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About Us

About Our Firm

Serfass & Serfass, P.C. is the successor firm to W. N. Serfass & Co. which was founded in 1956 for the practice of accounting, auditing and income tax preparation. Serfass & Serfass, P.C. was established in mid-2000, shortly after services formally expanded to include the investment, personal financial planning and estate planning fields. In addition to the two principals, the firm presently employs four full-time employees – two senior and/or staff accountants, and two administrative assistants.

Our Mission

Our mission is to help clients maintain financial viability in the present while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs, thorough research, and sound analysis. Serfass & Serfass, PC is dedicated to meeting these goals with high standards of excellence and professionalism.

Our Team

David W. Serfass, CPA

dws@serfassandserfass.com (610) 691-1900

President & Treasurer - Serfass & Serfass, P.C.
Quality Control Director - Serfass & Serfass, P.C.


- BS Business & Economics - Lehigh University, 1985 (Majoring in Accounting)

- CPA Pennsylvania, 1988

- Registered Representative of GWN Securities, Inc. and Registered Investment Advisor of Latitude Advisors, LLC.

- 30+ Years Experience in Accounting, Financial Planning and Investment Management, All with Serfass & Serfass, P.C., W. N. Serfass & Co., P.C. and W. N. Serfass & Co.

- Member of the AICPA

- Member of the PICPA

- Former Member of the Estate Planning Council of the Lehigh Valley

- Former Director of the Bethlehem Area Chamber of Commerce Small Business Council

- Recipient of Various Awards Presented by Medallion Investment Services in Recognition of Dedication and Professionalism in Serving the Financial Needs of Clients, Including:

2005 Executive Council Award 2004 Chairman's Council Award 2003 Executive Council Award 2002 President's Council Award

Diana (Dee) L. Serfass, CPA

dls@serfassandserfass.com (610) 691-1900 ext 112

Vice President & Secretary - Serfass & Serfass, P.C.

- BS Accounting & Economics - Muhlenberg College, 1976

- CPA Pennsylvania, 1980

- Registered Representative of GWN Securities, Inc. and Registered Investment Advisor of Latitude Advisors, LLC.

- 35+ Years Experience in Accounting and Investment Management Experience with Recent Focus on Tax, Financial and Estate Planning

- 2+ Years with Price Waterhouse

- 16 Years with PNC Bank, Including 9+ Years Experience as Portfolio Manager and 5+ Years Serving as President of Provident National Investment Corporation. Responsible for Actively Managing Investment Portfolios Peaking at $500 million in Assets

- 18+ Years with Serfass & Serfass, P.C. (and Its Predecessor Firm, W. N. Serfass & Co., P.C.)

Donald E. Mellinger, Jr.

don@serfassandserfass.com (610) 691-1900 ext 115

Staff Accountant

- BS Education - Kutztown State, 1972

- 18 Accounting Credits - De Sales University and Northampton County Community College

- 14 Years Experience in Public and Private Accounting

- 2 Years Experience as Controller for 900-Acre Orchard with Four Retail Store Locations

- 17+ Years Experience as a Staff Accountant with W. N. Serfass & Co., P.C. and Serfass & Serfass, P.C.

April J. Hofmann

april@serfassandserfass.com (610) 691-1900 ext 116

Staff Accountant

- AAS in Accounting

- 10 Years Experience as a Staff Accountant with W. N. Serfass & Co., P.C. and Serfass & Serfass, P.C.