About Us

Since 1984, Umbreit Korengel & Associates, Certified Public Accountants, has been a leading financial advisory firm. Our staff of nearly 20 professionals and paraprofessionals offers the Delaware Valley area first-class accounting, flexible custom programs, exceptional insights and welcome personal attention as well as a comprehensive list of traditional financial services.

Left to right: Sherry Gazze, Rosalie Potts, Trish Monagle, Lucia Michlovich, Linda Bivens, Donna Badgett, Jane Burgarella, Terry Smith, and Jane Yaun.

Receive Specific, Expert Advice
Your Umbreit, Korengel & Associates account benefits from the supervision of a dedicated primary partner who knows your business and its unique fiscal requirements. Umbreit, Korengel & Associates clients enjoy the advantages of the most advanced technology in the financial arena and our ability to access the top local and national resources available today. We’re proud of our peer-reviewed status, which distinguishes us as a firm that meets the accounting industry’s toughest standards.

• History
• How We Help You
• The Partners

Build Your Business with Our Solid Values

At the foundation of our company are strong ethical values that drive the way we work ... the principles that are essential to a long-term business relationship.

Competence

Training, advanced technology and a take-charge attitude … the qualities you look for when requesting financial advice. Our expertise is evident in our staff credentials, the track record we enjoy, and the technical acumen we bring to every assignment.

Integrity

Our principles are high, our relationships sincere, and our solutions forthright. We handle your money matters as if they were our own.

Trust

Both the success and security of your business rest with Umbreit, Korengel & Associates and we recognize that, ensuring your confidence in our management skills and allegiance. We respect the privacy of your personal information. Our accountability is to you. Our commitment is, too.

Education

Continuing Professional Education is a priority for each Umbreit, Korengel & Associates partner and for support staff as well. We regularly attend national and regional professional meetings and are required to accumulate CPE credits every year to keep our licenses—and our thinking—current.

Communication

By telephone, letter, e-mail and personal contact, we make sure you never wonder where your account stands. You choose the frequency. We take the responsibility. And, if you have a question, we deliver an answer.