Full-Service CPA & Advisory
Integrated accounting, tax, and consulting services
Industry-Specific Experience
Solutions tailored to your industry and goals
Local
Expertise
Trusted by businesses across Wexford & beyond
Long-Term Partnerships
Committed to your success year after year
Packer Thomas provides CPA and business consulting services to businesses, not-for-profits, and individuals in Wexford and the surrounding North Pittsburgh area. With over 100 years of experience, we deliver personalized solutions and strategic guidance to support growth and informed financial decisions.
Wexford businesses rely on structured financial oversight to manage reporting, maintain compliance, and support long-term growth. Located in a key commercial corridor north of Pittsburgh, companies need reliable guidance to stay competitive, making CPA services in Wexford PA a critical part of financial stability and operational planning. These services typically include accounting, tax consulting, SOC reporting, IT consulting, and business advisory support.
Packer Thomas works with businesses and individuals throughout Wexford and surrounding communities, delivering practical financial and consulting services backed by over 100 years of experience. Each engagement is designed to improve financial visibility, support compliance, and provide clear, actionable insight.
Our Core Services
Tax Planning & Compliance
Strategic tax planning & compliance for business and individuals
Valuation & Advisory
Business valuations and financial insight for decision-making
Accounting & Attestation
Accurate financial reporting and attest services
IT
Consulting
Technology solutions that improve efficiency & strengthen security
What are client accounting services (CAS)?
Client accounting services outsource core accounting functions to improve efficiency, strengthen reporting accuracy, and provide consistent financial visibility for better decision-making.
Packer Thomas CAS includes:
- Monthly financial reporting
- KPI dashboards and forecasting
- Cloud-based accounting systems
- Payroll and accounts payable
- Sales tax filing
These services allow Wexford businesses to scale operations without building internal accounting teams while improving financial visibility and control.
What accounting and attestation services include?
Accounting and attestation services include financial reporting, audits, reviews, and other assurance services to support decision-making and compliance.
Packer Thomas offers:
- Financial statement preparation
- Bookkeeping and write-up services
- Internal controls and fraud prevention
- Audits, reviews, and compilations
- SOC reporting and agreed-upon procedures
These services help businesses maintain reliable financial records and meet regulatory expectations as part of comprehensive accounting services in Wexford PA.
When should a business use forensic accounting?
Forensic accounting should be used when a business needs to investigate financial discrepancies, support litigation, or quantify damages.
Key services:
- Fraud detection and investigation
- Economic damage analysis
- Insurance and contract claims
- Lost profit studies
- 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 tax consulting help Wexford businesses reduce liabilities?
Tax consulting helps businesses reduce liabilities by identifying opportunities to minimize tax exposure while maintaining compliance with federal, state, and local regulations.
Services include:
- State and local tax strategy
- Business and individual tax planning
- Estate and gift planning
- R&D credits and incentives
- Entity structuring
The IRS guide on business deductions explains how properly identifying and claiming eligible expenses can significantly reduce taxable income.
How do business valuations support financial decisions?
Business valuations support financial decisions by determining the fair market value of a company for transactions, planning, or disputes.
Services include:
- Buy-sell agreement valuation
- ESOP valuation
- Mergers and acquisitions support
- Estate and gift planning
- Litigation and divorce support
Accurate valuations provide clarity for business owners making high-impact decisions.
How does IT consulting strengthen business operations?
IT consulting strengthens business operations by aligning technology systems with performance, security, and scalability requirements.
Services include:
- IT strategy and implementation
- Cybersecurity and governance policies
- Systems audits and risk assessments
- Business continuity planning
This is especially relevant for organizations 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.
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 |
|
|
Bookkeeping, payroll, reporting |
Reduces internal workload |
|
|
SOC 1, SOC 2, SOC 3 audits |
Builds client trust |
|
|
Planning, compliance, strategy |
Minimizes tax exposure |
|
|
M&A support, estate planning, disputes |
Enables informed decision-making |
|
|
Systems, security, implementation |
Improves efficiency and security |
|
|
Fraud analysis, litigation support |
Protects against financial loss |
These CPA services in Wexford 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 Wexford PA?
Packer Thomas provides integrated CPA services in Wexford PA by combining accounting, tax, audit, IT consulting, and advisory support into one coordinated approach.
Packer Thomas combines:
- Accounting and audit expertise
- Strategic advisory services
- Compliance and risk management
- Technology and IT consulting
This integrated model helps businesses make informed decisions across all financial areas while supporting growth, compliance, and operational clarity.
If your organization needs accounting support, tax strategy, SOC reporting, or advisory services, contact Packer Thomas for practical solutions aligned with your goals.
FAQ
About Packer Thomas
Packer Thomas is a CPA and business consulting firm serving clients in Wexford 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 Wexford 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 Wexford, Pennsylvania.