Lutz & Travers
Family-owned and operated for over 70 years
5.0
Full-service accounting firm specializing in individual and business taxation, small business accounting, financial statement preparation, and not-for-profit accounting and auditing.
About
Lutz & Travers, P.C. is a full-service accounting firm specializing in individual and business taxation at the local, state, and federal levels. With over 70 years of family-owned and operated experience, the firm offers personalized service at affordable rates.
Services include tax planning & preparation for individuals and businesses, small business accounting, financial statement preparation, and not-for-profit accounting and auditing. The firm caters to a wide range of industries and provides year-round tax planning for complex tax situations.
Services
Tax Planning & Preparation for Individuals
Prepare personal federal, state, and local income tax returns. Specializes in high-income earners with complex tax situations involving K-1s, multiple states, self-employed individuals, and rental property income. Provides year-round tax planning for fluctuating income or unique situations.
Tax Planning & Preparation for Businesses
Prepare federal and state income tax returns for partnerships, LLCs, corporations, and S corporations. Services range from start-up companies to businesses with over $100M in sales. Covers industries such as retailers, medical practices, manufacturers, plumbing & HVAC, landscaping, commercial cleaning, and construction contractors. Guides clients through tax law complexities to ensure compliance.
Small Business Accounting
Assist entrepreneurs in understanding their accounting system and financial reports. Provide objective third-party input to help business owners achieve goals, analyze data for expansion or renovation projects, and advise on appropriate retirement plans. Tailored to the unique needs of small business owners.
Financial Statement Preparation
Provide assurance services in the form of compiled, reviewed, and audited financial statements in accordance with generally accepted accounting principles (GAAP). Many banks or other third-party financial statement users require CPA-prepared statements that conform to a uniform method of accounting.
Not-For-Profit Accounting and Auditing
Work with area not-for-profit clients to assist with federal tax filing obligations and charitable registration with the Commonwealth of Pennsylvania. Provide audited financial statements for organizations that have crossed the PA contribution threshold. Assist individuals in registering their non-profit for tax-exempt status with the IRS.
Credentials & Certifications
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