March-April 2018 | THE FACES OF TRUSTED ADVISORS FOR 40 YEARS

THE FACES OF TRUSTED ADVISORS FOR 40 YEARS
From left: Patricia Greer, CPA, Norman Myers, CPA, CCIFP, CGMA, Daniel O’Connell, CPA/PFS, CVA, Emilee Snader, CPA, Douglas McCabe, CPA, Esq., John Stern, CPA/PFS, E. Lee McCabe, CPA, CVA, Lana Kazlova, CPA and Ronald Derr, CPA

FACES 2018

THE FACES OF TRUSTED ADVISORS FOR 40 YEARS

PKS & Company, P.A. celebrates its 40th year in business and is recognized as one of the most diverse firms of its kind in the area

Having grown into one of the most diverse firms of its kind in the area and celebrating its 40th year in business, PKS & Company, P.A., takes an ever-evolving approach to managing clients’ accounting and financial planning needs. “We strive to be our clients’ most trusted financial advisor,” said Ron Derr, CPA. To achieve these goals for its clients, PKS incorporates traditional accounting, tax, payroll and audit services — with specialized areas of financial guidance, including estates and trusts, employer-sponsored retirement plans such as 401(k), fraud and forensic services and litigation support.
 

“Many of our clients take advantage of multiple services we offer, and as a result, we become a part of our clients’ team of advisors. They turn to us regularly to solve everyday problems. We’re not just in contact with our clients once a year — we are in constant communication with them,” said Daniel M. O’Connell, CPA/PFS, CVA.
 

PKS is structured strategically to remain small enough to offer prompt, individualized service, yet large enough to provide an inclusive, sophisticated array of services to its clients. “Our clients have access to everyone in our firm, not just one person,” said John M. Stern, CPA/PFS. “Many PKS associates have degrees and certifications beyond the typical accounting degree. The company’s range of expertise extends to many industries and entities central to the economies of the Delmarva Peninsula.”  
 

With the full support and resources of its sister company, PKS Investment Advisors LLC, PKS offers its clients complete access to its family of financial professionals with solutions and strategies for individuals, families, businesses, estates, trusts and partnerships. Established in 1999, PKS Investment Advisors LLC is an independent registered investment advisory firm. As such, it adheres to a strict fiduciary standard and is legally bound to act in its clients’ best interests.


In addition to offering comprehensive financial planning, PKS provides retirement-income planning and investment management. It is the core belief of both PKS & Company, P.A. and PKS Investment Advisors LLC that the coordination between financial planning and tax planning benefits clients with a service that is truly unique.

 

PKS & COMPANY, P.A.

PKScpa.com

1801 Sweetbay Drive, Salisbury  |  410-546-5600

12216 Ocean Gateway, Ste 800, Ocean City  |  410-213-7185

1143 Savannah Road., Ste 1, Lewes  |  302-645-5757


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