Richard J Doerfler & Associates, based on the provided information and online search results, seems to be a professional services firm with a strong focus on
Accounting and financial services. While the provided address is in Clearfield, PA, search results for "Richard J Doerfler & Associates" often lead to "Cobb, Doerfler & Associates,
CPA" located in Lancaster, CA. It's possible "Richard J Doerfler & Associates" was a predecessor or related entity, or that Dr. Richard Doerfler (who was also a Certified Financial Planner) had accounting practices in various locations.
The services typically offered by such a firm, exemplified by Cobb, Doerfler & Associates, CPA, include a wide range of accounting and tax solutions for both individuals and businesses. For individuals, this includes
Tax Preparation and planning. For businesses, especially small businesses and non-profit organizations, the services are more extensive. These encompass
Small Business Accounting, part-time CFO services, audits, reviews, compilations, cash flow management, bank financing, strategic business planning, succession planning, and internal controls. They also provide specialized assistance for non-profit organizations, including setting up and maintaining tax-exempt status and preparing IRS Form 990. The firm aims to provide high standards of service, responsive support, and specialized staff to help clients manage their finances and achieve their goals. They also offer resources like financial guides, newsletters, and a client portal for secure document exchange.
It's important to note that a prominent Dr. Richard Joseph Doerfler, DDS, an orthodontist and certified financial planner, passed away in 2019 and had orthodontic practices in State College and Clearfield, Pennsylvania. While he was a certified financial planner, the detailed services provided by "Cobb, Doerfler & Associates, CPA" strongly indicate an accounting and tax firm rather than a dental clinic. Given the name "Richard J Doerfler & Associates" and the presence of "Associates" in the name, it suggests a professional practice, likely in the financial or accounting field.
