Jarrod is very knowledgeable and thorough. I used an online tax service for many years which was less expensive, but time-consuming and aggravating. Using Jarrod is well worth the money. Highly recommend. Exceptional service, pricing and very honest. I used to waste time, effort and $$$ with the "X&X Square" tax people until I discovered Jarrod. He's been preparing my taxes (error-free) for more than ten (10) years and I highly recommend him. Have used this company for my taxes for years so when I moved out of state I was concerned. Easy Peasy! I send all the info to Jarrod and he gets it done in a timely and efficient manner. Most importantly, I totally trust him. Jarrod has processed our taxes for the past two years. He is efficient, thorough, and expedient. Jarrod keeps me informed throughout the year about changes to the tax structure, and recommends changes if applicable. very professional but also helpful and friendly Consistant exceptional service, integrity and honesty. I have had my taxes prepared by Jarrod for many years. I higly recommend this company. Jarod always does a great job. Excellent experience! Thank you very much for making this process so seamless and efficient! Jarrod is very thorough and is always up on the latest tax laws, Makes doing the taxes and appointments very accomadating. I had spent time with Jarrod a few years ago to go over my retirement strategy and finances. He was so very helpful and patient with me. I learned so much! I would absolutely use his services again in the future and have recommended him to a few people,And I do appreciate his emails.Thank You! We feel our tax returns are in good hands with Jarrod. He is a competent professional. I just started my business near by and it was nice to have a tax service near me. Jerrod made things quick, easy and simplified. It's nice to have an accountant near me I can trust. Thanks again! Great guy! Did his best to help me out. Will be sending many people your way! Working with Jarrod as an accountant was a great experience I would recommend him to my friends. He’s great at explaining tax law and he’s easy to talk to. 👍 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! 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!,,
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