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About Our Firm
Our Mission Statement
Our mission is to combine knowledge
and expertise along with state of the art technology to service
our clients in a warm professional environment and ultimately
build a long-term relationship.
Our Team
Steven E. Kaunitz, CPA
Steve is the founder and
has over 30 years of experience in taxation and accounting. He
is a graduate of Fairleigh Dickinson University where he earned
a Bachelor of Science in Accounting (cum laude). Steve entered
public accounting by working for Touché Ross & Co. (a “Big
Eight” accounting firm at the time) in the Newark, NJ office.
Being born and raised in Allentown, he was happy to accept a
position with Hess’s Department Stores as the Assistant
Treasurer. In 1979, Steve came back to public accounting by
being a staff accountant with Cohen & Rogozinski, CPAs. In 1980,
Steve decided to open his own accounting firm and has built the
firm to what it is today. While not working, he enjoys playing
golf, basketball, tennis, and traveling with his family. Since
2004, Steve enjoys being his wife’s assistant coach of the
girls’ tennis team at Parkland High School.
Michael A. Kaunitz, CPA
Mike earned his Bachelor
of Science in Accounting from the Pennsylvania State University
and graduated with distinction. Prior to joining the firm, Mike
worked for Deloitte & Touché (a “Big Four” accounting firm) in
the Philadelphia office where he was part of the Investment
Management team. Mike joined the firm in 2007 and is in charge
of the financial planning side of the firm. He also meets with
clients and prepares individual, partnership, estate, and
fiduciary income tax returns. Mike is a member of BNI. Mike
enjoys lifting weights, playing basketball and golf, and going
to the beach.
Daniel Gower, MBA
Dan has worked with the firm since 2001. He provides daily
bookkeeping services while maintaining a high-quality
relationship with clients. In addition, he is responsible for
accounting, financial statements, and preparing tax income and
payroll returns for all of our business entities. Previously,
Dan was employed at Polar Plastic Manufacturing Limited and
Jamison Plastics where he was the controller and was responsible
for asset management, inventory control, budgeting, and
forecasting. Dan earned his M.B.A. from Kutztown University and
he also holds a Bachelor of Arts in Business from Muhlenberg
College. He enjoys bowling with the Monday Niters and is a
football fan – Go GIANTS!!!
Paula Kaunitz
Paula is
the office coordinator. She graduated first in her class from
The Berkley School of Business. In 1975, Paula started as a
secretary to eight managers and partners before becoming the
assistant to the head of Human Resources for Touché Ross & Co.
(a “Big Eight” accounting firm at the time) in the Newark, NJ
office. After marrying Steve and moving to the Allentown area in
1979, Paula was employed at Air Products & Chemicals, Inc. where
she was an administrative assistant for PSG Materials Management
& Employee Benefits Departments. In 1983, Paula had her first
son, Michael, and decided to be a stay-at-home mother while
working with Steve during tax season. In 1995 and 1996, Paula
took a position with Kids Peace as an assistant physical
education teacher. Paula has been coaching tennis for the past
fifteen years (including Moravian Academy, Cedar Crest College,
and currently Parkland High School). She is a director of tennis
camps that she runs in the summer. Paula started a “Sit-Down”
tennis program for individuals with Alzheimer’s disease at
Country Meadows, an Assisted Living Facility in Allentown, PA.
Our History
In 1980, Steve and Paula decided to open a full-service
accounting firm using a room at their home as his office. As the
practice grew, they built an addition to their home as Steve’s
office, so he could better accommodate his clientele and also be
close to his expanding family. Needing additional workspace and
room for his clients, Steve moved the practice to its current
location in Breinigsville.
Our Privacy Policy
Required by the
Gramm-Leach-Bliley Act of 1999.
We collect nonpublic
personal information about you from the following sources:
• Information we receive from you on applications, tax
organizers, worksheets and other documents;
• Information
about your transactions with us or others;
• Information we
receive from a consumer-reporting agency.
We do not
disclose any nonpublic personal information about our clients or
former clients to anyone, except as permitted by law.
We
restrict access to nonpublic personal information about you to
those members of our firm who need to know that information to
provide services to you. We maintain physical, electronic and
procedural safeguards that comply with federal regulations to
guard your nonpublic personal information.
If you have
any questions regarding this policy, please do not hesitate to
contact us.
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1038
TREXLERTOWN ROAD
BREINIGSVILLE, PA 18031
P: (610)
395-6766
F: (610)
398-9535
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