TOP 30 Legal tax strategies in Philadelphia, Pennsylvania

The Minority Tax Pro's Association is a professional institution located at 5928 Chestnut Street in Philadelphia, Pennsylvania, United States. Specializing in accounting, finance, and legal services, our team of experts is dedicated to providing top-notch assistance to individuals and businesses from diverse backgrounds. With a focus on serving minority communities, we offer personalized tax solutions, financial advice, and legal representation to help our clients navigate complex financial matters with confidence and ease. Trust the Minority Tax Pro's Association to handle all your accounting, finance, and legal needs with expertise and care.

Strategic Tax Resolution is a professional institution located at 1 International Plaza Drive in Philadelphia, Pennsylvania, United States. Specializing in accounting, finance, and legal services, our team of experts is dedicated to helping individuals and businesses navigate complex tax issues and find strategic solutions. Whether you are facing a tax audit, dealing with IRS penalties, or need assistance with tax planning, our experienced professionals are here to provide personalized guidance and support. Trust Strategic Tax Resolution to help you achieve your financial goals and resolve your tax challenges effectively.

Oath - Philadelphia Estate Planning & Investment Attorneys is a prestigious law firm located in Fort Washington, Pennsylvania. Our team of experienced lawyers specialize in estate planning and investment law, providing expert guidance and legal services to clients in the Philadelphia area. With a commitment to upholding the highest ethical standards, we work diligently to protect our clients' assets and ensure their financial future is secure. Whether you need assistance with creating a will, setting up a trust, or navigating complex investment laws, our attorneys are here to help. Visit us at 500 West Office Center Drive to learn more about how we can assist you with your estate planning and investment needs.

Small Business Accountant Philadelphia is a trusted institution located at 1000 South Broad Street in Philadelphia, Pennsylvania, United States. As your small business accountant in Philadelphia, we are dedicated to helping you save $100K to $1M in taxes and grow your profits. Our team, led by President Ryan Niedoba, has been serving the Philadelphia area for over 30 years, providing expert accounting and financial services to small and mid-size businesses across various neighborhoods in the city. Our focus is on maximizing tax minimization opportunities, identifying missed deductions, and advising on strategies to increase profitability. We use innovative tools like the exclusive "Game Plan" software to analyze financial data and optimize revenue growth while minimizing risks. We treat your business as our own, ensuring that every legal tax-saving opportunity is utilized to benefit your bottom line.

Attorney Kevin F. Sweeney, located in Conshohocken, Pennsylvania, is a highly acclaimed tax attorney specializing in tax controversy, tax litigation, and IRS audit defense. With a prestigious background that includes receiving the Tax Division Outstanding Attorney Award from the U.S. Department of Justice and being listed in The Legal 500 U.S. for his expertise in tax controversy, Kevin Sweeney is a top choice for individuals and businesses facing complex tax matters. Kevin's experience as a former federal prosecutor allows him to effectively defend clients in both civil and criminal tax cases, including high-stakes IRS audits, white-collar criminal defense, and whistleblower matters. He has a proven track record of successfully navigating clients through challenging situations and delivering compelling arguments that resonate with judges, juries, prosecutors, and tax authorities.

Legacy Tax & Resolution Services is a reputable institution located in the heart of Philadelphia, Pennsylvania. Specializing in accounting, finance, and legal services, they offer expert advice and support for individuals and businesses facing tax and financial challenges. With a team of experienced professionals, Legacy Tax & Resolution Services is dedicated to providing top-notch assistance to clients in need of tax resolution, financial planning, and legal representation. Whether you are dealing with IRS audits, tax debt, or other financial issues, this local government office is here to help you navigate the complexities of the tax system and achieve a favorable outcome. Visit Legacy Tax & Resolution Services at 1700 Market Street for reliable and trustworthy assistance with all your tax and financial needs.

WatchGuard Tax Services powered by Mayfair Tax, Inc. is a trusted institution located at 1700 Market Street in Philadelphia, Pennsylvania. Specializing in accounting, finance, and legal services, WatchGuard Tax Services is led by Jim Shuba, a seasoned professional with over 20 years of experience in resolving tax issues, including complex cases. Jim is a proud member of the National Association of Tax Professionals and is dedicated to providing personalized and efficient solutions for his clients. By appointment only, WatchGuard Tax Services offers consultations at their office on Market Street, where clients can receive expert advice and guidance on their tax matters. With a focus on cost-effective solutions, WatchGuard Tax Services aims to help individuals navigate the complexities of tax law without the need for expensive legal fees. To get started with WatchGuard Tax Services, simply fill out the information below and schedule a meeting with Jim Shuba today.

D'Intino Law Firm LLC is a reputable legal institution located at 200 South Broad Street in Philadelphia, Pennsylvania. Specializing in various areas of law, the firm is dedicated to providing high-quality legal services to clients in need of expert representation. With a team of experienced lawyers, D'Intino Law Firm LLC is committed to achieving the best possible outcomes for their clients. Whether you are facing a personal injury case, need assistance with estate planning, or require legal advice for a business matter, you can rely on D'Intino Law Firm LLC to provide professional and reliable legal services.

Tri County Financial & Notary is a one-stop destination for all your car repair, finance, and insurance needs. Conveniently located at 370 Old Philadelphia Pike in Douglassville, Pennsylvania, our experienced team is dedicated to providing top-notch services to our customers. Whether you need help with financing a new vehicle, getting your car repaired, or finding the right insurance coverage, we have you covered. Trust Tri County Financial & Notary to take care of all your automotive needs with professionalism and efficiency.

Catlos Larry A CLU ChFC CFP MSFS is a prestigious finance and lawyer institution located at 674 Philadelphia Street in Indiana, Pennsylvania, United States. With a team of highly qualified professionals, including Certified Life Underwriters (CLU), Chartered Financial Consultants (ChFC), Certified Financial Planners (CFP), and Masters of Science in Financial Services (MSFS), they offer expert financial planning and legal services to their clients. Whether you are looking for retirement planning, estate planning, or investment advice, Catlos Larry A CLU ChFC CFP MSFS is dedicated to helping you achieve your financial goals with personalized and comprehensive strategies.

E. Kenneth Nyce Law Office, LLC is a reputable institution specializing in accounting, finance, and legal services. Located at 105 East Philadelphia Avenue in Boyertown, Pennsylvania, United States, the office is known for its expertise in handling a wide range of legal matters. With a dedicated team of professionals, clients can expect personalized attention and strategic solutions to their financial and legal needs. Whether you are seeking advice on tax planning, estate planning, business transactions, or litigation, E. Kenneth Nyce Law Office, LLC is committed to providing top-notch service and guidance.

Andrew B. Peltzman Law Offices, located at 716 North Bethlehem Pike in Spring House, Pennsylvania, serves clients in Philadelphia, Montgomery, Bucks, Delaware, and Chester counties. Specializing in Estate Planning, Trusts, Medicaid Eligibility, Guardianships, Estate Administration, Elder Law, Long-Term Care Planning, and more, the firm offers a wide range of legal services. From Wills and Estate Planning to Entity Formation and Business Succession Planning, the experienced team at Peltzman Law provides professional, knowledgeable, and responsive representation. Whether you need assistance with Probate Matters, Trust Administration, Tax Planning, or Long-Term Care Facility Contracts, the attorneys at Andrew B. Peltzman Law Offices are dedicated to helping you achieve your legal goals. With evening appointments available, the firm strives to provide compassionate and expert service to all clients.

Jerry Martillotti & Associates is a renowned law firm located at 4221 Ridge Avenue in Philadelphia, Pennsylvania. Specializing in a wide range of legal services, the team at Jerry Martillotti & Associates is dedicated to providing top-notch representation and guidance to their clients. With a focus on personalized attention and strategic legal solutions, this firm is committed to achieving the best possible outcomes for those they serve. Whether you are in need of assistance with a personal injury case, family law matter, or any other legal issue, Jerry Martillotti & Associates is here to help. Trust in their expertise and experience to navigate the complexities of the legal system and advocate for your rights.

The Law Offices of M.J. Snyder, LLC is a reputable law firm located at 1500 Walnut Street in Philadelphia, Pennsylvania. Specializing in various areas of law, our team of experienced lawyers provides top-notch legal services to clients in need of professional representation. With a commitment to excellence and a dedication to achieving favorable outcomes for our clients, we strive to uphold the highest standards of integrity and professionalism in all of our legal services. Trust the Law Offices of M.J. Snyder, LLC for expert legal advice and representation in Philadelphia and beyond.

The Law Offices of Linda A. Kerns, LLC is a reputable law firm located at 1420 Locust Street in Philadelphia, Pennsylvania. Specializing in various areas of law, including civil litigation, criminal defense, and family law, attorney Linda A. Kerns and her team are dedicated to providing expert legal representation to clients in need. With a track record of success and a commitment to personalized service, the firm is known for its professionalism, integrity, and dedication to achieving positive outcomes for their clients. If you are in need of legal assistance, the Law Offices of Linda A. Kerns, LLC is here to help.

Dellavella & Associates Law Offices is a reputable legal firm located at 3200 Magee Avenue in Philadelphia, Pennsylvania. With a team of experienced attorneys specializing in various areas of law, including personal injury, criminal defense, family law, and business litigation, we provide top-notch legal representation and guidance to our clients. Our commitment to excellence, integrity, and personalized service sets us apart from other law firms in the area. Contact us today for a consultation and let us help you with your legal needs.

Nikolaou Law Offices, located at 166 Allendale Road in King of Prussia, Pennsylvania, offers estate planning and legal services to clients in the Greater Philadelphia area. With a focus on aggressive representation for all legal needs, the firm handles a variety of areas including personal injury law, contract law, elder law, employment law, victims' rights, and arbitration & mediation. The experienced team at Nikolaou Law Offices can assist with wills, living wills, power of attorney, and auto accidents. Additionally, they offer special services for Veterans, Active Military, Police, Fire, and EMS personnel. For more information or to schedule an appointment, contact Mr. Nikolaou at info@nikolaoulawoffices.com. Website designed and developed by AG Marketing Solutions.

Cozen O'Connor is a prestigious law firm located at 1650 Market Street in Philadelphia, Pennsylvania. With a reputation for excellence in legal services, the firm offers a wide range of expertise in various practice areas including litigation, corporate law, real estate, and more. Their team of experienced attorneys are dedicated to providing top-notch legal representation and strategic counsel to clients in the United States and beyond. Whether you are seeking legal advice for a complex business matter or require assistance with a personal injury case, Cozen O'Connor is committed to delivering results and achieving success for their clients.

Cheshire Law Group is a nonprofit law firm located at 5275 Germantown Avenue in Philadelphia, Pennsylvania. Our dedicated team of attorneys specializes in providing legal services for nonprofit organizations, ensuring they navigate complex legal issues with ease. From formation to compliance and everything in between, we are here to support nonprofits in fulfilling their missions and making a positive impact in their communities. Contact us today to learn more about how we can assist your organization.

Jensen Bagnato, P.C. is a reputable institution located at 1500 Walnut Street in Philadelphia, Pennsylvania, United States. Specializing in accounting, finance, and legal services, the firm offers expert advice and guidance to individuals and businesses alike. With a team of experienced professionals, Jensen Bagnato, P.C. is dedicated to providing top-notch services tailored to meet the specific needs of each client. Whether you require assistance with tax planning, financial consulting, or legal representation, you can trust Jensen Bagnato, P.C. to deliver exceptional results.

Pham & Associates is a reputable finance and law firm located at 698 Adams Avenue in Philadelphia, Pennsylvania, United States. With a team of experienced lawyers and financial experts, we provide top-notch legal and financial services to our clients. Whether you need assistance with financial planning, estate planning, business transactions, or legal representation, our dedicated team is here to help. Trust Pham & Associates for all your finance and legal needs.

Rebecca Wise - Thrivent is a financial institution located at 11 East Philadelphia Avenue in Boyertown, Pennsylvania, United States. With a strong capital position in the industry, our mission sets us apart. We believe that money is a tool, not a goal, and strive to provide comprehensive financial guidance that reflects your goals and values. Whether you need help with retirement planning or protecting your loved ones, we can work together to develop a financial strategy that makes your money work for you. Appointments are available in Boyertown, Easton, Lansdale, and virtually through Zoom. Licensing information can be found on your State Insurance Department's website. Please note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice.

Les Eisel - Thrivent is a finance institution located at 18 Campus Boulevard in Newtown Square, Pennsylvania, United States. Serving the Greater Philadelphia community, this institution is dedicated to changing the face of financial services in the area. As a Market Director, Les Eisel coaches and develops new financial professionals, helping them succeed in their practice and make a positive impact on their clients and communities. Licensing is available in multiple states, including CO, DE, FL, MD, ME, NC, NH, NJ, NY, OK, PA, SC, TN, and VA. Thrivent does not provide legal, accounting, or tax advice, but offers advice and guidance through its Financial Planning Framework. Insurance products are issued by Thrivent, while securities and investment advisory services are offered through Thrivent Investment Management Inc. Visit the website for more information on professional designations and services provided.

Bank of America Private Client Advisor William J. Meagher, located at 1600 John F Kennedy Boulevard in Philadelphia, Pennsylvania, is a finance institution that offers personalized wealth management services. The team of experienced individuals is dedicated to building strong client relationships based on trust and personal experience. They take the time to understand each client's needs and goals before creating tailored strategies to meet their financial objectives. With a history of over 200 years, Bank of America Private Bank helps clients manage significant wealth by providing personalized solutions and access to resources from Bank of America. The institution values innovation and strives to help clients navigate evolving markets and financial landscapes. Please note that by visiting the website, you may be directed to FINRA’S BrokerCheck and are subject to separate terms and privacy policies. It is important to consult legal and tax advisors before making financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity with all products or services offered.

Merrill Lynch Private Wealth Advisor Peter A Rohr, located in Philadelphia, Pennsylvania, offers personalized financial services supported by industry-leading research and expert analysis. With a focus on multilingual and limited wealthy clients, we provide customized attention for all aspects of your financial life, now and for future generations. Our team is trained to meet specialized needs with trust-based relationships and personalized service. We offer insights, observations, and strategies to help you achieve your financial goals, with access to services typically reserved for large institutions. With over $5.4 billion in client assets overseen, we prioritize tax minimization, fees, and risk management for ultra-affluent individuals and families. Our philosophy centers on collaboration and building lasting relationships to simplify your financial life. Trust, fiduciary, and investment management services are provided by Bank of America, N.A., and Merrill does not provide legal, tax, or accounting advice. Your dedicated Merrill Private Wealth Management team is committed to helping you pursue what's most important to you, now and for future generations.

Lincoln Investment Planning, located in Philadelphia, Pennsylvania, is a finance institution that empowers advisors to offer quality investment, insurance, and retirement products to help clients achieve their long-term financial goals. With a long-standing clearing arrangement with BNY Mellon’s Pershing, we provide a single custodial platform and utilize Pershing X’s Wove wealth management platform for technology solutions. Educators and non-profit employees can benefit from our expertise in 403(b) plans, helping them turn savers into investors for financial well-being. Our advisors create tailored strategies based on individual needs, comfort levels, and goals. With over 4,000 employers trusting our products and services, we offer flexibility and freedom of choice for conducting business. Contact us at Lincoln Investment 601 Office Center Drive, Suite 300 Fort Washington, PA 19034 for more information. Advisory services are offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers, with securities offered through Lincoln Investment Broker-Dealer, Member FINRA/SIPC. Please note that tax, legal, or Social Security claiming advice is not offered through or supervised by Lincoln Investment or Capital Analysts.

Brian Berlin - TD Wealth Financial Advisor is a finance institution located at 2231 Cottman Avenue, Philadelphia, Pennsylvania, United States. As a part of TD Wealth®, a business of TD Bank N.A., the institution offers a wide range of banking, lending, investment, and trust services to its clients. Securities and investment advisory services are available through TD Private Client Wealth LLC, a registered investment adviser and broker-dealer. Additionally, Epoch Investment Partners, Inc. provides investment management services to TD Wealth clients. TD Investment Services (US) is an offering of TD Private Client Wealth, LLC, providing access to non-bank products and services. TD Automated Investing and TD Automated Investing Plus are digital platform offerings, while High Net Worth and TD Investment Services (US) are managed account offerings. TD Wealth Management Services Inc., an insurance agency, offers insurance products to clients. Please read the Legal Disclaimers for more information.

Bank of America Private Client Advisor Margaret Goldfarb, located at 300 Conshohocken State Road in Conshohocken, Pennsylvania, is a premier financial institution offering personalized wealth management services. With over 40 years of experience in the industry, Margaret leads a team of advisors dedicated to serving the needs of high-net-worth and ultra-high-net-worth individuals in the Philadelphia area. Margaret and her team provide a comprehensive range of financial services, including day-to-day banking, investment management, credit solutions, retirement planning, trust and estate planning, and wealth transfer strategies. With a focus on building strong client relationships based on trust and personal experience, Margaret strives to deliver a professional and high-end client experience.

Located at 1801 Market Street in Philadelphia, Pennsylvania, BDO is a leading accounting and finance institution that offers valuable insights and services to businesses looking to grow and gain a competitive advantage. With a focus on emerging trends, regulatory updates, and the latest in legal tech, BDO helps businesses energize their strategies with valuable data and navigate risks and opportunities in today's marketplace. The Philadelphia office of BDO serves clients in the Delaware Valley region, providing a comprehensive array of assurance, tax, and business advisory services. With a deep understanding of key industries such as manufacturing, distribution, finance, and life sciences, BDO helps businesses build resilience, uncover opportunities, and adapt to a constantly changing environment.

Steven J. Fromm & Associates, P.C. is a prestigious institution located at 1420 Walnut Street in Philadelphia, Pennsylvania, United States. Specializing in accounting, finance, and legal services, the firm offers expertise in estate planning, tax, probate, estate administration, and small business law. Lead by Steven J. Fromm, clients benefit from his extensive experience and knowledge in estate planning, ensuring that each client's unique family goals and needs are carefully considered. From developing tailored estate plans to implementing legal documents such as wills, trusts, and powers of attorney, Mr. Fromm's attention to detail is unmatched.