Our Team

As our family business continues to grow, Baitzel & Company has become Baitzel Financial Services. Our company is expanding to include new generations and new areas of financial expertise, allowing us to offer not only tax preparation but also comprehensive business and financial consulting. What hasn’t changed is the personalized, relationship focused care our clients have trusted for years.

Greg Baitzel, CPA

With nearly 50 years of experience in accounting and tax preparation, Gregory has built a career rooted in expertise, integrity, and long-term client relationships. A Saint Joseph’s University graduate and CPA for over 40 years, he has advised clients across numerous industries, including medical professionals, real estate investors, and construction companies. Gregory is proud to carry the firm’s legacy forward through his two sons, as they continue to build on the values and service standards he established.

Founder of Baitzel & Company, P.C.

Jonathon Baitzel, EA

President

Jon is an Enrolled Agent, licensed by the Internal Revenue Service to represent taxpayers in all matters. He has been working for the family business for nearly 20 years since graduating from Temple University. Specializing in tax preparation and small business bookkeeping he looks forward to helping you achieve your goals and making your tax season as painless as possible for you.

Kimmy Baitzel

Director of Operations

Kimmy is the Director of Operations at Baitzel Financial Services, bringing ten years of experience in personal wealth management, client communication, and building smooth, stress-free financial processes. A graduate of Boston University’s College of Communication, she pairs creativity with sharp organization to keep BFS running seamlessly. She is passionate about supporting families and small businesses, creating an experience where clients feel confident, understood, and taken care of promptly.

Nick Baitzel, EA

Partner

Nick graduated with a degree from University of Delaware’s Alfred Lerner College of Business & Economics. After 15 years of experience in the restaurant industry, he has joined Baitzel Financial Services as a partner. He is excited to bring his people-focused, service-driven approach to supporting our clients’ financial needs

Suzanne Walsh

With more than 30 years of experience, Suzanne plays a key role in keeping the office running smoothly. As an executive and administrative assistant, she supports the team across a wide range of activities and is especially skilled at guiding clients through their part of the tax return process. Suzanne is dedicated to making sure every client’s questions and concerns are handled with care and attention.

Office Manager
Head of Barketing

Quill Baitzel

Woof, woof woof.