Appletree & Kern
What we could verify
- Registered business?
- Registration found: Pennsylvania Department of State, status Active, formed 1983
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Not stated on its website
- Local or remote?
- Not stated on its website
- Software?
- QuickBooks
Who they say they serve: restaurants, contractors (self-reported, from the firm's own website)
2 of 5 answered from a dated source.
Documents 2 of 5 core services; registered entity verified.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Appletree & Kern | home page | |
| Website | https://www.appletreekern.com/ | home page | |
| Office locality | Erie, PA | home page | |
| Phone | +18144553904 | home page | |
| Offers bookkeeping | Documented: ...Statements Reviewed Financial Statements Projection or Forecast Financial Statements Bookkeeping Services Tax Services Personal Income Tax Preparation Personal Income Tax Planning... | /accounting-tax-consulting-services | |
| Payroll coordination | Documented: ...Preparation IRS Examination Representation Employee Benefit Plan Return Preparation Payroll Tax Return Preparation Consulting Services Controllership Services Internal Control... | /accounting-tax-consulting-services | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...that you deserve. Learn more about our services below. Accounting Services Compiled Financial Statements Reviewed Financial Statements Projection or Forecast Financial Statements... | /accounting-tax-consulting-services | 6 pts (max 6) |
| Industries served (documented) | restaurants, contractors | /certified-public-accountants-staff-erie-pa | 5 pts (max 5) |
| Software supported | QuickBooks | /accounting-tax-consulting-services | 5 pts (max 5) |
| Entity found in the state business registry | Business registration found: Appletree & Kern, P.c. · PA filing no. 0000791831 · Pennsylvania Department of State · Active | State business registry Third-party Sep 26, 2026 | 6 pts (max 6) |
| Years operating (registry formation date) | Formed 1983-12-08 (creation date of a Pennsylvania-formed entity) | State business registry Third-party Sep 26, 2026 | 5 pts (max 5) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 5 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Local / remote model stated (0 pts, max 3); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4); Communication channel / process (0 pts, max 3); Privacy / data-handling page (0 pts, max 2).
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Named contact / team (0 pts, max 3).
Check it yourself on the state's own records: State Board of Accountancy license search and business registry search.
- Entity found in the state business registry: Business registration found: Pennsylvania Department of State current registered businesses (data.pa.gov xvd7-5r2c) lists Appletree & Kern, P.c. (PA filing no. 0000791831), status Active, checked 2026-09-26. It confirms a registered entity, not a license to practice accountancy.
- Years operating (registry formation date): The registry records 1983-12-08 as the creation date of a Pennsylvania-formed entity.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 19 of 22 evidenced items come from Appletree & Kern's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
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