General Info

Serfass & Serfass PC is the successor firm to W. N. Serfass & Co. which was founded in 1956 for the practice of accounting, auditing and income tax preparation. Serfass & Serfass PC was established in mid-2000, shortly after services formally expanded to include the investment, personal financial planning and estate planning fields. Serfass & Serfass PC provides a wide range of services to individuals and businesses in a variety of industries. At Serfass & Serfass PC, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include: tax management services, assurance and advisory services, estate and trust planning and tax preparation, litigation support and forensic accounting, bookkeeping/write-up, quickbooks accounting help and assistance, employee benefits, pension, and profit-sharing plans, financial projections and forecasts, mergers, acquisitions, and sales, accounting services, audits, reviews, and compilation, financial and retirement planning, IRS representation, entity selection and restructuring, computer consulting, cash flow and budgeting analysis, business valuation, and debt & finance advising. Our mission is to help clients maintain financial viability in the present while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs, thorough research, and sound analysis. Serfass & Serfass PC is dedicated to meeting these goals with high standards of excellence and professionalism.