Certified Public Accountants/Advisors in Bethlehem

Morey Nee Buck & Oswald is a team comprised of CPAs, accountants, bookkeepers and advisors.

 

Having a presence in the Lehigh Valley, Philadelphia, New York City and New Jersey, our firm provides hands on service to clients in the Northeast and offer remote solutions to numerous organizations nationwide.

 

Our accountants are focused on enhancing the wealth and prosperity of our businesses and nonprofit clients through practical tax planning, accounting, auditing and business consulting. Our goal is to utilize our knowledge and expertise to provide perspective and direction, helping our clients achieve their definition of success.

 
Undisclosed
 
Undisclosed
 
10 - 49
 Founded
2011
? These data points are estimates provided by the Clutch team. Each data point can change at any time and is subject to the company’s discretion once they claim ownership over their Clutch profile.
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Bethlehem, PA
headquarters

Focus

? These focus breakdowns are estimates provided by the Clutch team. Service line and focus breakdowns can change at any time and are subject to the company’s discretion once they claim ownership over their Clutch profile.
Service lines
  • Tax Preparation
  • Payroll Processing
  • Bookkeeping

Reviews

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Tax Accounting & Bookkeeping for E-Learning Company

"He’s incredibly knowledgeable and detail-oriented when it comes to all the tax work."

Quality: 
5.0
Schedule: 
5.0
Cost: 
5.0
Willing to refer: 
5.0
The Project
 
$10,000 to $49,999
 
Jan. 2006 - Ongoing
Project summary: 

Morey, Nee, Buck & Oswald, LLC provide CPA services, including filing local and state tax returns. 

The Reviewer
 
1-10 Employees
 
Orefield, Pennsylvania
John Fekula
President, Exam Edge
 
Verified
The Review
Feedback summary: 

The vendor provides immaculate accounting services. Along with this, they offer strategic suggestions to improve the organization and efficiency of accounting processes. They are a reliable group that goes above-and-beyond to ensure a seamless experience for their client.

A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript.

BACKGROUND

Introduce your business and what you do there.

I’m an owner of Exam Edge LLC.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Morey, Nee, Buck & Oswald, LLC?

The vendor provides all of our Certified Public Accountant (CPA) work.

SOLUTION

What was the scope of their involvement?

They file our tax returns. We maintain a master sheet with my minority business partner, which Bill recommended we reconcile monthly. At the end of each month, I go to QuickBooks and go through all of our numbers with my business partner to agree that they match. 

Then, when the end of the year comes around there are no surprises. We have a long meeting with Bill to ensure all the numbers in QuickBooks reconcile with what’s in the master sheet. 

Bill also recommended paying my business partner 60% of net profits at the end of each month. We wouldn’t have thought of that idea without him.

What is the team composition?

I’m just working with Bill (Partner) from Morey, Nee, Buck & Oswald, LLC. He’s my one point of contact and go-to guy.

How did you come to work with Morey, Nee, Buck & Oswald, LLC?

I considered a couple of different CPAs. He stood out as the clear favorite—there wasn’t a close second. He did some free work for me before I decided to hire him. He asked me more detailed questions than any other CPA I spoke with. 

Also, it was a brilliant idea to pay my business partner in line with the months when quarterly estimates are due. It allows my business partner to make his estimated payments and it allows a safety net in case there’s an unprofitable month. 

How much have you invested with them?

It depends on the year, but we spend about $3,000 per year on average.

What is the status of this engagement?

We began working together in January of 2006, and the partnership is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

He’s incredibly knowledgeable and detail-oriented when it comes to all the tax work. We never get it quite right, and he always seems to figure out what we did wrong. There is no possible way I could do all of my taxes without him.

How did Morey, Nee, Buck & Oswald, LLC  perform from a project management standpoint?
 
We’re mainly in contact during January and March. He is very responsive. I’ll shoot him an email with a miscellaneous tax question, and he’ll respond within about 30 minutes. He’ll even respond quickly during crunch time, which is now until April 15. Most questions I have can be handled with a quick email.

We also have an in-person meeting in-person during the first week of January per Bill’s strategic recommendation, as the Q4 estimates are due on January 15. Then, we have a to-the-penny number for the quarterly estimates.

What did you find most impressive about them?

He is the most detailed person I’ve ever worked with. I know he will never get us into trouble. He’s exceptionally conservative and by-the-books. 

Are there any areas they could improve?

I can’t think of any area he could improve. 

5.0
Overall Score
  • 5.0 Scheduling
    ON TIME / DEADLINES
  • 5.0 Cost
    Value / within estimates
  • 5.0 Quality
    Service & deliverables
  • 5.0 NPS
    Willing to refer
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