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Steve Clott CPA CFP® EA

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Introduction: 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.
Overview

Hired 4 times

License verified

2 employees

47 years in business

Photos and Videos

1 photo and 1 video

Reviews
3.7

3 reviews

5
67%
4
0%
3
0%
2
0%
1
33%

Satalia J.

Individual Tax Preparation

Friendly service, very professional.
Steve Clott CPA CFP® EA's reply
Dear Satalia J., Thank you for your kind words. It was a pleasure to have you as our client and we are thrilled to have helped you with your tax and investment needs. Please come back anytime, we look forward to seeing you again. Best, Sandy, office manager Steve Clott, CPA EA CFP® (610) 446-0440
May 23, 2017
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Verified
Thomas L.

Individual Tax Preparation

He was courteous and professional. All of our questions were answered. He rate is very reasonable. We will definitely continue to use his services.
Steve Clott CPA CFP® EA's reply
Dear Thomas L. Thank you for taking the time to share this review with us. We are so happy to hear that you enjoyed your experience here as our client, and that we could answer all your questions. We aim to provide the best service to each of our clients, and we are happy you were pleased with your experience. We look forward to welcoming you back soon. Best, Sandy, office manager Steve Clott, CPA EA CFP® (610) 446-0440
Apr 13, 2017
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Verified
Shawn R.

Individual Tax Preparation

Receptionist is a sweetheart is the only reason I even give him a star. Otherwise, VERY expensive. Most individual CPA's don't charge "per form" like the H&R Blocks of the world. This guy was going to charge me anywhere near $500 just to prepare! Shop around.
Steve Clott CPA CFP® EA's reply
Dear Shawn R., Thank you for sharing your feedback in regard to your recent experience at our practice. We are disappointed to hear that you did not like the quote provided to you, as we strive to provide our clients with the highest level of service at the best prices. Our fees reflect the services we provide, and are dependent on how simple, or complicated, client requests are. We are sorry we didn’t get a chance to serve you this time. Best, Sandy, office manager Steve Clott, CPA EA CFP® (610) 446-0440
Mar 12, 2018
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Verified
Credentials

FAQs

  • 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)

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