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.
Holli Houdek
Holli H.
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.
Christine Graf
Christine G.
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!
John Thomas
John T.
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.
A Mc
A M.
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.
Emily Klinicki
Emily K.
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!
Sherry Sforza
Sherry S.
Jarrod is very thorough and helpful with tax advice. I would highly recommend him.
Pat Whoriskey
Pat W.
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.
Nurhafni Yengel
Nurhafni Y.
very professional, done right the first time and cost was very reasonable
Mike Brown
Mike B.
What a great experience with my taxes. Quick, easy, & Jarrod knows his stuff! I would highly recommend!!
Kim Cahill
Kim C.
Fast, personable and diligent service. Free to veterans
Rich Veit
Rich V.
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!
Kenzie Musser
Kenzie M.
Very helpful & knowledgeable - easy to work with.
John Kreyenhagen
John K.
I couldn't imagine a better experience when it comes to taxes! Knowledgeable, Professional, and efficient turn around time.
Bill Lennon
Bill L.

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 Stra​tegic 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