Steve Clott, CPA EA CFP®

Tax preparation is not our only specialty!  We are also Certified Financial Planners.  We have been offering affordable tax preparation and financial services to residents of the Greater Philadelphia Region, Delaware Valley Tri-State Area (and beyond), since 1974 and 1985 respectively.  Our goal is to help you maximize your return!

Tax Services

Our goal is to maximize your return.  Can we save you money? Let us try.


View our standard fees, and also our special offer for new clients.

Protection Plus

We have partnered with Protection Plus to provide our clients with assistance.

Steve is a thorough honest CPA that I have been coming to for 30 years. My complete level of trust for him is a great relief to know he is looking after my affairs.

Pat O'Sullivan

Are You Ready?

The IRS will begin processing 2017 returns January 29, 2018!

NEW CLIENTS should make an appointment before April.

What to Bring

New clients are always a face-to-face meeting, even if it’s just to drop-off your stuff at the front desk.

Need an extension

Come in and see us & we’ll get that sorted out for you.
General Advice Warning
The information provided on this website is general in nature only, and does not constitute personal financial or tax advice. It may not apply to your particular circumstances, and it should not be relied upon. Consultation with a personal or financial tax advisor is recommended before acting upon this info. The information has been prepared without taking into account your personal objectives, financial situation or needs. Before acting on any information on this website you should consider the appropriateness of the information having regard to your objectives, financial situation and needs. Steve Clott can help you with this.

All statements made on this website are made in good faith and we believe they are accurate and reliable. Steve Clott, or his employees or representatives do not give any warranty as to the accuracy, reliability or completeness of information that is contained in this website, except in so far as any liability under statute cannot be excluded. Steve Clott, his employees and/or representatives do not accept any liability for any error or omission on this website or for any resulting loss or damage suffered by the recipient or any other person. Unless otherwise specified, copyright of information provided on this website is owned by Steve Clott. You may not alter or modify this information in any way, including the removal of this copyright notice.

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