We offer the following services, (offered separately a la carte), to residents of the Greater Philadelphia Region, Delaware Valley, Tri-State Area.   (Go to our Contact Us page.)

Tax Services

(CPA since 1978) ▪ Enrolled Agent (since 1996) ▪ Bachelor of Business Administration, Temple University (BBA 1974) ▪ Central High, Philadelphia (BA 1969)

 

  • Tax Minimization
  • Less tax: More fun: Measured results
  • Pay as little as possible and stay out of trouble.
  • Licensed to practice before the Internal Revenue Service
  • Helping you gain control of your business and/or personal financial health
  • ESTIMATE THE COST TO GET YOUR TAXES DONE.

Financial Planning

Certified Financial Planner® (CFP® since 1996) Registered Investment Adviser (RIA – Penna.) (since 2003) Financial Adviser (since 1985)

 

  • Engage Us to Professionally Manage Your Investment Portfolio.
  • As a Fiduciary, we Are Legally Obligated to Place Your Interests Before Any Other Party, Including Our Own.
  • Mitigate taxation on your IRA’s || 401(k)’s || Rollovers.
  • Securities offered through Dedicated Investment Advisers LLC
  • Estate and Legacy Planning

    …partnering with attorneys to provide the option of having your estate planning documents delivered through an online platform 

  • “Advisor” can be spelled 2 ways. The U.S. Congress chose “Adviser” in 1940.

Insurance Advice

Independent Insurance Advisor
(since 1996)

 

  • Annuities, Life and Long Term Care Insurance Combo Plans, Home Health Care, Prepaid Home Health Care
  • 7 in 10 people, age 65 and older, will need Long Term Care Insurance to Protect their Assets.
  • Insurance offered through Dedicated Insurance Advisers LLC
  • Make us #1 on your business, personal or retirement checklist.

Hours:
Monday 9:00am – 5:30pm
Tuesday 9:00am – 5:30pm
Wednesday 9:00am – 5:30pm
Thursday 9:00am – 5:30pm
Friday 9:00am – 5:30pm
Saturday 9:00am – 5:30pm
Sunday – closed

Contact Information:
Steve Clott, CPA EA CFP®
2024 W Darby Rd
Havertown, PA 19083

(610) 446-0440

Notice:
No new 1040 clients will be accepted between May and December, as we continue to service existing and new investment and advisory clients, and existing and new long-term care insurance and life insurance clients.

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WE ARE NOT TAKING ON ANY NEW 2021 TAX RETURNS AT THIS TIME, AS WE WORK THROUGH OUR BACKLOG OF CURRENT CLIENTS' EXTENDED 2021 RETURNS.