Website Call now
Website
Call

Expert guidance for a stronger financial future

At Gerety & Associates, Certified Public Accountants, we take pride in our commitment to providing personalized financial guidance to individuals and businesses. Since our inception in 2004, we have been dedicated to delivering top-notch accounting, tax, and financial services to our clients. Our team of experienced professionals is dedicated to helping our clients achieve their goals and navigate the complexities of the financial world.

Our Services

We offer a wide range of services designed to meet the unique needs of our clients. Our expertise includes accounting services such as financial statements and bill pay, income tax compliance, income and estate tax planning, merger and acquisition planning, litigation support, trust accounting, and family office services. Our team takes the time to understand each client's specific needs and develops tailored solutions to help them achieve their objectives.

Our Experience

With over 42 years of experience working with closely held businesses and their owners, we have developed a deep understanding of the unique challenges and opportunities that they face. We have substantial experience in estate planning and the ability to handle complex transactions. Our team is committed to providing personalized service and expert guidance to help our clients achieve their goals.

Our Team

Our team is comprised of experienced professionals who are dedicated to delivering exceptional service to our clients. We invest in our employees' professional growth by providing them with learning opportunities, coaching, and mentoring. We respect our team by supporting a work/life balance environment. Our clients trust us because we are responsive to their needs and hire individuals with the highest level of integrity and provide them with top-notch training.

Our Core Values

Our core values reflect our commitment to our clients and our employees. We believe that knowledge is our strength, and we support and encourage professional growth as the lifeblood of our organization's success. We know our clients and proactively help them set and achieve goals with time-tested or innovative ideas. Our advice is always in the clients' best interest.

Why Choose Us

At Gerety & Associates, Certified Public Accountants, we are dedicated to helping our clients achieve their goals and navigate the complexities of the financial world. Our team of experienced professionals, combined with our commitment to personalized service and expert guidance, make us the ideal partner for individuals and businesses seeking top-notch accounting, tax, and financial services.

Reviews (5)
Write a Review
Positive: The reviewers praised Gerety and Associates for their exceptional service, expertise, and professionalism.

Overall Experience

The reviewers have had an overwhelmingly positive experience with Gerety and Associates, specifically with Irene Wandtke as their CPA. They have praised the level of service, expertise, and professionalism provided by the firm.

Professionalism and Expertise

The reviewers have highlighted Irene's exceptional skills and dedication to her clients. She has been described as "fantastic" and "amazing" to work with. Her ability to handle small business and personal taxes with ease has earned her high praise.

Client Satisfaction

The reviewers have expressed their complete satisfaction with the services provided by Gerety and Associates. They have mentioned that they have been using the firm's services for many years, which speaks to the level of trust and confidence they have in the firm.