Steve Clott, CPA EA CFP®
We offer the following services, (offered separately a la carte), to residents of the Greater Philadelphia Region, Delaware Valley, Tri-State Area (and beyond):
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
- Save time, money and headaches with:
Tax preparation
Audit assistance
Identity theft restoration - ESTIMATE THE COST TO GET YOUR TAXES DONE.
Portfolio Management
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
- 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 (during tax season)
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.
