Client Services Provided in Altoona, PA and Surrounding Regions

We serve many individuals, businesses, and organizations including corporations, partnerships, limited liability companies, proprietorships, governmental units and not for profit organizations by offering tax preparation, planning and consulting services, as well as retirement plan and financial statement services that include compilation, review and audit functions. Our clients and the financial related services that we offer represent nearly all facets of the economic spectrum.

The following is a list of various types of clients served by our firm.

Open hand ready for a deal - Insurance and Financial Services in Altoona, PA

For-Profit Organizations

Financial Institutions

  • Bank Holding Companies
  • Banks
  • Saving & Loans Associations
  • Credit Unions
  • Finance Companies
  • Collective Investment Trusts and Common Funds

Retail and Wholesale Trade Business

  • Grocers & Food Stores
  • Automotive Dealers
  • Hardware Stores
  • Restaurant & Bars
  • Apparel & Accessory Stores
  • Furniture, Home Furnishings & Appliance Stores
  • Various other Retail Stores

Real Estate & Insurance

  • Insurance Agents & Brokers
  • Real Estate Developers
  • Real Estate Agents & Brokers

Trucking & Warehousing Operations


Construction Concerns

Agricultural Businesses


  • Funeral Homes
  • Hotels & Motels
  • Equipment Rental
  • Management & Consulting - Various Fields
  • Automotive & Other Repair Services
  • Medical & Health Services - Including Professional Corporations
  • Engineering Services
  • Legal Services

Government Entities

  • Counties
  • Cities
  • Boroughs & Townships
  • School Districts, Vo-Tech Schools and Intermediate Units
  • Financing & Operating Authorities
  • Various other Governmental Units

Not-for-Profit Organizations

  • Colleges
  • Hospitals
  • Libraries
  • Museums
  • Voluntary Health & Welfare Groups
  • Various other Not-for-Profit Entities

Employee Benefit Plans

  • 401(k) Plans
  • Defined Benefit Plans
  • ESOP Plans
  • Health & Welfare Plans