Financial Services

It’s about more than tax compliance. At Kelly, Sparber, White & Associates, LLC, we continue to work with you even after the tax returns are completed, helping you to make better decisions for the following year.

For your business financial services, you may have questions concerning:

• Equipment depreciation
• Lease vs. purchase
• Selling property
• Exercising stock options
• When to make large purchases

For your family financial services, you may want to learn more about:

• Marriage or divorce

• Military service
• How to pay for college
• Medical issues
• Aging parents

For personal financial services, issues may involve:

• Gifting a home

• Cashing a bond
• Taking money out of retirement plans
• Selling investments

Financial services involves a wide range of issues, from income tax planning, depreciation, and stock options to such personal issues as preparing for a funeral or caring for disabled children.  At Kelly, Sparber, White & Associates, LLC, we strive to be your source for sound financial services this year and every year.

Planning is personal. There are no “one-size-fits-all” options when it comes to business or individual planning.

Your needs are as unique as your personal situation.  At Kelly, Sparber, White & Associates, LLC, we recognize that and are prepared to offer planning, advice, and solutions tailored to your specific needs.

Business planning involves a wide range of issues, from general business questions to small business tax planning and the many problems both new and more experienced entrepreneurs encounter:

• How do I start a business?
• Should I incorporate?
• What entity should I choose? (C Corp. vs. S Corp.)
• How can I improve cash flow?
• Should I lease or buy?
• Can I afford that new capital expense?
• I need projections for a business plan.
• I need help to acquire a bank loan.

Or perhaps your need is for business succession planning.  You may be ready to retire, sell your business, or pass control on to the next generation.  What are the most tax-effective ways to turn over the reins of your business?  What are the best options to arrange for an orderly and profitable transition?  Both our business planning and business valuation services may be of use in helping to determine the true worth of your business and how best to take the next step, whether it is retirement or a bold new business venture.

Why Kelly, Sparber, White & Associates, LLC?

Founded in 1962, Kelly, Sparber, White & Associates, LLC brings more than 40 years of experience to the task of providing you sound financial services advice. 

From income tax planning and business financial services to personal and family financial services, we have the services and the “customer service” attitude you’re looking for.

We also offer Estate Planning, Retirement Planning, and Business Planning services.  Please contact us with any questions you may have.

Service Area

From income tax planning to business financial services, Kelly, Sparber, White & Associates, LLC of Latrobe, PA provides personal, family, and business financial services, and more in the following areas:  Latrobe, Blairsville, Derry, Greensburg, Irwin, Jeannette, Ligonier, Mt. Pleasant, New Alexandria, North Huntingdon, and throughout Westmoreland County.

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