Marion & Associates, LLC is a CPA firm located in Exton, Pennsylvania. We are a family-run practice that specializes in personal and business income tax preparation services, as well as tax planning to minimize both your current and future tax obligations. Education and training at Marion & Associates, LLC are of the highest standard.
Our firm requires all of its staff to keep informed of all the ever-changing tax laws by attending tax and financial seminars throughout the year. We encourage our tax professionals to go above the mandated educational requirements to ensure our clients maximize their tax savings from the top professionals in the area.
Our firm requires all of its staff to keep informed of all the ever-changing tax laws by attending tax and financial seminars throughout the year. We encourage our tax professionals to go above the mandated educational requirements to ensure our clients maximize their tax savings from the top professionals in the area.
Services
About Us
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Thank you for giving Marion & Associates, LLC a chance to partner with you and your family! Our firm specializes in personal & business income tax return preparation, as well as tax strategies to minimize your future tax obligations. Our firm takes the extra step in getting to know you and your family and mapping these necessary steps to reduce your tax liabilities.
Our Staff
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Our goal is to develop a positive and long-lasting relationship with all of our clients. By doing so, we not only get to know you and your family, but also work with you to maximize your financial benefits. Hello, my name is George Marion, Jr. and I am the founder of Marion & Associates, LLC. Before starting my company in 1991, I graduated from Temple University with an MBA in Accounting and Finance.
Tax Preparation
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Accurate tax returns that take advantage of all tax breaks in the Internal Revenue Code ensure that you are legally paying the least amount of taxes. In addition, an accurate tax return should be audit proof assuming you keep all the records to support the numbers. Our tax checklist tells clients what information we will need to accurately prepare their tax return.
Trust, Estate, and PA Inheritance Tax Returns
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When a significant other or family member passes away, it takes a toll on everyone involved. Although it can seem overwhelming, it is imperative to take the necessary steps to properly set up your estate to make the transition as smooth as possible. Our firm will work alongside your attorney by providing all insight to tax related matters to reduce the possible tax burden on the heirs of the estate.
Tax Planning
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Individuals and businesses should arrange financial affairs to maximize tax savings over the long haul, not just the current year. During tax planning, we will ask about your future projections and use our expertise based on current tax law to help determine the best way to position yourself going forward.
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