Business Details
42 Years
experience
Certified Accounting & Advisory Services in Kennett Square, PA
Umbreit Korengel & Associates PC is a certified public accounting firm dedicated to delivering comprehensive financial solutions tailored to the unique needs of businesses and individuals. With decades of combined experience, our team of seasoned professionals provides personalized advisory services, including accounting, auditing, tax compliance, and business strategy, while prioritizing client relationships and community engagement. We specialize in serving owner-managed businesses, not-for-profit organizations, and senior clients, offering customized support such as QuickBooks assistance, payroll services, and estate planning.Our approach combines technical expertise with a commitment to understanding each client's specific goals, ensuring efficient, accurate, and proactive financial management. By maintaining direct partnerships with clients and avoiding hierarchical staffing models, we deliver cost-effective, high-value services that foster long-term success and trust.
Services
Accounting
Auditing
Tax Services
Payroll Processing
QuickBooks Support
Elder Financial Services
Business Advisory
Not-for-Profit Audits
Details
- Year established: 1984
Highlights and features
- We offer 25+ years of specialized experience in public accounting and tax advisory.
- Our team provides personalized QuickBooks support and payroll processing expertise.
- We deliver audit services with actionable recommendations for operational efficiency.
- Direct access to senior professionals without hierarchical staffing models.
- Deep community involvement and tailored financial planning for senior clients.
Associations and certifications
- American Institute of Certified Public Accountants
- Pennsylvania Institute of Certified Public Accountants
- Delaware Society of Certified Public Accountants
What people say
Personalized attention
Audit efficiency
Stress-free financial management
Proactive advisory services
Deep community involvement
Services
Accounting
We provide comprehensive accounting services tailored to businesses and nonprofits, including financial statement preparation, internal control assessments, and customized QuickBooks support. Our team ensures accurate, timely reporting while adapting to your specific operational needs. With direct access to senior professionals, clients receive cost-effective solutions that enhance financial transparency and decision-making.
Auditing
Our audit services combine technical expertise with practical recommendations for improving organizational efficiency. We specialize in not-for-profit audits, evaluating internal controls, and providing written recommendations to address deficiencies. By maintaining direct client partnerships, we transform audits into strategic opportunities for strengthening financial operations and compliance frameworks.
Tax Services
We offer full-spectrum tax compliance and planning services, including multi-state tax strategies, deduction optimization, and trust/estate planning. Our professionals stay current with evolving tax laws to minimize liabilities while ensuring compliance. Senior staff work directly with clients to address complex issues related to ownership structures and compensation planning.
Payroll Processing
Our dedicated payroll team manages calculation, filings, and regulatory compliance for businesses of all sizes. Services include tax deposit coordination, quarterly reporting, and year-end W-2/1099 preparation. We integrate seamlessly with existing accounting systems to ensure accurate, timely payroll processing that reduces administrative burdens.
Business Advisory
We provide actionable business advisory services focused on growth strategy, financial restructuring, and operational efficiency. Our team collaborates with clients to develop customized solutions for entity reorganization, investment planning, and compliance with new accounting standards, ensuring alignment with long-term business objectives.
People
Kathy Wileczek
Shareholder
With over 25 years in public accounting, Kathy specializes in manufacturing, construction, and nonprofit sectors. She holds a BS in Accounting from St. Joseph's University and actively contributes to Chester County community organizations through board leadership roles.
Tim Korengel
Founding Shareholder
A Clarion University graduate, Tim founded the firm in 1984 after experience at a major CPA firm. He specializes in tax law complexities and holds the Chartered Global Management Accountant designation, with extensive local civic involvement.
Carrie Maccari
Experienced accounting professional providing direct client support with expertise in financial reporting and compliance, contributing to the firm's commitment to personalized service delivery.
Heather Warfel
CPA
Certified Public Accountant offering specialized tax and audit services, with a focus on delivering accurate, client-focused solutions through direct professional engagement.
Jennifer Hill
Skilled accounting professional supporting diverse client needs with technical proficiency and personalized attention to financial management requirements.
Questions
What accounting services do you offer for small businesses?
We provide full-cycle accounting, QuickBooks support, payroll processing, and financial reporting tailored to small businesses' needs.
Do you specialize in nonprofit organization audits?
Yes, we have a dedicated not-for-profit group with expertise in auditing trade associations, cultural organizations, and charitable institutions.
How do you support senior clients with tax services?
We offer in-home meetings, tax document coordination, and estate planning assistance specifically designed for elderly clients' needs.
What areas do you serve?
We primarily serve the Delaware Valley, including Kennett Square, West Chester, and Wilmington locations by appointment.
Reviews (1)
Luis Tovar
Oct 16, 2016
Report
I find the team at UK & A to be extremely helpful and professional over the past 10 years. Bonnie is a great sounding board for ideas and offers guidance with when I start thinking too far "out of the box" to keep me focused. The team of preparers' have great attention to detail and prompt in responding to questions. Needless to say, I am very satisfied!
