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Partnering with you for your financial success

At Umbreit, Wileczek & Associates, we're more than just a certified public accounting firm - we're a trusted partner for our clients, committed to helping them achieve financial growth and success. Our story began over 35 years ago, when our founders, Tim Umbreit and Kathy Wileczek, joined forces to provide comprehensive financial and business advisory services to the Delaware Valley. Today, our team of experienced professionals is dedicated to delivering unparalleled service and expertise to businesses, individuals, and not-for-profit organizations.

Our Philosophy

At the heart of our firm is a strong commitment to values that guide our approach to accounting, tax planning, and business advisory services. We believe in building long-term relationships with our clients, founded on trust, competence, integrity, and a passion for helping our clients succeed. Our team's expertise and technical knowledge are matched only by our dedication to staying current with the latest industry developments and technological advancements.

Our Services

We offer a wide range of services designed to meet the diverse needs of our clients, including:

Accounting Services: Expert accounting and bookkeeping services, including financial statement preparation, auditing, and tax compliance.

Tax Planning & Compliance: Strategic tax planning, individual and business tax preparation, and representation before the Internal Revenue Service (IRS).

Elder Services: Specialized services for seniors, including tax planning, estate planning, and financial guidance.

Business Advisory & Consulting: Expert business advisory services, including analysis, planning, and implementation of financial strategies.

Our Team

Our team of experienced professionals is comprised of certified public accountants (CPAs), enrolled agents (EAs), and certified management accountants (CMAs), each with their own areas of specialization. Our partners, Kathy Wileczek and Tim Umbreit, bring over 35 years of combined experience in tax and accounting to the firm. Our staff is further augmented by regular training and continuing professional education to ensure we remain current with the latest industry developments and technological advancements.

Our Approach

At Umbreit, Wileczek & Associates, we believe that building strong relationships with our clients is the key to long-term success. We take the time to understand our clients' unique needs and goals, tailoring our services to deliver personalized solutions that address their specific challenges. Our commitment to exceptional service is reflected in our reputation for professionalism, integrity, and expertise.

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