Profile
Steve Clott
ListedCPA, EA and CFP® Tax Professional in Havertown, PA
About
About
Steve Clott is listed as a CPA, EA, and CFP® serving clients through Steve Clott, CPA EA CFP® in Havertown, Pennsylvania.
The profile facts note tax services provided since 1974, along with experience in tax preparation, accounting, and financial planning.
Steve Clott is listed as a CPA, EA, and CFP® serving clients through Steve Clott, CPA EA CFP® in Havertown, Pennsylvania. The source materials describe a specialized tax services firm with tax preparation, tax planning, tax resolution, accounting services, and related professional services.
The profile facts note tax services provided since 1974, along with experience in tax preparation, accounting, and financial planning. The firm’s site also references investment adviser and insurance professional services, including portfolio management, annuities, life insurance, long-term care insurance, and home health care planning.
Clients can work with the firm in person or remotely, with the source text mentioning virtual meetings, real-time remote support, and a secure email portal for setup and client communication.
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Accounting services | In-person | ||
| Accounting services | Remote | ||
| Tax planning | In-person | ||
| Tax planning | Remote | ||
| Tax resolution | In-person | ||
| Tax resolution | Remote | ||
| Tax services | In-person | ||
| Tax services | Remote | ||
Client types
Client types
Service areas
Service areas
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