The Tax Advisors

The Tax Advisors

5.0 (2)
1 employee
9 years in business

About this pro

The Tax Advisors is dedicated to helping our customers with all of their tax and accounting needs. From personal to small business and corporate accounts, our goal is to make the process accurate, efficient and stress-free. We stand behind our work and believe that the concept of personal service gives us the opportunity to set ourselves apart.

Nothing brings us more joy than saving money for our clients. We love helping people navigate the tax code to ensure they get every dollar that they are entitled. The new tax laws present new tax planning opportunities and we are excited to lend a hand. 

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Credentials

Newtown Square, PA 19073
Email verified
Phone verified

2 Reviews

5.0

  • James M.

    I called Greg Eger at The Tax Advisors in early April of 2018, when I realized that taxes this year were going to be significantly more complicated than normal because of some personal life events. It was too close to April 15th for Greg to get them done by that date, but he filed the necessary extension paperwork, interviewed me thoroughly over the phone about all my particulars, and after I had sent him copies of my tax documents helped me obtain the ones that were missing. He was friendly, detail-minded, and thoroughly professional, getting federal, state, and city taxes and estimates done, and everything returned to me, in May. If I get into another situation that's too complex for me, I'm definitely giving Greg a call!

  • Matthew W.

    Greg is responsive, articulate, easy to work with and extremely organized & knowledgeable. Fair prices as well. Helped me set up my LLC, fix back taxes, set up payroll, pay quarterlies and put my mind at ease. I trust him unequivocally. If you are looking for a sharp tax advisor, look no further. -Matt



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FAQs


What is your typical process for working with a new customer?

The first step is a quick conference call to assess the needs of the prospect. We want every client to have a great experience and have found that clear expectations are essential. After a successful call, there is a brief onboarding process which involves executing an engagement letter, gathering key demographic information and obtaining supporting tax/accounting documents.


What education and/or training do you have that relates to your work?

The principal of the organization is a Certified Public Accountant with over 18 years of experience. In addition, he is a member of the Pennsylvania Institute of Certified Public Accountants (PICPA). He also holds a Bachelor of Science in Accountancy and a Bachelor of Science in Business Administration from Villanova University.


Do you have a standard pricing system for your services? If so, please share the details here.

Tax consulting, planning and representation services are approximately $125 an hour.

Tax preparation cost for individuals (i.e. federal, state and local returns) begin around $300 dollars. The more involved/complex the returns (i.e. Schedule C's. Rental Properties, K1s, multiple stock transactions, etc.) the greater the cost.

Business tax return preparation (i.e. Corps, SCorps, Partnerships, etc.) begin around $750 dollars. 

Accounting, bookkeeping, and payroll services are approximately $50 an hour.


Services offered

Tax Preparation Services Accountants Bookkeepers Business Tax Preparation CPA Firms Payroll Services Individual Tax Preparation Tax Accountants