About Us

Established in 1978, we serve both businesses and individuals. As a firm, we specialize in services for the small, closely held business, providing audit, accounting, tax, retirement plan administration, business financial planning and individual personal financial planning services to clients throughout the Delmarva Peninsula. Our professional expertise attracts growth oriented clientele. PKS & Company, P.A. has offices in Salisbury and Ocean City, Maryland and Lewes, Delaware.

Our staff consists of professional people who compliment the needs of our clients and share the philosophy of PKS & Company. They have strong academic backgrounds and are encouraged to grow through continued education and community involvement. Successful individuals in our firm welcome the changing environment and challenges of our client driven business. We hire the best… those who aspire to achieve excellence and demand nothing less… caring professionals who strive for knowledge… innovative thinkers… team players… achievers… you can expect nothing less!

A Letter From our Managing Partner

Beyond numbers... tradition... expectation...

Thank you for taking time to learn more about PKS. Founded as a traditional accounting firm in 1978, PKS has grown into the area’s largest and most comprehensive financial service firm. Our Firm’s range of expertise extends to many industries and entities that are central to the Delmarva economy. Once, accountants were recorders of history – signatures at the bottom of a tax return, the calculators of depreciation. But today the business of accounting is much more. PKS bridges the gap between generations with an ever-evolving approach to managing clients’ accounting and financial-planning needs. We are proactive advisors and business partners, not simply historians. We become part of our client’s team of advisors. We’re in constant communication with our clients, regularly helping solve everyday problems, not just in contact with them once a year.

As trusted advisors we are always looking ahead to provide proactive solutions. This takes a commitment to serve and constantly learning about new technologies, legislative changes and market forces.

I am frequently asked “what is the secret to PKS’ success?” The answer is simple; it is our people. Our team of professionals is dedicated to making our client’s challenges their own and providing personalized solutions accordingly. I often tell others that our Firm is a people business first and a numbers business second which is evidenced by how our team fulfills the Firm’s core values of: Accountability, Integrity, Passion, Confidentiality, and Creativity. I am proud to be associated with every member of our team and serve with them side by side on a daily basis.

We look forward to working with you.

-Dan O’Connell

PKS Managing Partner

In business and personal planning, everyone faces unusual problems and unique opportunities. Since our success is linked to yours, we go beyond the traditional accountant client relationship and become an integral part of your management advisory team. As an independent, proactive, objective partner, we pay close personal attention to issues affecting our clients. We anticipate your future needs and communicate with you on a regular basis. When we foresee critical issues, we alert our clients.

Our expertise combined with innovative thinking allows us to convert potential problems into opportunities.

Does your CPA go beyond the numbers… in your personal planning… in your business planning… in your future? Does your CPA offer similar solutions to all clients, or are they responsive to your individual situation? At PKS we are business people first, then accountants. We are much more than the people who keep your books and prepare your tax return. Our people truly make a difference. Constantly striving to better serve clients, we develop a team of highly competent individuals who are innovative and progressive in meeting your needs. They understand the impact of today’s decisions on tomorrow’s opportunities.

Our goal is to help you achieve your business, personal and financial goals.

Your needs are unique to your business or personal financial situation. When problems or opportunities arise, you need individualized assistance and advice in a timely fashion. PKS has the competitive edge of being small enough to give you prompt individualized attention, yet large enough to provide the comprehensive and sophisticated accounting, auditing and advisory services typically found in much larger firms. We believe that our partnership fosters growth and success for both of us. In our most successful client partnerships, our ideals match the ideals of our clients. When we combine the right team from our office with your management team, add hard work, and creative thinking, we achieve your goals.

That’s our formula for your success…

Affiliations

Teamwork and partnership is more than just an idea at PKS. It is the foundation we use to build success.

PKS is a member of Allinial Global, an award-winning association of legally independent accounting and consulting firms whose members collaborate to bring their clients best-in-class solutions. As a member of Allinial Global, we have access to the expertise, resources, and advice of over 200 fellow firms in 85 countries throughout the world. This strategic affiliation allows us to offer you broader services, deeper niche expertise, and more complete geographic coverage—all with the prompt, personal attention you expect from a local firm. At PKS, our goal is to be your most trusted advisors, both locally and globally. Allinial Global helps us deliver.

PKS is a proud member of Allinial Global, an association of accounting and consulting firms whose members reinforce client service by exchanging expertise, resources, and advice in a wide range of industries. Founded in 1969, Allinial Global is one hundred members strong and growing, with locations throughout the US, Canada, Mexico, Caribbean, and larger world generating approximately $1.6 billion in collective revenues. Their global reach helps us serve our clients’ business needs throughout the world.

In addition, Allinial Global provides dedicated regional liaisons with extensive connections in the Americas, EMEA (Europe, Middle East, Africa), and Asia-Pacific. Through them, we are able to partner with international firms that hold themselves to the same high standards we do.

meet-expertise-img
As an Allinial Global member, we are proud to be an independently owned firm that’s passed the high threshold of association membership. Though each accepted firm excels in its own right, the strong relationships developed between peer firms combined with a free and fruitful exchange of ideas ultimately advance all of our service outcomes. By taking advantage of Allinial Global professional development and technical training, thought leadership, and industry-specific resources we ensure our continual competitive improvement in the ever-evolving business landscape. We are confident that there’s not a single question that cannot be answered within the Allinial Global membership because our collective experience offers both depth and breadth. Most important, though, is the shared Allinial Global commitment to provide the most client-centric service possible. When needed, we have the ability to leverage our membership in order find not just an adequate solution to your business needs, but the best-in-class solution anywhere in the world. At PKS our goal is to be our clients’ most trusted advisors, both locally and globally. Allinial Global helps us deliver on our promise. For more information, please visit www.Allinialglobal.com.

OUR RECENT INSIGHTS

feature-image

PKS CPA

Avatar

Tax Tips When Buying the Assets of a Business

  After experiencing a downturn in 2023, merger and acquisition activity in several sectors is rebounding in 2024. If you’re buying a busine
Read Full Article
feature-image

Andy M. Haynie - CPA, CFE

Avatar

How Construction Businesses Can Better Manage Their Money

For construction businesses, financial management is notoriously complex. Contractors have to deal with the ebbs and flows of their respective markets
Read Full Article
feature-image

PKS CPA

Avatar

2024 Q2 tax calendar: Key deadlines for businesses and employers

Here are some of the key tax-related deadlines that apply to businesses and other employers during the second quarter of 2024. Keep in mind that this
Read Full Article

REQUEST
A CONSULTATION

At PKS & Company, P. A. we are confident in our ability to prove our value. Please feel free to use any one of the methods below to let us know how we can assist you both personally and in your business.
  • This field is for validation purposes and should be left unchanged.