Best Accountants in Lower Merion, PA

“The ability to upload all of my documents to a secure site and complete all of the work sent to me in the workbook was been one of the easiest processes for compiling my tax information.”

“The first year they did my return he offered to go re-examine my prior years (which I had done using an on-line tool) and got me larger rebates, because I had not taken advantage of the credits I was eligible because my wife was in school.”

“In addition to providing detailed expertise regarding my tax profile, I received a detailed analysis of my profile and strategies to keep me on the right track.”

“I took a class on tax panning and strategies class with Brandi at a Beauty industry conference and I absolutely left the class feeling more confident and knowledgeable about my finances!”

“My General contracting company has been affiliated with CK2 financial for the last year, the owner of CK2 has undoubtedly proven himself and his staff to be not only assisting, But uplifting to my Spirits as a Owner.”

“From the very beginning, Elaine and her staff have always demonstrated professionalism, are very knowledgeable in the world of taxes and use that knowledge to assist you in any way they can.”

“Navigation within the portal is smooth and intuitive and provides a very helpful template to ensure that my suite of tax documents is complete, well-organized, and filed timely.”

“Sal manages to thoroughly and skillfully tackle each of my tax / general accounting concerns one by one, rarely requiring any additional follow-through on my end.”

“Mike and his entire team is supportive, incredibly helpful, and approachable—which I think is a trait that is often overlooked when searching for an accountant.”

“They have also been helpful with figuring out taxes for the city of Philadelphia, and working with our documents across PA and NJ, which our previous accountant had made an error with.”

“As a new business owner there's a lot that I don't know about business taxes, and Allie has been invaluable in making sure that I'm keeping track of everything correctly not only when tax season rolls around, but through out the year as I have questi...”

“Shaun and his team are always timely, respectful, friendly and, although my business is small, treat me as though I'm as important as any larger client.”

“Highly Professional With Full knowledge of the latest Rules and Laws”