hile tax preparation is an important part of a CPA’s job, it’s not our only role. In addition to tax planning and tax preparation, our firm provides a broad range of auditing and accounting services for individuals and businesses.  Our professionals can assist you in forming a new business, establishing an IRA or rolling over a 401(k) account, and choosing the right investment vehicles to meet your financial goals.

We work with individuals and businesses throughout the year providing investment advice, business strategy and financial planning recommendations.  Our goal is to provide you with the personalized attention and courtesy that you deserve.  At our firm, you’re not just a client – you’re our investment.

 

New Business Formation

Accounting Services

Tax Planning and Preparation

Financial Planning & Investment Management

Auditing

Management Consulting

Computer Hardware & Software Consulting

Small Business Accounting

Financial Planning

 

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New Business Formation

Are you thinking about starting your own business? Do you have a existing business that needs help with all the mandatory paperwork?  Our accountants will help you develop financial strategies to make your business more profitable!  We will prepare your financial statements, quarterly tax computations and payroll, allowing you more time to be your own boss and focus on your day-to-day business operations.

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Accounting Services

We will prepare quarterly financial statements for your business so that you can see exactly where your money is being spent and where you’re most profitable.

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Tax Planning and Preparation

With Congress constantly changing our tax laws, it’s important to have a CPA who is up-to-date on IRS reform.  Our Accountants practice regular continuing education training and research tax updates to give you the greatest tax benefits allowable.  We’ll help you keep more of what you make.

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Financial Planning & Investment Management

Retirement isn’t the only security you need.  Start planning today for rainy days that lead to unexpected financial crises.  We’ll review your current financial portfolio and help you develop a disciplined and affordable investment strategy to help you meet your goals.

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Auditing

We have preformed hundreds of credit union audits, including certified opinion audits, agreed upon procedure audits, internal audits, and fraud audits.  Workshops and conferences are attended by our staff to enable us to provide the most innovative and efficient service.

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Management Consulting

We’ll help you develop strategies to expand your business, increase your profitability, and run your business more efficiently utilizing today’s technology.

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Computer Hardware & Software Consulting

You will receive year-round assistance in computer hardware and software selection, set-up, development, and implementation.

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Small Business Accounting

 

Our firm will provide monthly financial reports to help you determine where your money is being spent and what aspects of your business are most profitable. Outsource your payroll and accounting functions to us and save the costs associated with a full-time bookkeeper.

 

We can assist you in business planning and in obtaining the financing necessary to grow your business and minimize your debt.

 

We specialize in business start-ups. We can help you choose the appropriate type of entity (corporation, partnership, S-Corp, etc.) and assist you in developing employee benefit packages specifically tailored for you business.

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Financial Planning

 

Our firm assists individuals and businesses in planning for their financial futures. Utilizing mutual funds, stocks and bonds, we can help you manage your savings to obtain optimum gain.

 

Whether your financial goals include education for your children, retirement, a new home, or a dream vacation, our accountants can offer suggestions regarding the best investment vehicle for you.

 

In addition, we can decipher the complex regulations regarding individual retirement plans (IRA's) and help you choose the IRA that is best for you.

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Securities provided through Purshe Kaplan Sterling Investments, Member FINRA/SIPC,

Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211.

 

Popa & Associates, P.C.

Broughton Professional Building
105 Broughton Road, 2nd Floor
Bethel Park, PA  15102
phone:  (412) 854-1260    fax:  (412) 854-1460

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