Certified Public Accountants
Tax Return preparation services for individuals and business
IRS Representation for audits, collections, and appeals
IRS Offers In Compromise and Installment Agreements
Business Tax Planning services
QuickBooks services
FIRM PROFILE
We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success.
We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.
William H. Klein is an attorney and Certified Public Accountant, and holds a Master of Laws in Taxation. Bill has over 30 years of experience and specializes in both Federal and Pennsylvania income taxation and estates and trusts. Bill has practiced in the Pottstown area since 1984. He handles legal, accounting, and tax matters with the IRS and PA for individuals and businesses as well as tax return preparation for individuals, corporations, LLC's, LLP's, and partnerships.
Mr. Klein received his B.S. from Wilkes University in 1963 and his J.D. in 1966 from the Dickinson School of Law. In 1967 he received a Master of Laws in Taxation from Boston University. He is admitted to practice in Pennsylvania; the Unites States Tax Court and the U.S. Court of Federal Claims and has appeared before numerous federal and state administrative bodies. Bill is a member of the American and Pennsylvania Bar Association (Section on Taxation), Montgomery County Bar Association and Estate Planning Council, American and Pennsylvania Institutes of Certified Public Accountants (Section on Taxation and Personal Financial Planning), and the American Association of Attorney-Certified Public Accountants - Greater Philadelphia Chapter.
Lisa M. Monk is a Certified Public Accountant. After spending 13 years as a Revenue Agent with the Internal Revenue Service, Lisa joined the firm in June 2000. As a Revenue Agent, Lisa examined income tax returns for small businesses, corporations, partnerships, and trusts. Lisa specialized in the construction, personal service (legal and medical), and restaurant and service industries and conducted numerous examinations in the fields of manufacturing, retail, food services, and automotive repair. Lisa received her BS in Accounting from Philadelphia University (formally the Philadelphia College of Textiles and Science) in 1989. Lisa is a member of the PICPA and AICPA.
Since leaving the IRS and entering public accounting, Lisa has successfully handled many IRS and PA cases including Audits, nonfiling of tax returns. Trust Fund Penalty issues, Collection issues, Installment Agreements, and Offers in Compromise. She can be relied upon to give an honest and confidential opinion of a client's case and what is the best way to resolve the issues. She can turn any "mess" into an organized and understandable filing.
Lisa also handles tax return preparation and tax planning issues for corporations, partnerships, LLC's, LLP's, and individuals.
Cheryl Reiss is a Certified Public Accountant. Cheryl joined the firm in October 2005. Cheryl received her Masters of Business from Penn State in 1996. Cheryl is a member of the PICPA and AICPA.
Cheryl Reiss handles accounting and tax matters with the IRS and PA for individuals and businesses as well as tax return preparation for individuals, corporations, LLC's, LLP's, and partnerships. Cheryl also has experience in the preparation of compiled and reviewed financial statements. Cheryl is also a "Qualified Quickbooks Advisor" and can assist clients with any bookkeeping issues.
Doris Kusniez joined the firm in November 2008. Prior to joining the firm Doris worked for 7 years for Herbein & Compnay Inc as an Individual Tax Return preparer and main receptionist. Doris handles all Individual Tax returns and any payroll issues.
