Ivana Liberatore CPA CFP® & Associates

About us

OPEN FOR BUSINESS! We can meet with you via FaceTime, Zoom, Skype, What’s App, or by phone. Call us at 724-942-3340 or email us at [email protected] to schedule an appointment. For more details and information about our services, please visit our website at www.ivanacpa.com.

Business highlights

43 years of experience

Services we offer

Tax and Financial Planning

Amenities

Free Estimates

Yes

Accepted Payment Methods

  • CreditCard
Reviews
5.08 Reviews
Number of StarsImage of DistributionNumber of Ratings
5
100%
4
0%
3
0%
2
0%
1
0%
Showing 1-8 of 8 reviews
Joann N.
Oct 2018
5.0
Yes, I recommend this pro
Fabulously well!

Rex W.
Jun 2018
5.0
Yes, I recommend this pro
$200
Ivana was prompt and professional and provided the clarification I needed to complete my tax return without issues.

Robert F.
Mar 2018
5.0
Yes, I recommend this pro
Ivana is a consummate professional. We met months before our taxes were due to ease our worries. It was a particularly complicated year given the sale of a rental property, job changes, home purchase, uncertainty over filing status (married vs. married filing separate). She exceeded our expectations. She is extremely easy to contact and returned our calls and emails within hours. Thanks to Angie's List, we found ourselves not just our accountant, but financial advisor of the future.

Katherine F.
Oct 2016
5.0
Yes, I recommend this pro
Ivana recently called me (yes, she thinks about you even when you aren't thinking about your portfolio) to discuss current market conditions and recommend options. We also discussed an unexpected income that I currently have and with the tax implications that presents. We scheduled a meeting for next month to address this and review accounts before the end of the year.

Katherine F.
Oct 2016
5.0
Yes, I recommend this pro
We scheduled an appointment to meet next month.

Albert M.
Oct 2016
5.0
Yes, I recommend this pro
Ivana is amazing. She has done a fantastic job managing our money as well as filing our tax returns.  She always keeps us informed and consults with us before any major changes.  She makes sure that we meet regularly so that there are never any surprises.  We would HIGHLY RECOMMEND her to anyone.  We are not just another account to her; she actually cares.

Katherine F.
Oct 2016
5.0
Yes, I recommend this pro
We scheduled a meeting for next month to review all accounts before the end of the year.

Becky M.
Jun 2016
5.0
Yes, I recommend this pro
unknown

Lisa M.
Mar 2016
5.0
Yes, I recommend this pro
unknown

Richard B.
Nov 2014
5.0
Yes, I recommend this pro
Ivana definitely is concerned with what is best your her clients.
She does extensive research before making any recommendations for the benefit of her clients. The other staff members are
also very knowledgeable and professional when interacting with their customers.
I highly recommend her firm for your accounting and wealth management services.

Steven C.
Aug 2014
5.0
Yes, I recommend this pro
$1,800
unknown

Denise R.
Jun 2014
4.0
unknown
Response from Ivana Liberatore CPA CFP® & Associates

"We take pride in the being prepared and providing valuable tax and financial information to prospective clients at the initial complimentary meeting, where there is no cost or obligation to use our services. The prospective client chose not to provide any personal, financial, or tax information before or during the meeting, stating that the meeting was only preliminary and that they were interviewing other candidates. We respect the privacy of our potential clients at initial meetings to reveal what they are comfortable sharing. However, to be productive and receive valuable tax and financial information at a preliminary meeting, personal, financial, and tax information/documents should be provided at the meeting or in advance of the meeting."


Carol J.
May 2014
5.0
Yes, I recommend this pro
Ivana has provided me with the most comprehensive and helpful financial services of any professional that I have used in the past. I had, in the past, used a separate investment adviser from one of the big national firms to handle my investments, and then a different accountant for the annual preparation of my taxes. By combining these services with Ivana, I finally have one person who has and quot;my big pictureand quot;, and knows everything about my financial situation including issues with investment property, income, inheritance, and retirement.

Because she is a CPA, she has a clear picture of what the best moves are in navigating what, to me, was a complicated financial puzzle. She has laid out objective options for me regarding my investments, and has shown great patience in guiding me toward sound decisions. Her staff is friendly and personable, and her office quickly returns my phone calls. Her office is very accessible, parking is not a problem, and she is just minutes from my home. I just simply could not be happier with the services provided by Ivana and her assistants.

Thomas S.
Apr 2014
5.0
Yes, I recommend this pro
$350
We were extremely pleased with the service we received from Ivana. She went above and beyond by identifying an error in our relocation tax rate which allowed us a substantial return. The fees are very reasonable and a very quick turn around. The office staff was very pleasant and professional. We would highly recommend using this office.

Margaret S.
May 2012
5.0
Yes, I recommend this pro
$850
My 89-year-old mother asked me to take over her finances this year, and I took her records to Ivana for tax preparation. Not only did she find a healthy refund for my mother, she alerted me to some high management fees my mother’s financial advisers were charging on accounts which they were not actually managing.

After getting quite an education about financial planning, financial planner certification (Ivana has it!), and different types of fee arrangements, my mother’s accounts are now within the exact same allocations, but with less than half of the associated fees. Ivana is not only a competent CPA, she is a trustworthy person of high integrity.

Licensing

State Contractor License Requirements

All statements concerning insurance, licenses, and bonds are informational only, and are self-reported. Since insurance, licenses and bonds can expire and can be cancelled, homeowners should always check such information for themselves. To find more licensing information for your state, visit our Find Licensing Requirements page.

*Contact business to see additional licenses.

FAQ

Ivana Liberatore CPA CFP® & Associates is currently rated 5.0 overall out of 5.
Ivana Liberatore CPA CFP® & Associates accepts the following forms of payment: CreditCard
Yes, Ivana Liberatore CPA CFP® & Associates offers free project estimates.
No, Ivana Liberatore CPA CFP® & Associates does not offer eco-friendly accreditations.
No, Ivana Liberatore CPA CFP® & Associates does not offer a senior discount.
No, Ivana Liberatore CPA CFP® & Associates does not offer emergency services.
No, Ivana Liberatore CPA CFP® & Associates does not offer warranties.

Contact Information

228 E McMurray Rd, Ste A, Canonsburg, PA 15317

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