Full-Service CPA & Advisory
Integrated accounting, tax, and consulting services
Local Pittsburgh Expertise
Trusted by businesses across Pittsburgh
Industry-Specific Experience
Solutions tailored to your industry and goals
Long-Term Partnerships
Committed to your success year after year
Packer Thomas delivers CPA and business consulting services to businesses, not-for-profits, and individuals across the greater Pittsburgh area. Backed by more than 100 years of experience, our team provides tailored guidance and practical solutions to support financial clarity and long-term growth.
Businesses in Pittsburgh rely on CPA services for accurate financial reporting, tax strategy, compliance, and long-term growth planning. These services typically include accounting, tax consulting, SOC reporting, IT consulting, and business advisory support.
Packer Thomas provides comprehensive financial and consulting services to businesses and individuals throughout Pittsburgh, combining over 100 years of experience with modern advisory capabilities. Whether you need compliance support or strategic guidance, each service is structured to deliver clear, actionable insights.
Our Core Services
Tax Planning & Compliance
Strategic tax planning & compliance for business and individuals
Accounting & Attestation
Accurate financial reporting and attest services
Valuation & Advisory
Business valuations and financial insight for decision-making
IT
Consulting
Technology solutions that improve efficiency & strengthen security
What accounting and attestation services are offered?
Accounting and attestation services provide accurate financial reporting and independent assurance to support decision-making and compliance.
Packer Thomas offers:
- Financial statement preparation
- Bookkeeping and write-up services
- Audits, reviews, and compilations
- SOC reporting and agreed-upon procedures
- Internal controls and fraud prevention
These services help Pittsburgh businesses and organizations maintain reliable financial records and meet regulatory expectations.
How do business valuations support financial decisions?
Business valuations determine the fair market value of a company for transactions, planning, or disputes.
Services include:
- Mergers and acquisitions support
- Buy-sell agreement valuation
- Estate and gift planning
- ESOP valuation
- Litigation and divorce support
Accurate valuations provide clarity for Pittsburgh business owners making high-impact financial decisions.
What are client accounting services (CAS)?
Client accounting services outsource core accounting functions to improve efficiency and reporting accuracy.
Packer Thomas CAS includes:
- Monthly financial reporting
- Payroll and accounts payable
- Sales tax filing
- KPI dashboards and forecasting
- Cloud-based accounting systems
These services allow growing Pittsburgh businesses to scale operations without building internal accounting teams.
When is forensic accounting needed?
Forensic accounting is needed when financial issues must be investigated or clearly documented, such as in cases involving suspected fraud, legal disputes, divorce, insurance claims, or other situations requiring detailed financial analysis and support.
Key services:
- Fraud detection and investigation
- Economic damage analysis
- Lost profit studies
- Insurance and contract claims
- Expert testimony
According to the Association of Certified Fraud Examiners, organizations lose an estimated 5% of revenue to fraud each year, making proactive analysis critical.
How does IT consulting improve business operations?
IT consulting aligns technology systems with business goals to improve efficiency, security, and scalability.
Services include:
- IT strategy and implementation
- Systems audits and risk assessments
- Cybersecurity and governance policies
- Business continuity planning
This is especially relevant for Pittsburgh companies managing sensitive financial or operational data.
What are SOC 1, SOC 2, and SOC 3 reports?
SOC reports are independent audits that evaluate controls related to financial reporting, security, and data protection.
| Report Type | Purpose | Who Uses It | Access Level |
|---|---|---|---|
|
SOC 1 |
Financial reporting controls |
Auditors, finance teams |
Restricted |
|
SOC 2 |
Security and data controls |
Clients, regulators |
Restricted |
|
SOC 3 |
General assurance summary |
Public and prospects |
Public |
These reports help build trust and demonstrate compliance. Guidance from the AICPA SOC reporting overview defines how these engagements are structured.
How does tax consulting help reduce liabilities?
Tax consulting develops strategies to minimize tax exposure while maintaining compliance.
Services include:
- Business and individual tax planning
- Entity structuring
- State and local tax strategy
- R&D credits and incentives
- Estate and gift planning
The IRS guide on business deductions explains how properly identifying and claiming eligible expenses can significantly reduce taxable income.
What services are included across Packer Thomas offerings?
Packer Thomas provides a full range of services that support financial operations, compliance, and strategic planning.
| Service Area | Key Capabilities | Business Impact |
|---|---|---|
|
Financial statements, audits, reporting |
Improves accuracy and compliance |
|
|
M&A support, estate planning, disputes |
Enables informed decision-making |
|
|
Fraud analysis, litigation support |
Protects against financial loss |
|
|
Bookkeeping, payroll, reporting |
Reduces internal workload |
|
|
Systems, security, implementation |
Improves efficiency and security |
|
|
SOC 1, SOC 2, SOC 3 audits |
Builds client trust |
|
|
Planning, compliance, strategy |
Minimizes tax exposure |
These CPA services in Pittsburgh PA provide businesses with the financial clarity, compliance support, and strategic insight needed to operate and grow effectively.
Why choose Packer Thomas for CPA services in Pittsburgh PA?
Choosing Packer Thomas for CPA services in Pittsburgh, PA means working with a firm that provides integrated financial, tax, and advisory services tailored to local business conditions and regulatory requirements.
Packer Thomas combines:
- Accounting and audit expertise
- Technology and IT consulting
- Compliance and risk management
- Strategic advisory services
This integrated approach helps businesses make informed decisions across financial operations while supporting growth, compliance, and long-term stability.
If your organization needs accounting support, tax strategy, SOC reporting, or advisory services, contact Packer Thomas today to speak with a team member about your needs.
FAQ
About Packer Thomas
Packer Thomas is a CPA and business consulting firm serving clients in Pittsburgh and beyond for over 100 years. With a team of experienced professionals, we provide accounting, tax, audit, and technology consulting services across multiple industries. Our CPA services in Pittsburgh PA support businesses with accurate reporting, compliance, and long-term financial strategy.
Our approach focuses on accuracy, long-term planning, and adapting to evolving financial and regulatory environments.
With offices in Canfield, OH and New Castle, PA, Packer Thomas proudly serves businesses throughout the Pittsburgh, Pennsylvania area.