I am very pleased with Strategic Tax & Advisory Services. It is conveniently located about 10 minutes from my home in Brookhaven, PA. Jarrod is knowledgeable, quick and personable. I highly recommend him to anyone who is looking for a reputable tax professional. Five Stars! Incredible experience working with Jarrod. It's hard to find a great accountant and financial advisor all in one especially when already trying to grow a small business. I'm glad I found Jarrod and I hope others see this so they can also benefit from all his services which will ultimately end the wasteful time spent finding a trusted guy year after year. Jarrod is extremely knowledgeable and very responsive year long when I need to call him for consult/advise not just during tax season. Thanks Jarrod!!! I drove out to see Jarrod this afternoon, I'm from Prospect Park, PA but the drive was worth it! Highly recommend using Jarrod! took about 30 minutes to file my taxes and was super helpful! Jarrod is amazing. He has been my trusted advisor for my personal taxes for a couple years now and will be going forward. He has helped me resolve some serious tax exposure issues and made what used to be a stress filled tax filing process predictable. Never had to wait for a response or answers to questions. Trustworthy.You won't regret the help, guidance, and knowledge. Jarrod is an amazing account he not only provided excellent service he went through my old returns and showed me mistakes my previous accountant made that could’ve become a real problem for me. He also went above and beyond helping me with county tax and general questions long after I filed my return. Highly recommended! 5 Stars!! Jarrod prepared our 2018 return flawlessly and we look forward to his excellent attention to detail this year! Not only that...Jarrod helped us develop a strategic plan for the future with regards to saving for college and retirement! Jarrod is thorough, helpful and is a wealth of knowledge. He has helped me immensely in many different areas of tax and wealth planning. I highly recommend him. Strategic Tax and Advisory Services is the best place to get your taxes done and any financial advice. Strategic Tax Advisory Services take the time goes over your finances and helps you with any questions ! Definatley 5 stars treatment!,, Jarrod is not only thorough, he is patient and calm. His staff is very courteous and professional. He sends informative and witty emails throughout the year, keeping me on track, organized and, let's be honest, entertained.His attention to detail and obvious concern about his clients are blessings to us! Jarrod has been very helpful over the last few years and saved us money each year. We have gone through inheritance issues and unemployment and moves and he has made it easy on us while saving us money. I've been going to Jarrod for several years and will continue to go back. He's smart, efficient, friendly and quick with a great price. He knows his stuff!! What else could you want. Jarrod is fantastic! Professional, knowledgeable and timely. He really knows how to put you at ease and explain the what and why of your financials. We have been going to him for years and he is as trustworthy as they come! Great experience. Jarrod was both professional and approachable. He listened to what I had to say and took the time to explain some fairly (for me at least) complex tax issues. I definitely recommend him and he will be our go to guy from here on out. Thanks! Jarrod is very knowledgeable and responsive to his clients. I have never had to wait for appointments or communication. He works for a client's individual situations and needs, in their best interest. This is important stuff and I highly recommend Jarrod. You won't be disappointed. Service was AMAZING, time efficient and at a great price. I am from Springfield PA and was very happy with their tax service and financial planning. My husband and I are senior citizens and need a lot of help with our taxes. We are so thankful to have Mr. Barton as our "tax man" for several years, now. He couldn't be more professional, and we really appreciate all his great assistance. Facing a time crunch, I needed help to pay estimated taxes as my circumstances seemed to be a bit more complicated than expected. Jarrod got me in the day that I called and took care of it quickly and at a fair price. I will have him do my taxes. Also, after talking with him a bit about his financial planning service and seeing what he had to offer, I will meet with him for this, too! While H&R Block charged me $400 one year to mess up my taxes and leave me with no money left from my tax refund, Jarrod from Senior Tax & Advisory Services charged me a fraction of that amount to do my taxes correctly in half the time and got me a HUGE refund two years in a row!No tricks, no hidden fees, no extra charges because of a few extra pieces of paperwork. Jarrod is honest, smart, experienced, and patient. I’ll never go anywhere else. Jarrod is very knowledgeable and thorough and what he charges for his services is very reasonable. We've worked with him for two years now and will continue going back. Went to senior tax advisory services with taxes that were already prepared from an accountant I’d been using for years. Wasn’t happy with my return and found this office from a recommendation from a co worker. Best thing I ever did! He found me an additional deduction. I have now referred many of my family and friends here and will continue to do so! Jarrod is very thorough and helpful with tax advice. I would highly recommend him. This is my first time I did my taxes to Jarrod at Senior tax and Advisory services. He really knew the stuff; quick; professional; hassle free. Highly recommended! I will be sticking with this company in the future. We really happy with the service they provided. Thank you Jarrod. very professional, done right the first time and cost was very reasonable What a great experience with my taxes. Quick, easy, & Jarrod knows his stuff! I would highly recommend!! Fast, personable and diligent service. Free to veterans It was my first time doing my taxes on my own as a young professional. Jarrod is thorough, knowledgeable, and very helpful. Great experience from beginning to end. Highly recommend! Very helpful & knowledgeable - easy to work with. I couldn't imagine a better experience when it comes to taxes! Knowledgeable, Professional, and efficient turn around time.
RETIREMENT PLANNING IN MEDIA PENNSYLVANIA
Everyone can agree retirement planning is important. If you are looking to have a plan for yourself or for your employees, we are here to help. Every situation is different and we want to help you customize a plan that is right for you or your employees. Selecting a retirement plan can be difficult; we are here to walk you through the options and details of everything that can be involved in the plan along with all the legalities of each type of plan.
A core group of employees are the lifeblood of small businesses. Without them, daily operations and long term progress would suffer. Helping your employees plan for their financial future is a valuable way that you as a business owner can show appreciation and take care of your workers.
Retirement plans for small business owners can be tailored to your specific business size and vision for your workers. If you are a sole proprietor, there are plans that are perfectly suited to your retirement goals.
At Strategic Tax we offer a range of retirement planning solutions to maximize your investment options and balance your tax responsibilities.
We are prepared, along with our group of experts, to assist you with retirement plans:
401(k). We can assist you in setting up 401(k)s for yourself and your employees.
Qualified Retirements Plans. We can also assist you in evaluating other retirement investment options such as IRAs, SEP’s, Simple IRA and Profit Sharing to connect with the right option for you and/or your organization.
Employee Benefit Plans. We can help you set up medical, dental and other benefits for your workers.
Insurance and Asset Protection. Offer insurance benefits to your employees.
Succession Planning. Succession planning designates employees who will be ready to fill openings left by members of your workforce who retire or are promoted.
Estate and Trust Planning. We offer more elaborate retirement planning if you require it.
If you’re a small business owner or sole proprietor, it can be all too easy to get caught up in your day-to-day responsibilities and put retirement planning on the back burner. However, making some important steps now can ensure a secure future for yourself and your staff.
No matter what your specific situation or needs, you can count on the professionals at Palm Beach Tax Group to assist you in creating the perfect customized plan to meet your long term financial goals.
We want to help you maximize your wealth and minimize your taxes!
CALL 610-285-9883 OR CONTACT US TO START YOUR PLAN TODAY!
GET IN TOUCH WITH US