Steve Clott, CPA EA CFP® Certified Public Accountant || Enrolled Agent || Certified Financial Planner™

Tax Preparer
Havertown Pennsylvania 19083

610-446-0440 Click to dial

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Residents of the Greater Philadelphia Region, Delaware Valley Tri-State Area, have come to rely on affordable tax and financial services, provided by Steve Clott since 1974 and 1985 respectively. LIVE WITHIN YOUR MEANS – YOU'RE NEVER SECURE ENOUGH

Contact Details

  • Business
  • Steve Clott, CPA EA CFP® Certified Public Accountant || Enrolled Agent || Certified Financial Planner™
  • Logo
  • Steve Clott, CPA EA CFP® Certified Public Accountant || Enrolled Agent || Certified Financial Planner™ Company Logo by Steve Clott, CPA EA CFP® Certified Public Accountant || Enrolled Agent || Certified Financial Planner™ in Havertown PA
  • Year Established:
  • 1974
  • Online Social Profiles
  • Phone Number
  • 610-446-0440
  • Location
  • 2024 Darby Rd
    Havertown, PA 19083
    United States

Professional Background

  • Hours of Operation
  • 9am -5pm
    Mon. - Fri. - ALL YEAR
    AND Saturdays during TAX SEASON
    (610) 446-0440
  • Accepted Forms of Payments
  • Cash, Check, Credit Card, PayPal
  • Credentials
  • Certified Public Accountant
    Enrolled Agent
    Certified Financial Planner™
    Dedicated Investment Advisers LLC
    Dedicated Insurance Advisers LLC
    TAX SERVICES ,TAX PREPARATION, INVESTMENT ADVICE, PORTFOLIO MANAGEMENT, ASSET MANAGEMENT, WEALTH MANAGEMENT, MONEY MANAGEMENT, FINANCIAL PLANNING, FINANCIAL SERVICES, INSURANCE PLANNING, LIFE INSURANCE PLANNING, LONG TERM CARE INSURANCE PLANNING, RETIREMENT PLANNING

More About Steve Clott, CPA EA CFP® Certified Public Accountant || Enrolled Agent || Certified Financial Planner™

Steve Clott has provided residents of the Greater Philadelphia Region, Delaware Valley Tri-State Area, and beyond, affordable tax services since 1974. He launched his career working for a center-city Philadelphia accounting firm, 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.

Steve Clott, CPA EA CFP® Certified Public Accountant || Enrolled Agent || Certified Financial Planner™ Specialties


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