Mission Statement:

Bill is the firm's shareholder and, as such, participates in all of the firm's practice areas, although his primary areas of emphasis are tax and estate planning for closely held businesses and their owners. Bill also consults with clients about the relationships among co-owners of businesses and inter-generational transition of business ownership and sales of businesses.

Prior to joining the firm in 1987, Bill worked as an associate attorney in the tax department of the Philadelphia law firm of Dilworth, Paxson, Kalish and Kauffman. Bill's training as an attorney allows him to bring a unique perspective to our clients' tax and business issues.

He is a 1977 graduate of Nativity B.V.M. High School, a 1981 Magna Cum Laude graduate of Lehigh University and a 1985 Cum Laude graduate of the Law School of the University of Pennsylvania.

Bill has served the community as Chairman of the Board of the Lehigh Valley Hospital - Schuylkill and Treasurer of its predecessors, the Schuylkill Health System and the Good Samaritan Regional Medical Center, President of the Schuylkill Chamber of Commerce and Chairman of the Nativity B.V.M. High School Governance Board.

Toni joined our firm after graduating cum laude from Bloomsburg University. Toni takes a hands-on approach with our clients to assist them with installing, designing and supporting their accounting software. She is a QuickBooks Pro Advisor and also works with Peachtree. As a senior accountant with the firm, Toni is responsible for supervising other staff members, instructing them and reviewing work performed in-house. She prepares both compiled and reviewed financial statements and prepares tax returns for corporations, partnerships and individuals. Toni also consults with clients on general business matters.

Toni currently serves on the Board of Directors of the Schuylkill Chamber of Commerce and as the treasurer of Grace United Methodist Church of Port Carbon and is a past Treasurer of the former United Cerebral Palsy.

Karen concentrates her practice on representing clients before the Internal Revenue Service and other taxing agencies, assisting clients in obtaining bank financing for acquisitions and expansions and preparing Federal and multi-state tax returns, as well as consulting with management in various industries with an emphasis in manufacturing. Karen has been with the firm since 1997 and also has seven years of experience in private industry as a controller and purchasing manager with two local manufacturing companies. Karen is a 1981 graduate of Nativity BVM High School, a 1985 graduate of Bloomsburg University and earned a Masters in Taxation from Kings College in 1998.

Karen serves her community as treasurer of Pottsville Rotary Charities, Inc. and an active member of the Rotary Club of Pottsville. She is also the treasurer of the Nativity Preservation Support Foundation, a former member of the Diocese of Allentown School Board and a member of the Schuylkill Technology Centers Advisory Board.

Matt has been with the firm since obtaining his Accounting degree, graduating with highest distinction from Penn State University in 2008. He is a QuickBooks Pro Advisor, has worked extensively with Peachtree and is our resident expert with Microsoft Excel. Matt prepares financial statements and tax returns for business and individual clients and advises clients on general business matters. He is a member of the Orwigsburg Lions club. Prior to enrolling at Penn State, Matt served our country as an infantry soldier for four years, earning several commendations and awards. Matt earned his CPA certificate in 2011.