About us

"To do two things at once is to do neither"

Practice information

Allow me to introduce myself and my practice. Williams Group Advisors, P.C.  was established as a full service CPA practice to serve the tax, accounting and consulting needs of small to mid-sized businesses and their owners, as well as individuals with more complex tax situations.  I strive to strike the perfect balance between small, local, attentive service and professional experience and expertise. I believe that listening is the foundation of a lasting client relationship built on trust and respect.  My practice is small, focused, and effective. We are paperless, the staff works remotely, and we are technologically capable. It is my belief that clients receive the most value from my services through personal knowledge and work performed by myself and my staff.  My clients will have a CPA on their side who really knows them, and will never have to deal with 3 layers of management and a revolving and unfamiliar staff.

About me

I’ve been in public accounting for over 15 years and I view this business as a hands on business when serving small to mid-sized businesses and individuals. Early on I knew that I had to find ways to help my clients save money on taxes, after all, if I could not do that, why would anybody want to pay for my service? I began by getting my Masters in Taxation which helped be to understand the more complex aspects of the tax code, and to be more confident in navigating through grey areas and risks, rather than avoiding them. I’ve worked for both smaller regional firms where I practiced mostly with small businesses and individuals.  I went on to join PricewaterhouseCoopers as a tax consultant,  where I traveled the country and worked on some of the biggest clients in the US.  Now, with my own practice, I service my clients with a dynamic perspective and deep knowledge base not typically available in the markets I serve. 

Staff

Eric Brewer, CPA

Julie Koeppen

Brian R. Williams, CPA

Education

  • Temple University, Bachelor of Business Administration, Finance 
  • Florida Atlantic University, Master of Taxation

Certifications

  • Certified Public Accountant(CPA) – State of Pennsylvania
  • Sage Certified Advisor –  50c, Business Cloud Financials