Estate Planning

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Curt Penwell Logo #2 2018.jpg
1209 Pennsylvania Ave E, Warren, PA 16365, USA

At Curt Wm. Penwell, CPA we believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen.

We provide a variety of services including:
Income Tax Preparation for all types of businesses, and individuals; IRS and State Audit Representation; Payroll Reporting; QuickBooks® setup; support and training; Business startup services; Monthly bookkeeping; Financial statements – making sure your financial records are timely and accurate.

Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.

Our firm Curt Wm. Penwell, CPA offers a wide range of services to our individual and business clients. Being a relatively small firm, we are able to offer our clients personalized quality service. Below, we have listed the services that we offer to our clients. (See Website for further information.)

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.
Business Entity Selection, Financial Planning, Retirement Planning, Estate & Trust Tax Preparation, IRS Representation & Payroll Services.

Kersey & Assoc. logo 2018.png
208 Liberty Street, Warren, PA 16365, United States

Kersey & Associates, PC is located in downtown Warren, Pennsylvania.

We have provided tax, auditing, accounting and other small business services to Warren and the surrounding areas in Northwestern Pennsylvania for over fifty years.

Kersey & Associates, PC is a full-service Certified Public Accounting firm licensed in the state of Pennsylvania. All of our CPA’s hold valid Pennsylvania State CPA certificates. Two of our CPA’s also hold valid New York State CPA certificates in addition to their PA certificate.

Our firm provides outstanding service to our clients because of our dedication to our Vision, Mission and Core Values. We provide Personal Financial Planning, Estate Planning & Tax Services for Individuals. For Businesses we provide a large assortment of business related services, please see our website for more information.

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