Business Details
Your Trusted CPAs in Warren, PA
At Kersey & Associates, we bring decades of accounting expertise to businesses and individuals across Warren County and surrounding communities. With a history of over 45 years of service led by experienced CPAs, our firm specializes in customized financial solutions that adapt to each client's unique needs. We take pride in offering personalized attention through in-person consultations, remote support, and 24/7 secure document access for our clients' convenience. Our comprehensive services span tax planning and preparation, business accounting, QuickBooks support, estate planning, and financial consulting, serving diverse industries including oil and gas, rental properties, and nonprofit organizations. Our team maintains active involvement in professional associations like the American Institute of Certified Public Accountants (AICPA) and the Pennsylvania Institute of Certified Public Accountants (PICPA) to ensure our practices remain current with industry standards.We emphasize client empowerment through financial education, helping business owners understand tax deductions, optimize accounting software, and develop long-term financial strategies. Located in Warren, PA at the corner of Liberty St. and 2nd Ave., we provide ample parking and convenient access from US 62 highway for clients in surrounding communities. Our commitment to quality extends to meticulous attention to detail in financial reporting, audit preparation, and tax compliance services. By combining technical expertise with practical business advice, we aim to be a trusted partner in helping clients achieve their financial goals. Our office maintains strict security measures for document handling while offering flexible communication options to accommodate client preferences.
Services
Tax Preparation
Bookkeeping Services
QuickBooks Support
Estate Planning
Audits Reviews
Highlights and features
- We have 45+ years of public accounting experience combined across our CPA team
- We offer customized accounting solutions tailored to your specific business needs
- Our team provides QuickBooks expertise for efficient financial management
- We serve multiple industries including oil & gas, non-profits, and rental properties
- Our local Warren County CPAs understand regional business requirements
Associations and certifications
- American Institute of Certified Public Accountants (AICPA)
- Pennsylvania Institute of Certified Public Accountants (PICPA)
Services
Tax Preparation
Our certified professionals handle complex tax preparation for individuals and businesses. We ensure compliance with federal, state and local regulations while maximizing deductions and credits. Our detailed approach covers all aspects of tax planning and filing for diverse business structures.
Bookkeeping Services
We maintain accurate financial records including bank reconciliations, income statements and balance sheets. Our bookkeeping solutions help businesses maintain financial clarity and prepare for tax season. We specialize in organizing even the most complex financial histories.
QuickBooks Support
Our team provides QuickBooks setup, training and ongoing support. We help businesses implement effective accounting systems and maximize their software capabilities. This includes both desktop and online versions with tailored configurations for specific business needs.
Estate Planning
We assist with comprehensive estate planning strategies to protect assets and facilitate smooth wealth transfer. Our services include wills, trusts, and tax planning to minimize estate taxes while ensuring client intentions are properly documented and executed.
Audits Reviews
Our CPA team conducts thorough financial examinations including audits, reviews and compilations. We provide varying levels of assurance from basic financial reporting to comprehensive audits with detailed findings and recommendations for business improvement.
People
John M. Kersey
Managing Director
John has 45+ years of public accounting experience. He holds an MBA from Gannon University and serves on boards including the Salvation Army Advisory Board and Pennsylvania Special Olympics.
James S. Embrey
Managing Director
Jim has 20+ years in tax services and public accounting. He graduated from University of Pittsburgh with accounting specialization and serves on boards including Warren Lion's Club and Civic Orchestra.
Lisa M. McDermott
Managing Director
Lisa has 20+ years of auditing experience. She graduated from Kings College with accounting degree and specializes in nonprofit accounting and employee benefit plans while maintaining PICPA and AICPA memberships.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive small business accounting including bookkeeping, tax preparation, payroll processing, financial statement preparation, and business consulting.
Do you specialize in any particular industries?
While we work with various businesses, we have particular expertise in oil and gas, rental property management, and nonprofit organizations.
Can you help with QuickBooks setup and support?
Yes, we offer complete QuickBooks services including setup, training, troubleshooting, and ongoing support for both desktop and online versions.
What estate planning services are available?
Our estate planning services cover wills, trusts, tax planning, health care directives, and business succession planning tailored to individual needs.
Are you available for remote consultations?
Yes, we offer remote consultations via phone or email in addition to in-person meetings at our Warren office.
How do you handle client document security?
We maintain secure document portals with password protection and follow strict confidentiality protocols for all client information.
Reviews (4)
James Parker
Mar 26, 2021
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Called them because I wanted to use a local firm and they were recommended to me. While being given a quote by a manager was offensive and demeaning. Reminded me how large their operations were and how Id be better off going to H&R Block... there is a nice was to say thing Jim. You should look into that. Apparently if you are not a big company they are not interested in talking to you. Guess shopping local doesnt count in accounting and taxes...
Susan Pincus
Feb 24, 2021
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Jim Embrey has always been very helpful and has answered many questions for m over the years concerning taxes having to do with my investments and other unusual things that have come up. Very pleased with the efficiency and connivence
Thanks,
Susan Pincus
Thanks,
Susan Pincus
Mervat Kakish
Nov 23, 2020
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Positive:Professionalism,Quality,Responsiveness,Value
We have dealt with several CPA offices across America due to our occupation. Kersey, from receptionist to CPA to support staff, have been the most kind, patient, courteous and professional people we have EVER dealt with in this profession. May God bless and prosper all of them. With many thanks, John and Mervat Kakish.
We have dealt with several CPA offices across America due to our occupation. Kersey, from receptionist to CPA to support staff, have been the most kind, patient, courteous and professional people we have EVER dealt with in this profession. May God bless and prosper all of them. With many thanks, John and Mervat Kakish.
Tyson Martin
May 28, 2016
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Really helped us with our taxes, but they are so much more! We plan to continue using them for all our financial advisement needs.
