and Mellon Bank. She specializes in tax planning, business start-ups, and retirement planning, holding CPA and investment advisor certifications.
Daniel R. Hodge
CPA & Partner
Daniel brings experience from Ernst & Young and regional firms. He focuses on auditing, small business consulting, and retirement planning, with expertise in financial analysis and 401(k) plans.
Christa Demi
CPA
Christa specializes in tax preparation and nonprofit accounting. She holds a CPA license and serves as Director of Finance for the Pittsburgh Kids Foundation, ensuring accurate financial reporting.
Lisa Doyle
Client Service Team
Lisa supports clients with administrative tasks, leveraging her education and business experience to enhance service delivery in the Mars office.
Leigh Colyer
Client Service Team
Leigh assists with client onboarding and account processing, bringing 15 years of experience as an executive assistant in financial services and a paraplanner certification.
Questions
What accounting services do you offer?
We provide tax preparation, audit services, QuickBooks consulting, financial statements review, and retirement planning for individuals and small businesses.
Do you serve clients outside of Pennsylvania?
Yes, we serve clients in Western Pennsylvania, Eastern Ohio, and Northern West Virginia.
Are your accounting services peer-reviewed?
Yes, our assurance and accounting services undergo a peer review program to ensure quality and accuracy.
Can you help with business start-up accounting?
Yes, we offer specialized accounting and tax planning services for new businesses and entrepreneurs.
What tax deadlines should I be aware of?
Key tax deadlines include April 15, June 17, September 16, and October 15 annually. Visit our website for full details.
Do you offer financial planning services?
Yes, we provide estate planning, retirement planning, and investment advisory services through Harper & Hodge Wealth Management.
