At Umbreit, Wileczek & Associates, we are a certified public accounting firm that has been serving the Delaware Valley for over 35 years. Our team of experienced professionals is dedicated to providing comprehensive financial and business advisory services to our clients. We take a personal approach to accounting, building long-term relationships with our clients and providing tailored solutions to meet their unique needs.
Our Services
We offer a wide range of services designed to meet the financial and business needs of our clients. Our services include accounting, auditing, tax planning and compliance, elder services, and business advisory and consulting. Our team of experts is committed to providing exceptional service and guidance to help our clients achieve their financial goals.
Our Philosophy
We believe that our clients are our partners, and that we have a responsibility to deliver outstanding service and results. We take the time to understand our clients' unique needs and goals, and we work closely with them to develop customized solutions. We believe in being transparent and open with our clients, and we are dedicated to providing exceptional customer service.
Meet Our Team
Our team of experienced professionals is dedicated to providing exceptional service and guidance to our clients. Our team includes:
- Kathy Wileczek, CPA, a shareholder with over 25 years of experience in public accounting. She specializes in accounting, tax, and financial planning for a wide range of clients.
- Tim Umbreit, CPA, the founding shareholder of the firm. He has over 35 years of experience in public accounting and specializes in tax planning and compliance.
- Carrie Maccari, CPA, a senior accountant with over 15 years of experience in public accounting. She specializes in auditing and accounting services.
- Jennifer Hill, CPA, a senior accountant with over 10 years of experience in public accounting. She specializes in accounting and tax services.
- Jennifer Torrens, CPA, a senior accountant with over 10 years of experience in public accounting. She specializes in accounting and tax services.
- Luba Cawley, a senior accountant with over 10 years of experience in public accounting. She specializes in accounting and tax services.
- Maryann Kelly, EA, a certified public bookkeeper with over 10 years of experience in public accounting. She specializes in bookkeeping and accounting services.
- Tori Gilrane, CPA, a senior accountant with over 5 years of experience in public accounting. She specializes in accounting and tax services.
- Xiawen (Wen) Li, CPA, a senior accountant with over 5 years of experience in public accounting. She specializes in accounting and tax services.
- Yvonne Bartlett, CPA, a senior accountant with over 5 years of experience in public accounting. She specializes in accounting and tax services.
- Autumn Steel, a senior accountant with over 5 years of experience in public accounting. She specializes in accounting and tax services.
- Kate Hoppenjans, a bookkeeper with over 5 years of experience in public accounting. She specializes in bookkeeping and accounting services.
Our Approach
At Umbreit, Wileczek & Associates, we believe in taking a personal approach to accounting. We take the time to understand our clients' unique needs and goals, and we work closely with them to develop customized solutions. We are dedicated to providing exceptional service and guidance to our clients, and we are committed to delivering outstanding results.
Overall Experience
The reviewer, Luis Tovar, had a 5-star experience with UK & A. He praised the team for being extremely helpful and professional over the past 10 years.
Team Performance
The reviewer commended Bonnie, who he described as a great sounding board for ideas, offering guidance to keep him focused when his ideas became too complex. The team of preparers also received praise for their attention to detail and prompt responses to questions.
Conclusion
The reviewer expressed his satisfaction with the service he received, acknowledging that he has received excellent support from the team at UK & A.