Business Details
50+ Years
experience
Your Trusted Partner for Accounting & Tax Services in Erie, PA
Appletree & Kern has been providing certified public accounting services in Erie, PA since 1949. Our team of six professionals combines decades of experience with personalized service, offering comprehensive accounting, taxation, and consulting solutions for individuals, businesses, and nonprofit organizations. We maintain strict adherence to the American Institute of CPAs' quality control standards, as evidenced by our successful peer review certifications. Our practice emphasizes responsive client relationships, ensuring urgent inquiries receive timely support from any team member.With expertise spanning financial audits, tax planning, QuickBooks consulting, and business succession strategies, we serve as trusted advisors to the Erie community. Our commitment to excellence is demonstrated through 74 years of continuous service and specialized attention to diverse industries including manufacturing, healthcare, and religious institutions.
Services
Tax Preparation
Financial Audits
QuickBooks Consulting
Estate Tax Planning
Business Succession Strategies
Details
- Year established: 1949
Highlights and features
- 74 years of continuous service to the Erie community
- Team of six experienced CPAs with industry-specific expertise
- Personalized service with prompt response to client needs
- Adherence to AICPA quality control standards
- Successful peer review certifications demonstrating compliance
Associations and certifications
- American Institute of CPAs
- Pennsylvania Institute of CPAs
Services
Tax Preparation
We provide comprehensive tax preparation services for individuals and businesses, including federal and state income tax returns. Our CPAs stay current with evolving tax regulations to ensure accurate filings while identifying legitimate deductions and credits. Clients benefit from our expertise in complex tax situations for corporations, partnerships, trusts, and estates.
Financial Audits
Our firm conducts thorough financial audits and reviews to ensure regulatory compliance and financial accuracy. We specialize in compiled financial statements, reviewed financial statements, and projection forecasts. These services help businesses maintain transparency and meet requirements for stakeholders, lenders, and regulatory bodies.
QuickBooks Consulting
We offer QuickBooks setup and consulting services to streamline accounting processes for businesses. Our experts help implement efficient bookkeeping systems and train staff on software functionality. This service improves financial management through customized solutions tailored to specific business needs.
Estate Tax Planning
Our estate tax planning services help individuals and families navigate complex inheritance tax requirements. We provide strategic guidance for minimizing tax liabilities while ensuring proper asset distribution. This includes preparation of trust and estate tax returns with attention to detail.
Business Succession Strategies
We develop comprehensive succession plans for business owners preparing for transitions. Our services include financial analysis, valuation assessments, and strategic recommendations to ensure smooth ownership transfers. This helps maintain business continuity and protect long-term value.
People
Gregory J. Kern
CPA
Partner with over 45 years of experience since joining in 1975. Specializes in business taxation, clergy accounting, and computer technology consulting. Serves diverse professional organizations and businesses in the Erie area.
David M. Pianta
CPA
Partner since 1995 with expertise in auditing and tax consulting for manufacturers, contractors, and healthcare professionals. Manages firm's accounting practice with 35+ years of service since joining in 1987.
Gregory T. Bastow
CPA
Partner specializing in business consulting and accounting systems implementation. Joined firm in 2008 and serves clients across multiple industries including real estate, insurance, and financial planning.
Amy Gollmer
Staff Accountant
Experienced accountant providing bookkeeping services and tax preparation support since 2014. Proficient in QuickBooks and payroll tax preparation for diverse business clients.
Questions
What accounting services do you offer?
We provide compiled financial statements, reviewed financial statements, bookkeeping services, and projection forecasts tailored to business needs.
Do you handle both individual and business tax preparation?
Yes, we prepare personal income taxes, corporate returns, partnership returns, and specialized returns for trusts and estates.
What consulting services are available?
Our consulting includes QuickBooks implementation, internal control reviews, retirement planning, and business succession strategies.
How can I pay my invoice?
You can pay securely online through our Clover payment system using the provided link.
Are you certified CPAs?
Yes, we are a certified public accounting firm with multiple CPAs on staff since our establishment in 1949.
Do you serve nonprofit organizations?
Yes, we provide accounting and advisory services specifically tailored for nonprofit organizations and religious institutions.
Reviews (1)
Richard Moore
Mar 11, 2020
Report
Appletree & Kern is a great company to work with. Dave Pianta is the best. He is very prompt, helpful and professional. He completed our Tax Returns promptly and saved us money! I highly recommend Appletree & Kern without hesitation. Thank you!
