Image of Stephen R. Horvat

Stephen R. Horvat

Partner, CPA
610 927 4534

Stephen Horvat, a partner in the firm’s small business services group, has more than 33 years of experience in public accounting. He specializes in serving the financial needs of entrepreneurial clients. Steve has experience with numerous industries, primarily serving as an advisor providing business consulting, succession planning, tax planning, and accounting services to privately owned businesses and their owners.

Experience

  • Partner-in-charge of the financial compilations and reviews on numerous closely owned businesses
  • Partner-in-charge of the tax compliance on numerous closely owned businesses
  • Partner-in-charge of the tax compliance for individual tax returns
  • Provides strategic planning and implementation services to clients
  • Provides business planning, financial statements, tax returns, tax planning, and budgeting assistance and serves as a business advisor to small to medium sized entities
  • Provides succession and estate planning to clients
  • Concentration in physician and dental practices
  • Licensed CPA in Pennsylvania

Involvement

  • American Institute of Certified Public Accountants (AICPA)
  • Pennsylvania Institute of Certified Public Accountants (PICPA)
  • Greater Reading Chamber of Commerce and Industry
  • Crime Alert Berks County
  • Ben Franklin Technology Partners
  • Wilson School District

Education

West Chester University
Bachelor of Science in Business Administration

Continuing Education

  • Annual Small Business Update
  • Annual Quality Update
  • Annual Federal Tax Update
  • Financial Reporting Framework for Small & Medium Sized Entities
  • AICPA FASB Update
  • Advanced Financial Management training