Steve Clott CPA CFP® EA

5.0
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(2)
5.0
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2 reviews
5
100%
4
0%
3
0%
2
0%
1
0%
  • Satalia J.

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    Friendly service, very professional.

    May 23, 2017Verified
  • Thomas L.

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    He was courteous and professional. All of our questions were answered. He rate is very reasonable. We will definitely continue to use his services.

    Apr 13, 2017Verified

About this pro

Residents of the Greater Philadelphia Region, Delaware Valley Tri-State Area (and beyond), have come to rely on affordable tax and financial services, provided by Steve Clott since 1974 and 1985 respectively. Self-employed over 40 years LIVE WITHIN YOUR MEANS – YOU'RE NEVER SECURE ENOUGH Steve launched his career working for a center-city Philadelphia accounting firm in 1974, became a Certified Public Accountant licensee in 1978, and soon rose to senior staff accountant. In 1983, he left to start his own CPA tax practice in suburban Philadelphia, and in 1996, he earned his Certified Financial Planner™ and Enrolled Agent designations. To greater serve the needs of his clients, Steve started Dedicated Investment Advisers, LLC in 2003. Four years later, he created Dedicated Insurance Advisers, LLC, furthering his portfolio of financial and long-term services. Steve graduated from Temple University in 1974 with a Bachelors of Business Administration degree in Accounting. He is married, with two children.

Years in business

44

Times hired on Thumbtack

4

Number of employees

2
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Photos and Videos

1 photo and 1 video

    Q & A

    • What should the customer know about your pricing (e.g., discounts, fees)?
      steveclott.com/tax-services/sample-fee-schedules/
    • What is your typical process for working with a new customer?
      face-to-face, or online video 1st year; subsequent years by mail, fax, or drop-off
    • What education and/or training do you have that relates to your work?
      CPA - Certified Public Accountant CFP® - Certified Financial Planner™ EA - Enrolled Agent RIA - Registered Investment Adviser (Pennsylvania)

    Business hours

    Eastern Time Zone
    SundayClosed
    Monday10:00 a.m. to 5:00 p.m.
    Tuesday10:00 a.m. to 5:00 p.m.
    Wednesday10:00 a.m. to 5:00 p.m.
    Thursday10:00 a.m. to 5:00 p.m.
    Friday10:00 a.m. to 5:00 p.m.
    Saturday10:00 a.m. to 5:00 p.m.
    Coverage Area for Steve Clott CPA CFP® EA is about 30+ miles of Havertown, PA.