PKS

05/31/2026

This week we celebrated a very special milestone at PKS—honoring Carla Chesser as she retires after nearly 25 years with the firm.

Since her start on October 1, 2001, Carla has been a constant, trusted presence on our team. Her dedication, hard work, and unwavering commitment to exceptional service have made a lasting impact on both our clients and colleagues. Whether it meant coming in on holidays or braving snow days—sometimes even working alone in the office—Carla consistently went above and beyond to ensure we met client deadlines.

We are truly grateful for her years of service and the many contributions she has made along the way.

Please join us in thanking Carla for her nearly 25 years with PKS and wishing her all the best as she begins this exciting new chapter. Congratulations on your well-earned retirement!

05/31/2026

Today is the last day to vote in Coastal Style’s Best Of 2026!

05/29/2026

Last week, our team was proud to volunteer with Junior Achievement of the Eastern Shore, assisting local students as they stepped into real-world financial roles during the BizTown simulation.

It was a fun and rewarding experience—and a great reminder of the importance of financial education at an early age.

We’re grateful to support programs that make such a meaningful impact in our community.

05/25/2026

Home of the free, because of the brave.

05/23/2026

We’re incredibly grateful to share that PKS & Company, P.A. and PKS Investment Advisors LLC have been named Coastal Style Best Of 2026 finalists across multiple categories in Sussex, Wicomico, and Worcester Counties!

Thank you to everyone who took the time to nominate us—your support means so much to our entire team.

We’re especially proud to recognize:

• Dan O’Connell – Best Accountant (Sussex County)
• Ashley Stern – Best Accountant (Wicomico County)
• Gigi LeKites – Best Financial Advisor (Sussex County)
• Colton Hastings – Best Financial Advisor (Wicomico County)

and our firm being named a finalist for:
• Best Accounting Firm (Wicomico County)
• Best Financial Investment Firm (Wicomico County)

Being included alongside so many outstanding businesses in our community is truly an honor.

If you’d like to participate in the final voting, you can do so here:
https://coastalstylemag.com/best-of-2026/

Voting is open through May 31. Thank you again for your continued support—it means everything to our team.

Third party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement of the adviser by any client nor are they representative of any one client’s evaluation of the adviser. Please see the Coastal Style FAQ for more information regarding this nomination process https://coastalstylemag.com/best-of-2026-faq

05/21/2026

We’re grateful for a beautiful day and a great turnout at our beach clean-up at Savannah Beach in Lewes last weekend.

Along the way, several beachgoers stopped to thank our group—an encouraging reminder that even small efforts can make a meaningful difference in our community.

05/13/2026

⭐️⭐️⭐️⭐️⭐️ We’re incredibly grateful for kind words like these. At PKS, we strive to build lasting relationships through knowledge, responsiveness, dependability, and genuine care for the people we serve.

This review is a reflection of the trust our clients place in us and the culture we work hard to create every day — one rooted in teamwork, excellence, and a commitment to going above and beyond.

We’re extremely proud of James and the entire PKS team! 👏

05/11/2026

⚠️We’re seeing more taxpayers receive IRS Notice CP53E—sometimes even when no refund is expected. If you get one, take a breath and verify before you act. The safest approach is to go directly to IRS' website (not links/QR codes) and confirm details through official channels.

✅ Read what it means and what to do if you receive a notice: https://pkscpa.com/irs-notice-cp53e-scam-alert/

If you’re unsure, contact PKS or your tax advisor. We can help you verify the notice and determine whether any action is needed.

05/05/2026

Congratulations to our intern, Jessie Marsh, on receiving the Jenna Drewer‑Noll Legacy Scholarship.

A well‑deserved honor recognizing academic excellence and dedication—we’re proud to have you on the PKS team.

It was a meaningful visit as Billy Drewer and Zach Noll recently met with Jessie Marsh '27, a second-year recipient of the Jenna Drewer-Noll Legacy Scholarship. Established in memory of Jenna Drewer-Noll '19, MBA '21, this renewable scholarship supports Perdue School of Business students who demonstrate dedication, academic excellence, and a commitment to their future.
Jessie continues to embody those values, and it was a special opportunity for the family to see the lasting impact of Jenna’s legacy firsthand. Moments like these are a powerful reminder of how generosity can create connection, inspire students, and carry forward a story of purpose and promise.

04/29/2026

Tax season doesn’t just mark an ending—it’s also a starting point.

Use this time to:
• Review tax withholding
• Organize important documents
• Take note of recent life changes
• Start planning for the year to come

Looking back at last year’s return can help inform smarter decisions going forward and make next tax season feel more predictable.