Business Details
50+ Years
experience
Your Trusted Accounting Partner in Altoona, PA
Established in 1917, our firm has built a century-long reputation as a trusted accounting and consulting partner for businesses, governments, and individuals across Central Pennsylvania. With over 775 organizational clients and 3,000 individual clients, we combine deep industry expertise with personalized service through our dual-supervision model, where two senior staff members oversee each account. Our team of 30+ professionals delivers comprehensive services including auditing, tax planning, forensic investigations, and business advisory, supported by our membership in Allinial Global, an elite network of independent accounting firms.We maintain specialized expertise in serving financial institutions, nonprofits, and government entities while continuously expanding our consulting capabilities to meet evolving client needs. Our commitment to excellence is demonstrated through certifications like Certified Fraud Examiner, adherence to strict professional standards, and a client-centric approach that prioritizes transparency and long-term relationships.
Services
Auditing
Tax Planning
Forensic Investigation
Payroll Services
Business Advisory
Estate Planning
FAR Audits
Succession Planning
Financial Statements
Payroll Tax Filing
Details
- Year established: 1917
Highlights and features
- We offer over 100 years of combined experience in accounting and consulting
- Our dual-supervision model ensures two senior staff members oversee every account
- We serve diverse industries including financial institutions, nonprofits, and government entities
- Our team holds advanced certifications including Certified Fraud Examiner
- We maintain membership in Allinial Global, an elite network of independent accounting firms
Associations and certifications
- Allinial Global
- Certified Fraud Examiner
Services
Auditing
Our auditing services provide the highest level of financial statement assurance through comprehensive examination of records and controls. Certified professionals verify financial accuracy and regulatory compliance for businesses, nonprofits, and government entities. We deliver actionable insights to improve financial transparency and decision-making.
Tax Planning
We develop customized tax strategies to minimize liabilities while maintaining compliance. Our experts stay current with evolving regulations to identify savings opportunities for individuals, businesses, and trusts. Services include return preparation and IRS representation for both personal and corporate clients.
Forensic Investigation
Certified Fraud Examiners conduct thorough investigations into financial discrepancies and suspected fraud. We analyze records, interview stakeholders, and prepare evidence for legal proceedings. Our services help organizations prevent and respond to financial misconduct through risk assessment and control implementation.
Payroll Services
We handle complete payroll processing including tax filings and compliance reporting. Our services cover wage calculations, tax deposit preparation, and new business registration with relevant authorities. We ensure accurate and timely submission of federal, state, and local payroll tax documentation.
Business Advisory
Our advisory services focus on business growth strategies and operational efficiency. We provide valuations, succession planning, and regulatory compliance guidance. Clients benefit from industry-specific insights and proactive recommendations to enhance organizational performance and long-term sustainability.
People
Dan Bradley
President
With over 25 years in public accounting, Dan leads our firm's strategic direction. He specializes in audit engagements for financial institutions and has extensive experience with regulatory compliance. Recognized as Pennsylvania Business Central's Top 100 Person in 2022.
Ben Miller
Senior Accountant
Ben provides comprehensive accounting services to diverse clients including manufacturing and service companies. Recognized as a Top 20 Under 40 Professional by the Altoona Mirror, he focuses on tax planning and business advisory services for growing organizations.
Rex Kaup
Lead Partner
A practicing CPA since 1979, Rex specializes in governmental accounting and nonprofit compliance. He has served as lead partner on numerous municipal audits and received multiple industry recognitions for his contributions to public sector financial transparency.
Questions
What accounting services do you offer for small businesses?
We provide complete accounting solutions including financial statements, payroll processing, tax planning, and business advisory services tailored to small business needs.
Do you specialize in any particular industries?
We have deep expertise in financial institutions, nonprofit organizations, government entities, and manufacturing sectors with specialized compliance knowledge.
How do you ensure client confidentiality?
We maintain strict confidentiality protocols following professional ethics and data security standards to protect all client information.
What sets your firm apart from other accounting firms?
Our dual-supervision model ensures two senior professionals oversee each account, combining personalized service with comprehensive expertise.
Can you assist with tax controversy resolution?
Yes, we represent clients before the IRS and state tax authorities, handling audits, appeals, and tax debt negotiation.
Do you offer advisory services beyond basic accounting?
We provide strategic business advisory including succession planning, valuation services, and operational efficiency consulting to support organizational growth.
