O'Fria & Associates, P.C.

No Client is Too Big or Small

Accountant in Plymouth Meeting, PA (show on map)

5.0

★★★★★

4 reviews

Full-service CPA firm in Plymouth Meeting, PA offering financial services, tax services, and management consulting for businesses and individuals.

Call (610) 272-3200

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About

O'Fria & Associates P.C was established September 1, 2020 by Carl J. O'Fria Jr.

CPA. The lineage of the firm can be traced back to 1995 when Carl J. O'Fria, Sr. CPA established O'Fria & Company, P.C. Carl Jr. assisted in the establishment and later was admitted as a shareholder. After Carl Sr.'s retirement, management was turned over to remaining shareholders. In 2020, Carl Jr. decided to terminate his relationship with O'Fria & Company and commence O'Fria & Associates, P.C. The firm provides financial services including audit, review, and compilation reports, management letters, operation reviews, and assistance with bank financing. Tax services cover individuals, partnerships, corporations, fiduciaries, nonprofits, pension and profit sharing plans, estates, and gifts. Management consulting includes organization planning, business valuation, merger and acquisition reviews, and accounting system reviews.

No client too big or small

Firm lineage traces back to 1995

Team members with decades of combined experience

CPA-led firm with multiple credentialed professionals

Full-service firm covering financial, tax, and consulting

Services

Financial Services

Sustaining accurate and precise accounting records. Services include preparing audit, review, or compilation reports; preparing management letters commenting on internal controls; operation reviews; assistance with bank financing; lease/buy decisions; fixed asset management; temporary assistance in management positions; developing financial reporting formats; and preparing reports for regulatory agencies.

Audit reports Review reports Compilation reports Management letters Operation reviews Bank financing assistance Fixed asset management

Tax Services

Tax planning and preparation for individuals and businesses. Services cover individual/sole proprietors, partnerships, corporations, fiduciaries, nonprofits, pension and profit sharing plans, estates, and gifts. Additional services include retirement planning, representation at federal, state and local examinations, payroll preparation assistance, family tax planning, and projections and forecasts.

Individual tax Partnership tax Corporate tax Nonprofit tax Estate tax Retirement planning IRS representation

Management & Consulting Services

Business consulting including organization planning and internal accounting system reviews, business valuation studies, merger, acquisition and disposition reviews, buy/sell agreements, accounting systems reviews and implementation, employee benefit package review, and corporate reorganizations.

Organization planning Business valuation M&A reviews Buy/sell agreements Accounting system reviews Corporate reorganizations

Credentials & Certifications

Certified Public Accountant (CPA)

Reviews

Rating

★★★★★

Reviews

"They were very professional, but yet very personable and easy to work with."

Frequently Asked Questions

What services does O'Fria & Associates offer? +

O'Fria & Associates offers Financial Services (audit, review, compilation reports, management letters, operation reviews, bank financing assistance), Tax Services (planning and preparation for individuals, partnerships, corporations, nonprofits, estates), and Management & Consulting Services (organization planning, business valuation, M&A reviews, buy/sell agreements).

When was O'Fria & Associates established? +

O'Fria & Associates was established on September 1, 2020 by Carl J. O'Fria Jr. CPA, with lineage tracing back to 1995 when Carl J. O'Fria Sr. established O'Fria & Company, P.C.

Where is O'Fria & Associates located? +

O'Fria & Associates P.C. is located at 1000 Germantown Pike, Suite K-3, Plymouth Meeting, PA 19462. The phone number is (610) 272-3200 and email is [email protected].

Who are the team members at O'Fria & Associates? +

The team includes Carl J. O'Fria Jr. (Managing Partner, CPA), John J. Miller (Tax Manager, CPA), Carl J. O'Fria III (Staff Accountant), and Madeline O'Fria (Staff Accountant who specializes in QuickBooks).