Best Tax Preparation Services near Lower Merion, PA

There are no companies listed in Lower Merion itself yet; the 15 below are the closest options, from towns including Philadelphia (10, 8 mi), Ardmore (1, 2 mi) and Bala Cynwyd (1, 4 mi).

5 open weekends · 13 rated 4.5+ · 1 shows a license

Data verified October 26, 2026

Parker Financial Services

Parker Financial Services

4.9 45 reviews
“Parker actually made it happen I had my Llc set up within 30 min what a great company and excellent customer service this is my guy for everything tax related in pa from now on thx again guys”
Free consultationSince 2014FinancingPrices online
Philadelphia, PA · 8 mi from Lower Merion
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A & M Berk Tax Service

A & M Berk Tax Service

4.6 31 reviews
“No matter where i live this will only be the place i go to for my tax preparation.”
Virtual consultations60+ yearsBBB A+
Philadelphia, PA · 8 mi from Lower Merion
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Spina & Company

Spina & Company

4.0 25 reviews
“I've always loved work with Spina and Company!”
BBB A+Since 2003Family-ownedFinancing
Philadelphia, PA · 8 mi from Lower Merion
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Book onlineBook
Fulton's Accounting Services

Fulton's Accounting Services

5.0 50 reviews
“Received some very valuable information during her presentation at Premier Orlando 2024.”
Serves Philadelphia, United StatesSince 2017Licensed
Philadelphia, PA · 8 mi from Lower Merion
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Worry Free Tax & Financial Solutions

Worry Free Tax & Financial Solutions

5.0 50 reviews
“Managed to accommodate a difficult appointment request late in the tax season.”
Virtual consultationsServes United States, abroadSince 2015
Ardmore, PA · 2 mi from Lower Merion
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Kim Yeung Ling

Kim Yeung Ling

4.4 43 reviews
“Accountant A Ying is very careful”
Virtual consultationsSince 1982
Philadelphia, PA · 8 mi from Lower Merion
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The 15 companies listed for Lower Merion, PA prepare and file tax returns for individuals and small businesses. What each says about its services and credentials comes from its own website; ratings and quotes come from public reviews.

Area overview: Lower Merion, PA

The 15 companies on this page are rated from 4.0 to 5.0 across 1,694 reviews; 12 have 50 or more reviews and 13 are rated 4.5 or higher. When clients rate these companies on specific qualities, they most often praise professionalism (88%), quality (82%) and responsiveness (79%). The topics that come up most in reviews of the companies on this page are "patient", "communication" and "knowledge". 5 are open on Saturdays and 1 on Sundays. The services the companies on this page list most often on their websites are business services (3), quickbooks services (2), services for individuals (2), tax planning (2) and tax services (2). 1 shows a license on its website and 2 have a BBB rating of A or A+. 10 have ten or more years of experience, the longest 77 years. 3 offer payment plans; 5 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 15 of the companies on this page; 13 publish a contact page; 12 list a public email and 2 take bookings online. We count these figures across the companies on this page; distances are straight-line, and hours and prices change, so confirm the details with the company before you book a consultation.

Do any tax preparers listed for Lower Merion offer a free first consultation?

5 of the 15 companies on this page state that a first consultation is free. In practice it buys a conversation about your situation and a quote for the return, not advice you can act on. Bring last year's return so the quote means something.

Penn Accounting CPA

Penn Accounting CPA

4.9 49 reviews
“Emad patiently offered guidance on any inquiries we raised, thereby simplifying the tax filing procedures.”
16+ yearsFree consultation
King of Prussia, PA · 8 mi from Lower Merion
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Intrinity Tax

Intrinity Tax

4.8 49 reviews
“He has great with the knowledge in his field, which helped make me feel comfortable and confident in his abilities right away.”
Free estimatesSince 2017
Bala Cynwyd, PA · 4 mi from Lower Merion
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In the Moment Financial Services

In the Moment Financial Services

5.0 46 reviews
“I was very impressed with their services, technologies used and I will definitely be using them again for tax preparation in the coming years.”
Serves nationwideSince 2019
Philadelphia, PA · 8 mi from Lower Merion
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Chapman's Tax Service

Chapman's Tax Service

5.0 50 reviews
“Chapman's Tax Service made it easy, kept it simple and got me the MAXIMUM REFUND.”
Virtual consultationsServes Springfield, MediaSince 1985
Springfield, PA · 9 mi from Lower Merion
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H&M Tax Service - 2 Locations

H&M Tax Service - 2 Locations

4.9 49 reviews
“All of my family members have been getting their taxes done by Fred at H & M Tax service for over 10 years and we wouldn't go anywhere else.”
Virtual consultationsServes Abington, Upper Dublin +6Since 1949Prices online
Abington, PA · 10 mi from Lower Merion
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Gerber Accounting and Tax Services

Gerber Accounting and Tax Services

4.5 42 reviews
“She has gone above and beyond to make sure I understand all of the nuances that go along with filing taxes and is an absolute pleasure to work with.”
Since 2018
Philadelphia, PA · 8 mi from Lower Merion
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Jumping Jack Taxes - Philadelphia Location

Jumping Jack Taxes - Philadelphia Location

4.8 48 reviews
“Super prompt and very straight to the point to make it simple for me to understand the whole tax process with my businesses!!”
Virtual consultationsFree consultationSince 2017
Philadelphia, PA · 8 mi from Lower Merion
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USA Tax Service

USA Tax Service

4.9 30 reviews
“She was very knowledgeable and made me feel comfortable in trusting her with my taxes.”
Since 2000FinancingPrices online
Philadelphia, PA · 8 mi from Lower Merion
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TP Taxes

TP Taxes

4.9 35 reviews
“I sent them my information on Friday and my taxes were done 12 hours later!”
Virtual consultationsServes all 50 statesFree consultationSince 2016
Philadelphia, PA · 8 mi from Lower Merion
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HomeTax PreparersPennsylvaniaLower Merion, PA

Why these companies made our list

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