At Ivana Liberatore CPA, CFP® & Associates, we believe our teamwork approach adds a broader perspective to all we do and provides an increased benefit to our clients. Our team is comprised of financial planning and tax professionals with years of industry experience. We pride ourselves in helping individuals, families, and business locally and throughout the United States.
*Financial Planning services are offered by Ivana Liberatore and Laura Capan through their affiliation with Avantax Investment Services℠.
As a CFP® and a CPA, Ivana can help you create a financial plan to pursue your goals using financial planning strategies while keeping tax saving opportunities at the forefront. Our strategies make the best use of available resources which provide the best option to increase retirement income, save taxes, and consider all goals and special situations. We will work with you, step by step, towards the destination of your goals through the creation of a financial plan with a tax efficient strategy personalized for you.Ivana's greatest professional satisfaction is to see people retire with confidence and live comfortably by following the financial plan they worked on together over the years.Our firm has been serving the tax and financial needs of individuals, families, and businesses locally and around the United States for over 30 years. Our team is comprised of tax and financial professionals with years of industry experience. Ivana has built her firm on a core of Christian faith and a commitment to the best interest of her clients.We are here to help you pursue your goals, establish financial security, and preserve what you have worked so hard for throughout your life.
Financial Planner and Wealth Advisor
Ivana, a Washington and Jefferson College graduate, as well as a CPA, CFP®, and Investment Advisory Representative, is the founder of Ivana Liberatore CPA, CFP® & Associates in McMurray PA, an all-female tax and financial...
Laura is an investment advisory representative and works closely with Ivana on all tax and financial matters to best serve the needs of the clients. She enjoys working with young couples and families as they start their financial...
Client Relations Manager
Joanne provides in-depth client relationship support and facilitates effective and superior communication with clients. Joanne has over 20 years of experience in marketing and communications for various corporations and small business...