For more information
on how our team can efficiently support your financial planning needs, contact us at 610.444.3222.




Services

Umbreit Korengel & Associates offers a complete range of financial consulting and planning services for comprehensive business support. We work to fully understand your company’s position and then provide the services, identify the opportunities, and execute the planning to ensure it can operate and grow from a healthy financial base. Our capabilities include:

 

Accounting
Tax Planning
Financial Advice
Cash Management
Short-Term/Long-Range Fiscal Planning
Budgeting
Merger/Acquisition Analysis
General Bookkeeping
Computer System Setup
Staff Training

Auditing
Commercial – Manufacturing, Retail, Agricultural,
                           Restaurant, Professional & Others
Nonprofit
Personal

 

Specialized Financial
Growth & Retirement
Estate Planning
Inventory Control
Investment Counseling
Lease/Buy Analyses
Management – Direct or Indirect
Real Estate Sales/Purchase Assistance

Tax
Complete Preparation of Returns – Accurate, Economical, Timely
Expert Deductions Advice
Shelters
State-of-the-Art Automated Tax Preparation
Strategy/Planning