Robert J Kratz

Business Details

36 Years

experience

Your Trusted CPA Partner in Paoli, Pennsylvania

Founded in 1990, Robert J Kratz has been dedicated to delivering timely and quality accounting, tax, auditing, and advisory services to small businesses, individuals, and nonprofits. Our firm is built on a foundation of professionalism, integrity, and innovation, with a commitment to addressing client needs efficiently and transparently. Our team of certified public accountants provides personalized guidance, leveraging decades of combined experience to help clients navigate financial complexities and grow their businesses.

We prioritize staying up-to-date with evolving tax codes and industry standards through continuous education and affiliations with key professional organizations. By offering tailored solutionsfrom tax planning and financial reporting to business startup consultingwe empower clients to focus on their core operations while we handle their financial compliance and strategy.

Services

Accounting Services Tax Services Advisory Services Auditing Financial Reporting Business Startup Tax Planning QuickBooks Consulting Retirement Planning Business Succession Planning

Details

Year established: 1990

Highlights and features

We have over 30 years of experience in accounting and tax services.
Our CPAs complete 40+ hours of continuing education annually.
We specialize in serving small businesses and nonprofit organizations.
We offer comprehensive financial planning and business startup consulting.
Our firm stays ahead of tax code changes to ensure client compliance.

Website

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Services

Accounting Services

We manage accounting processes, bookkeeping, and financial reporting, allowing business owners to focus on growth. Our services include yearend reviews, payroll processing, and sales tax compliance. By maintaining accurate records, we help clients make informed decisions and ensure operational efficiency.

Tax Services

Our firm specializes in tax preparation, planning, and representation for individuals and businesses. We handle corporate, LLC, nonprofit, and trust filings while staying updated on federal and state tax changes. Our proactive planning minimizes liabilities and avoids year-end surprises.

Advisory Services

We provide strategic advice on business decisions, including startup planning, QuickBooks consulting, and succession strategies. Our team evaluates financial implications and connects clients with a network of professionals to support long-term growth and stability.

Auditing

Our auditors conduct systematic examinations of financial statements to ensure accuracy and compliance with US GAAS standards. We verify asset and liability balances, review transactions, and provide third-party assurance to strengthen stakeholder confidence in your business's financial health.

Business Startup

We assist new businesses in selecting the optimal legal structure, projecting startup costs, and developing financial plans. Our expertise in S-Corps, LLCs, and nonprofits ensures clients understand tax liabilities and capital needs to avoid common pitfalls and establish a solid foundation.

Questions

What accounting services do you offer?

We provide bookkeeping, payroll, financial reporting, and yearend accounting reviews for small businesses and nonprofits.

Do you handle tax preparation for individuals?

Yes, we prepare federal and state tax returns for individuals, including e-filing and audit representation.

How can you help new businesses?

We guide startups in selecting legal structures, projecting capital needs, and creating financial plans to ensure sustainable growth.

Are your CPAs certified and experienced?

Yes, our CPAs complete 40+ hours of annual continuing education and have decades of combined industry experience.

What areas do you serve?

We operate in Paoli, Pennsylvania, and the broader Delaware Valley region.

Do you offer financial reporting services?

We prepare balance sheets, income statements, and cash flow reports to give clients a complete financial overview.

Reviews (6)

Write a Review

Omar Torrens

May 13, 2019 Report

Beware: they prepared my Mother's 2016 taxes (charging $325) and knowingly failed to report income. Here's the story:
In 2018 the IRS sent her a surprise bill for $4381, explaining that she owed back taxes for unreported Social Security income, plus penalty interest. Um, what...!?! My Mother (living alone, newly-retired, and having suffered a massive stroke) made sure to use professional tax preparation (Kratz & Co) to avoid exactly this kind of issue. How could this oversight have happened? We contacted Kratz & Co, and here was their explanation: they knew about the unreported income, but they

George Marinelli

Nov 03, 2018 Report

Highly experienced and highly recommend working with them. They get everything done quickly and when ever I have questions, they always have answers. I recommend them to my clients and friends who have small businesses because of how reliable they are.

William J. Orsi Jr

Oct 03, 2018 Report

I have been using them for over 14 years. Very professional as well as personal. They do fantastic work. I have never had a issue. I would highly recommend them.

Jeff Frank

Mar 06, 2018 Report

I met with Robert and found him to be both professional and personable. Our financial discussion was forthright and easy to understand.

Kevin Gaffney

Dec 07, 2017 Report

5 Stars!!! I have known Robert Kratz for approximately 5 years. As a mortgage advisor I see client's tax returns on a daily basis (and trust me I still have tons of questions when it comes to taxes). Robert and his team are the best. Many of my clients use Robert for their personal and business tax needs. His expertise in the accounting field is beyond the 5 star recommendation I can give here. If you are looking for a new accountant, look no further!

Joy Morelli

Aug 22, 2014 Report

Kratz and associates have been our accounting team for over 20+ years. They file for our corporation and our personal taxes. Our entire family uses them as well. They are knowledgeable, responsive, ethical and exceptional at communication. We highly recommend Mr. Kratz and his team for all of your accounting needs.