New full-service tax advisory firm has opened in Lafayette Hill

Greetings! We are excited to announce the opening of a full-service tax advisory firm located in Lafayette Hill, PA. Our mission is to help individuals and businesses get exclusive client service to maximize the tax code to their advantage and develop long-term tax strategies that will build financial wealth. Quality tax advisory is understanding the opportunities and financial positions to implement strategies that over a lifetime can save hundreds of thousands of dollars in taxes. Take this opportunity to find a top-notch advisor who understands your vision and tax strategy or to evaluate whether you’re satisfied with your current CPA/provider.

The owner and founder, Matthew Clark, is a Certified Public Accountant (CPA) with over 10 years of experience working with high-net worth individuals and business owners at one of the leading accounting firms in the U.S. Matt is a local to Southeastern PA who grew up in Hatboro, started a family in Conshohocken, and now currently resides in Lafayette Hill with his wife, Brianna, and their two daughters. He is an alumnus of West Chester University and is a member of the American Institute of Certified Public Accountants and Pennsylvania Institute of Certified Public Accountants.

Clients that we speak with are interested in finding new ways to strategically reduce their tax liabilities and alleviate the stress of handling their financials. Today’s tax laws are complicated and ever-changing. Over the last 2 years taxpayers have been scrambling to make sure that they were staying compliant for PPP loans, EIDL loans, Stimulus Payments, etc. Long-standing clients understand the value of working with an experienced tax advisor who can save you time and money. Get started today to discuss available strategies that you might be able to use in your situation. Our service offerings include:

Business Services: Accounting, QuickBooks Online Bookkeeping, Payroll, Strategic Business Planning, Financial Planning, Estate Planning, Asset/Liability Analysis, Business Incorporation Services

Tax Services: Business tax preparation (corporate, LLC, etc.), Individual tax preparation, Gift, Trust, Estate, and Inheritance tax preparation and consulting, Tax Planning and Projections, Tax Problems and IRS/State Tax Audit Representation, Cryptocurrency Taxation and Accounting

Industries and Experience: High Net Worth Individuals and Family Offices, Law Offices, Medical Professionals, Manufacturing and Distribution, Retail, Real Estate, Finance and Investment Advisory, Aviation, Specialty Eatery, Trades, Entertainment, Entrepreneurs and more

With the ability to handle all your needs securely online or in-person, we can easily cater our services to your needs. Join us in building an invaluable business and personal relationship to guide you through tax advisory world. With year-end quickly approaching and tax season around the corner, act today to discover what opportunities are available with a complimentary tax consultation. Available by email at and via phone and text at 267-494-6200. You can also follow the firm on Facebook and Instagram.