Tax audit guidance in Lancaster, Pennsylvania
35 results found
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All-Star Tax Series, LLC
● OpenAll-Star Tax Series, LLC is a leading tax preparation and financial services institution located at 237 Lancaster Avenue in Devon, Pennsylvania. With a team of experienced professionals, we offer expert guidance and personalized solutions to help individuals and businesses navigate the complexities of tax laws and regulations. Our commitment to excellence and customer satisfaction sets us apart as a trusted partner in achieving financial success. Contact us today to learn more about our comprehensive tax services and how we can help you reach your financial goals.
237 Lancaster Ave, Devon, PA 19333, United States -
Lynx Tax Services
● ClosedLynx Tax Services, located at 506 East Lancaster Avenue in Downingtown, Pennsylvania, offers expert accounting and finance services. Led by Kathleen Beretsky, the team provides personalized tax preparation and planning services for both small businesses and individuals. With a focus on minimizing tax liabilities and maximizing returns, Lynx Tax Services ensures that clients receive proactive guidance and sound tax planning strategies. Kathleen, a member of the National Society of Accountants, has over 15 years of experience assisting clients in southeastern PA and beyond with their tax needs. Specializing in complex tax issues such as rental properties, retirement planning, and stock options, Lynx Tax Services utilizes industry-leading tax software to ensure accuracy and compliance with federal and state tax laws. The team is dedicated to staying up to date on current tax laws through ongoing research and continuing education classes. With a commitment to high professional standards and ethics, clients can trust that their data is secure with Lynx Tax Services.
506 E Lancaster Ave Suite 7, Downingtown, PA 19335, United States -
ARCHER TAX & FINANCIAL GROUP,PC
● ClosedARCHER TAX & FINANCIAL GROUP, PC is a renowned finance institution located at 512 Lancaster Avenue, Wayne, Pennsylvania, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, financial planning, and investment management. Their personalized approach and commitment to client satisfaction make them a trusted partner for individuals and businesses looking to achieve their financial goals. Whether you need help with tax compliance or wealth management, ARCHER TAX & FINANCIAL GROUP, PC is dedicated to providing expert guidance and support every step of the way.
512 Lancaster Ave, Wayne, PA 19087, United States -
ITP Taxes LLC, Income Tax Preparation
● ClosedITP Taxes LLC, Income Tax Preparation Located at The Candy Factory, 342 N Queen St, Lancaster, PA 17603, United States, ITP Taxes LLC is your trusted local partner for accounting and finance services. Established in 2000 by Dave Shiley, ITP Taxes has been dedicated to making the tax preparation process seamless and stress-free for both individuals and small business owners.
At The Candy Factory, 342 N Queen St, Lancaster, PA 17603, United States -
Jon's Tax Service
● ClosedAt Jon's Tax Service, we are the trusted partner that small business owners depend on for precise accounting services, efficient bookkeeping solutions, and strategic tax planning. We understand that as a business owner, managing finances can quickly become overwhelming, even with advanced accounting software. That's why we are here to relieve you of these critical tasks and craft a cohesive tax plan designed to maximize your revenue, allowing you to focus on your daily operations.
115 E Main St, Mount Joy, PA 17552, United States -
Advisory Services Financial
● ClosedAdvisory Services Financial, located at 2137 Embassy Drive in Lancaster, Pennsylvania, is a comprehensive financial services firm dedicated to helping clients achieve long-term financial success. Our personalized programs are designed to help you grow your wealth while also conserving it, all while providing top-notch service. Explore our flipbooks and calculators to gain insights into various financial topics and estimate answers to common financial questions. Our team is committed to providing expert advice and guidance to help you reach your financial goals. Securities and Advisory services are offered through LPL Financial, a registered investment advisor. Our Chartered Retirement Planning Counselor (CRPC) is conferred by the College for Financial Planning. Our Registered Representative is licensed to conduct securities business in multiple states, and we are also licensed to sell insurance products in several states. Check the background of our investment professional to learn more about our expertise and qualifications.
2137 Embassy Dr STE 115, Lancaster, PA 17603, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 215-11 Lancaster Avenue in Frazer, Pennsylvania, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual looking for assistance with your taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert advice and personalized solutions to help you achieve your financial goals.
215-11 Lancaster Ave Ste F-1, Frazer, PA 19355, United States -
Hyperion Financial, LLC
● ClosedHyperion Financial, LLC is a reputable finance institution located at 20 West Lancaster Avenue in Shillington, Pennsylvania, United States. Specializing in financial services, Hyperion Financial, LLC offers a wide range of solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they provide personalized advice and strategies to help clients navigate the complexities of the financial world. Whether you are looking to invest, plan for retirement, or manage your wealth, Hyperion Financial, LLC is dedicated to providing top-notch service and expertise to meet your needs.
20 W Lancaster Ave Suite 3, Shillington, PA 19607, United States -
Master's Advisors Inc
● ClosedMaster's Advisors Inc is a finance institution located at 480 New Holland Avenue in Lancaster, Pennsylvania, United States. Our team of experienced financial advisors are dedicated to helping clients navigate the complexities of personal finance and investment strategies. Whether you are looking to grow your wealth, plan for retirement, or achieve other financial goals, our advisors are here to provide expert guidance and support. With a focus on personalized service and tailored solutions, Master's Advisors Inc is committed to helping our clients achieve financial success.
480 New Holland Ave Suite 7201, Lancaster, PA 17602, United States -
Kaufman Financial Services
● ClosedKaufman Financial Services is a reputable finance institution located at 1609 Lancaster Avenue in Reading, Pennsylvania, United States. With a team of experienced financial experts, Kaufman Financial Services offers a wide range of financial services including investment planning, retirement planning, wealth management, and more. Clients can expect personalized financial solutions tailored to their individual needs and goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Kaufman Financial Services is here to help you every step of the way.
1609 Lancaster Ave, Reading, PA 19607, United States -
Good Life Companies
● ClosedGood Life Companies, located at 2395 Lancaster Pike in Reading, Pennsylvania, is a finance institution that helps advisors launch, grow, and maximize the value of their businesses. With a focus on building the practice you want, Good Life offers a complete solution to help you achieve your vision, with a wide range of services for advisors and value-adds for clients. Transitioning to Good Life has been described as the best decision by many, allowing advisors to deliver the highest level of service to every client. Since joining Good Life in 2015, independent professionals have enjoyed the support and tools necessary to provide top-notch service to their clients. As a stand-alone entity, Good Life provides real estate, infrastructure, technology, training, marketing, and support to independent professionals throughout the United States. Please note that Good Life Companies is not a broker/dealer or a Registered Investment Advisor and does not provide legal or tax advice.
2395 Lancaster Pike, Reading, PA 19607, United States -
Lifetime Financial Services
● ClosedLifetime Financial Services is a premier finance institution located at 38 East Lancaster Avenue in Shillington, Pennsylvania. Our dedicated team of financial experts is committed to providing top-notch financial services to help individuals secure their financial future. Whether you are looking for retirement planning, investment management, or insurance solutions, we are here to guide you every step of the way. Trust Lifetime Financial Services to help you achieve your financial goals and secure a lifetime of financial stability.
38 E Lancaster Ave, Shillington, PA 19607, United States -
Weidner Financial Group
● ClosedWeidner Financial Group is a leading finance institution located at 32 West Lancaster Avenue in Downingtown, Pennsylvania, United States. With a strong reputation for providing personalized financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, Weidner Financial Group is committed to providing top-notch service and guidance every step of the way. Trust us to help you navigate the complexities of the financial world and secure a prosperous future.
32 W Lancaster Ave, Downingtown, PA 19335, United States -
Northeast Advisers Inc
● OpenNortheast Advisers Inc is a leading financial institution located at 163 West Lancaster Avenue in Paoli, Pennsylvania. Specializing in providing expert financial advice and guidance, Northeast Advisers Inc offers a wide range of financial services to help clients achieve their financial goals. With a team of experienced and knowledgeable financial advisers, Northeast Advisers Inc is dedicated to providing personalized solutions tailored to each client's unique needs. Whether you are looking for investment advice, retirement planning, or wealth management services, Northeast Advisers Inc is committed to helping you navigate the complexities of the financial world with confidence. Contact Northeast Advisers Inc today to schedule a consultation and take the first step towards a secure financial future.
163 W Lancaster Ave, Paoli, PA 19301, United States -
Trent Fant - Raymond James
● OpenTrent Fant - Raymond James is a reputable finance institution located at 92 Lancaster Avenue in Devon, Pennsylvania, United States. With a focus on providing personalized financial services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, Trent Fant - Raymond James offers a wide range of services to meet your needs. Trust us to provide expert guidance and support as you navigate the complexities of the financial market.
92 Lancaster Ave Ste 205, Devon, PA 19333, United States -
A.P. Lubrano & Company, Inc.
● ClosedA.P. Lubrano & Company, Inc. is a finance institution located at 1800 East Lancaster Avenue in Paoli, Pennsylvania, United States. With a strong reputation for providing expert financial services, A.P. Lubrano & Company, Inc. offers a range of investment and wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to delivering personalized advice and guidance to ensure the success of their clients' financial portfolios. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, A.P. Lubrano & Company, Inc. is committed to helping you navigate the complexities of the financial world with confidence.
1800 E Lancaster Ave, Paoli, PA 19301, United States -
Radnor Wealth Advisors | Asset Management & Financial Planning
● ClosedRadnor Wealth Advisors is a leading institution in Wayne, Pennsylvania, specializing in asset management and financial planning services. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized investment strategies and comprehensive financial planning. Located at 515 East Lancaster Avenue, we offer a wide range of services to assist individuals and businesses in managing their wealth effectively. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Radnor Wealth Advisors is here to provide expert guidance and support. Trust us to help you navigate the complexities of the financial world and secure a prosperous future.
515 E Lancaster Ave, Wayne, PA 19087, United States -
Addis Hill
● ClosedAddis Hill, located at 200 West Lancaster Avenue in Wayne, Pennsylvania, is a finance institution that specializes in providing personalized wealth management services. Our team is dedicated to helping you consolidate your financial life and make informed decisions for you and your family. We prioritize minimizing the impact on your tax return and offer a simplified yet diversified approach to managing your investments in alignment with your overall financial plan. Our carefully planned investments are designed to secure your future and ensure tax efficiency.
200 W Lancaster Ave #203, Wayne, PA 19087, United States -
Merrill Lynch Financial Advisor W. Michael G. D'Allaird
● ClosedThe Merrill Lynch Financial Advisor W. Michael G. D'Allaird institution is located at 724 West Lancaster Avenue in Wayne, Pennsylvania, United States. The D'Allaird Group, comprised of D'Allaird, Pedraza, Devlin, and Marotta, is dedicated to providing comprehensive financial advice and services to high-net-worth and ultra-high-net-worth families. With a focus on building long-lasting relationships with clients, the team at The D'Allaird Group works closely with individuals at various stages of their financial journey, from wealth accumulation to retirement planning and legacy strategy. Clients of The D'Allaird Group come from diverse backgrounds, including business owners, entrepreneurs, corporate executives, engineers, physicians, and attorneys, among others. The team takes a personalized approach to financial planning, helping clients navigate complex decisions such as managing concentrated equity positions, planning for retirement, and transferring wealth to future generations. By coordinating with clients' CPAs and attorneys, the team ensures that tax-minimization and estate planning strategies are aligned with clients' long-term goals.
724 W Lancaster Ave, Wayne, PA 19087, United States -
Trinity Financial Partners
● ClosedTrinity Financial Partners is a reputable finance institution located at 1189 Lancaster Avenue in Berwyn, Pennsylvania. Our team of experienced professionals is dedicated to providing personalized financial services to help our clients achieve their goals. Whether you need assistance with investment planning, retirement savings, or wealth management, Trinity Financial Partners is here to help. With a focus on integrity and transparency, we strive to build long-lasting relationships with our clients based on trust and mutual success. Contact us today to learn more about how we can help you secure your financial future.
1189 Lancaster Ave STE 101, Berwyn, PA 19312, United States -
Raymond Gutowski - Raymond James
● OpenRaymond Gutowski - Raymond James is a finance institution located at 92 Lancaster Avenue in Devon, Pennsylvania, United States. As a part of the Raymond James financial services firm, they offer a wide range of financial planning and investment services to help clients achieve their financial goals. With a focus on personalized service and expertise in wealth management, Raymond Gutowski - Raymond James is dedicated to providing top-notch financial guidance and support to individuals and businesses in the Devon area.
92 Lancaster Ave Ste 205, Devon, PA 19333, United States -
Marciano Wealth Advisors
● ClosedMarciano Wealth Advisors is a premier finance institution located at 1147 Lancaster Avenue in Berwyn, Pennsylvania. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial futures. We offer personalized wealth management services, investment strategies, and financial planning to individuals, families, and businesses. At Marciano Wealth Advisors, we are committed to providing expert guidance and exceptional service to help our clients build and preserve wealth.
1147 Lancaster Ave, Berwyn, PA 19312, United States -
Kingcade Services Group
● OpenKingcade Services Group is a tax preparation institution located at 6132 Lancaster Avenue in Philadelphia, Pennsylvania. Specializing in accounting and finance, we offer services such as small business consulting, accounting, and payroll services. Our team of tax professionals and financial advisors work diligently to create a strategic plan to help you save money and pay the lowest possible taxes on your earnings and profits. We provide business support services for micro-mid size businesses, including bookkeeping and payroll services. With the ever-changing financial markets, it is important to have a team of experts who can navigate these changes and provide clear guidance on how they may impact you. At Kingcade Services Group, we prioritize financial literacy and aim to educate our clients on the rules and implications of their tax situations. By staying updated on all tax proposals and laws, we ensure that you are informed of any changes that may affect your year-end income tax return. Let us take the pain out of tax preparation and help you approach your economic future with confidence.
6132 Lancaster Ave, Philadelphia, PA 19151, United States -
Bridgers Schill Wealth Management Group
● OpenBridgers Schill Wealth Management Group is a leading financial institution located at 400 Lancaster Avenue in Devon, Pennsylvania, United States. Specializing in wealth management, our team of experts provides personalized financial planning and investment strategies tailored to each client's unique goals and objectives. With a commitment to excellence and a focus on building long-term relationships, Bridgers Schill Wealth Management Group is dedicated to helping individuals and families achieve financial success and security. Contact us today to learn more about how we can help you reach your financial goals.
400 Lancaster Ave, Devon, PA 19333, United States -
Merrill Lynch Financial Advisor Elizabeth A Lammers
● ClosedMerrill Lynch Financial Advisor Elizabeth A Lammers is a finance institution located at 724 West Lancaster Avenue, Wayne, Pennsylvania, United States. The team at Merrill Lynch is deeply experienced and passionate about advocating for financial wellness, prioritizing helping clients create a benefits experience that prepares them for retirement and their financial futures. The team includes Senior Vice President Senior Financial Advisor Thomas F. Helmig, First Vice President Senior Financial Advisor Elizabeth A. Lammers, and First Vice President Wealth Management Advisor Matthew T. Colflesh. They are committed to providing customized wealth management solutions tailored to each client's goals and priorities. With a focus on community involvement and personalized financial planning, Merrill Lynch aims to help clients achieve their financial goals and navigate the complexities of the financial markets. By understanding each client's unique situation and aspirations, Merrill Lynch Financial Advisor Elizabeth A Lammers and her team offer personalized investment strategies and comprehensive financial solutions to help clients pursue their goals.
724 W Lancaster Ave, Wayne, PA 19087, United States -
Merrill Lynch Financial Advisor Joseph J Devlin
● ClosedMerrill Lynch Financial Advisor Joseph J Devlin is part of The D'Allaird Group, located at 724 West Lancaster Avenue in Wayne, Pennsylvania, United States. The group consists of D'Allaird, Pedraza, Devlin, and Marotta, who have built strong relationships with a loyal clientele by providing personalized financial advice and guidance. Specializing in serving high-net-worth and ultra-high-net-worth families, the team helps clients navigate complex financial decisions such as managing equity positions, planning for retirement, and transferring wealth. With a focus on intergenerational planning, the group works closely with clients' CPAs and attorneys to develop tax-minimization and estate planning strategies. They also offer lending solutions and advice on Social Security and healthcare costs. The team's disciplined, planning-based approach aims to help clients achieve their financial goals while leaving a lasting legacy. Through frequent discussions and ongoing support, Merrill Lynch Financial Advisor Joseph J Devlin and The D'Allaird Group strive to provide a boutique-like experience that empowers clients to make informed decisions and secure their financial future.
724 W Lancaster Ave, Wayne, PA 19087, United States -
Merrill Lynch Financial Advisor Lisa Beatty
● ClosedLocated at 724 West Lancaster Avenue in Wayne, Pennsylvania, Merrill Lynch Financial Advisor Lisa Beatty is part of The D'Allaird Group, a team of experienced professionals dedicated to providing personalized financial advice and services to high-net-worth and ultra-high-net-worth families. The group, consisting of D'Allaird, Pedraza, Devlin, and Marotta, has built a reputation for delivering exceptional care and expertise to clients across more than 25 states. With a focus on building enduring relationships, The D'Allaird Group works closely with clients to navigate complex financial decisions, from managing equity positions to planning for retirement and transferring wealth. The team believes that the true measure of success lies in the goals clients achieve and the wealth management experience they enjoy along the way. They strive to provide a boutique-like experience, offering frequent discussions and thoughtful consideration of clients' financial goals and aspirations.
724 W Lancaster Ave, Wayne, PA 19087, United States -
Merrill Lynch Financial Advisor Oscar A Pedraza
● ClosedMerrill Lynch Financial Advisor Oscar A Pedraza, located at 724 West Lancaster Avenue in Wayne, Pennsylvania, is part of The D'Allaird Group, a team of experienced financial advisors dedicated to providing personalized and comprehensive wealth management services to high-net-worth and ultra-high-net-worth families. The team, comprised of D'Allaird, Pedraza, Devlin, and Marotta, has built long-lasting relationships with clients across more than 25 states, including business owners, entrepreneurs, corporate executives, physicians, attorneys, and multiple generations of their families. The D'Allaird Group takes a planning-based approach to help clients achieve their financial goals and navigate complex financial decisions, such as managing concentrated equity positions, retirement planning, wealth transfer, tax minimization, and estate planning. The team works closely with clients' CPAs and attorneys to develop customized strategies that align with their unique needs and objectives.
724 W Lancaster Ave, Wayne, PA 19087, United States -
GMS Surgent
● ClosedGMS Surgent is a reputable accounting and finance institution located at 237 West Lancaster Avenue in Devon, Pennsylvania, United States. With a team of experienced professionals, GMS Surgent offers a wide range of services including tax preparation, financial consulting, and auditing. Clients can trust GMS Surgent to provide expert guidance and support in navigating the complexities of accounting and finance.
237 W Lancaster Ave, Devon, PA 19333, United States -
Berg Advisors
● ClosedBerg Advisors, located at 789 East Lancaster Avenue in Villanova, Pennsylvania, is a leading institution specializing in accounting and finance services. Our online apps provide convenient access to all the tools you need to conduct business with us. Our goal is to provide businesses with relief from daily accounting tasks and offer 24/7 access to financial data. We offer personalized tax guidance, audit support, and strategic advice tailored to each client's unique circumstances. Our services are designed to enhance profitability and financial success for businesses of all sizes. We specialize in providing accounting support to multi-channel businesses and online entrepreneurs. Our team of advisors is committed to continuous learning and education to provide clients with the most up-to-date accounting and advisory services. We believe in the power of technology to positively impact small businesses and offer guidance on managing business debt, balancing technology with personalized approaches, and surviving supply chain disruptions. Additionally, we provide tips on curating a holiday feast that caters to all dietary preferences and restrictions. At Berg Advisors, we focus on the wellness of your business, body, and mind, so you can focus on what you do best.
789 E Lancaster Ave #250, Villanova, PA 19085, United States
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