Simply stated, St. Clair & Associates, P.C. is a full service firm committed to providing closely held businesses and their owners the best possible service. Our goal is to be an active and vital part of your business and personal financial affairs. We are committed to developing a relationship with each client that will foster an understanding of that client's needs and-above all-to maintaining the highest accounting and ethical standards of our profession.
Since compliance with today's complex and ever-changing tax and business regulatory laws is difficult (and becoming more so), we assist our clients in understanding and applying these complex rules in their business and personal affairs. Our extensive and practical experience in both accounting and tax compliance gives our clients a two-fold advantage: we help firms successfully operate and expand, while minimizing taxes to retain profits. In other words, we help our clients make money - and keep it!
Since we recognize that many of our clients have specific needs beyond accounting and tax assistance, St. Clair & Associates, P.C. functions as a business advisor and plays a key role in decision-making transactions that have a financial impact on individuals and organizations. Our commitment to excellence is evidenced by the selection of our staff, our continuing education programs, research resources and an emphasis on quality control. To advance these efforts, we participate in the Quality Review Program sponsored by the American Institute of Certified Public Accountants and have always received and unqualified opinion - the highest awarded.
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.
Attorneys and Other Professionals
Call us at 570-622-2464 for a complimentary review of your immediate accounting needs and to point out opportunities for business growth and financial security!
Accounting System Design
Bank Loan Requests and Reports
Business Acquisitions/Reorganizations and Mergers
Budgets, Forecasts and Projections
Business Plans/Business Valuations
Corporate/Partnership Formation, Operation and Dissolution
Financial Statement Preparation
Personal Financial Planning
Quickbooks Consulting and Training
Tax Planning/Tax Return Preparation
Tax Disputes and Problem Resolution