Tax Advisors, Tax Planning, Personal & Business Accounting Services | Bala Cynwyd, Malvern, Radnor, Pottstown, Pennsylvania

Tax Planning, Tax Advisors, Tax Preparation, Main Line, PA


	Personal & Business Tax Preparation Main Line Financial Advisors, LLC seeks to ease the annual anxiety of tax season for individuals, families and businesses with our comprehensive, professional tax preparation services. We take the time to explain tax matters in everyday English and we’ve been doing it for decades. We provide timely, professional and thorough tax return preparation: • Individual • Corporate • Partnership • Trust • Payroll tax • Sales tax • Property tax • Gift tax Audit Preparation (top) Main Line Financial Advisors assists our tax advisement clients by preparing for and representing them during an audit. MLFA will review the tax authority notice or inquiry, explain what it means and apply the necessary research to the appeal process or other options available to our clients in the event the client disagrees with the tax authority’s findings. Main Line Financial Advisors can also communicate with the taxing authority on our client's behalf and represent them in an audit proceeding. This can involve answering questions for the taxing authority about the preparation of the client’s tax return, acting on and asserting arguments on the client’s behalf, negotiating and settling claims with the tax authority or assisting with the appeals process. In most situations we recommend full representation by Main Line Financial Advisors. If your situation is extremely serious, we can refer and work with a tax attorney to handle your case. Estate Taxes and Life Insurance (top) Main Line Financial Advisors' planning process can be instrumental in developing a successful estate tax approach. Assets contributed to a charitable trust, for instance, are removed from your estate and shielded from estate taxes. On the other hand, because these assets are designated to charity, they aren’t available to your heirs. A well-designed life insurance program can solve this dilemma. Irrevocable life insurance trusts can be used to replace the wealth donated to charity. If the life insurance trust is correctly structured and funded, the life insurance proceeds will be exempt from estate tax. Tax Planning (top) Several basic tax planning techniques can help MLFA save money for individuals and businesses: • Shifting income and deductions • Tax deferral through qualified plans • Tax exclusion through proper investments • Shifting of income among family members To take advantage of these tax savings avenues, please contact us before the end of the year. We will review your current situation, offer suggestions, and provide a report outlining your potential savings that could result from employing these suggestions. Main Line Financial Advisors has access to a depth of valuable research materials using online services that benefit our clients when we plan and prepare their taxes. Charitable Giving (top) Main Line Financial Advisors can facilitate intelligent giving like, Charitable Remainder Trusts (CRTs) which allow you to engage in philanthropy while generating substantial estate, tax and retirement benefits for you and your family. A CRT can potentially generate income tax deductions, help you avoid capital gains taxes, create tax-deferred retirement savings, and reduce estate taxes. When combined with life insurance, charitable trusts can achieve these objectives at little or no cost. A CRT helps you avoid capital gains tax on the sale of highly appreciated assets. Request an Information Packet Today!			• Personal & Business Tax Prep • Audit Preparation • Estate Taxes & Life Insurance • Tax Planning • Charitable Giving • Asset Allocation Strategies • Account Aggregations • Cash flow/Retirement Models • Balance Sheets/Net Worth Statements • Insurance Coverages and Summary • Wills and Estate Planning • Banking and Legal Consultation & more...

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MAIN LINE FINANCIAL ADVISORS
P: 800.266.6532 F: 855.406.9546

BALA CYNWYD 160 Rock Hill Road, Bala Cynwyd, Pennsylvania 19004
MALVERN 101 Lindenwood Drive, Suite 225, Malvern, Pennsylvania 19355
RADNOR 150 North Radnor Chester Road, Suite F-200, Radnor, Pennsylvania 19087
POTTSTOWN 211 East High Street, Pottstown, Pennsylvania 19464

Serving businesses and individuals in Berks, Chester, Delaware and Montgomery Counties.

Securities and investment advisory services offered through FSC Securities Corporation, Member FINRA/SIPC and a registered investment adviser.

A broker/dealer (BD), investment advisor (IA) , BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state’s BD, IA, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by BD, IA, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state’s BD, IA, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion. We are registered to sell investment products and services in the following states: (AK) Arkansas, (AL) Alabama, (AZ) Arizona, (CA) California, (CO) Colorado, (CT) Connecticut, (DE) Delaware, (FL) Florida, (GA) Georgia, (IL) Illinois, (IN) Indiana, (KS) Kansas, (KY) Kentucky, (MA) Massachusetts, (MD) Maryland, (MI) Michigan, (MO) Missouri, (MS) Mississippi, (NC) North Carolina, (NJ) New Jersey, (NM) New Mexico, (NY) New York, (OH) Ohio, (OK) Oklahoma, (PA) Pennsylvania, (RI) Rhode Island, (SC) South Carolina, (VA) Virginia, (VT) Vermont, (WA) Washington, (WI) Wisconsin, (WV) West Virginia, (WY) Wyoming. Advisory Services through FSC Advisory Corporation are registered in all 50 states.

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