Witmer Tax & Financial Service LLC

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General Info

As a comprehensive tax and financial planning firm we will work with you on a goals-based planning model. Getting to know you allows us to concentrate on your specific financial aspirations. Then, we will offer you the best advice for your unique situation. We offer financial planning and advice in the areas of:Personalized Financial Planning, Insurance Planning, Budgeting and Debt Management, Retirement Strategies, Financial education for employees, College Funding Advice, Estate Planning, Investments, Taxes and Tax Preparation Services, Church and civic groups. Our flexible, needs-based services allow you to select what to focus on for your particular situation. You may be seeking a one-time consultation, an overview of your current financial status, or a comprehensive financial plan. In addition, we are available to help you with as much or as little of the implementation as you require. Financial planning services are provided at reasonable hourly rates. Tax preparation services are also provided on a fee per form basis.

Email

Email Business

Extra Phones

Fax: (717) 464-7222

Services/Products

Bookkeeping Services, Electronic Filing & Multistate Returns, Estate Planning, Tax Returns, Trust & Estate Returns, Business Services, Reasonable Fees & Year Round Service, Individual Services, Trusts, Individual & Business Returns, Consultations, Tax Return Preparation, Electronic Tax Filing, Accounting, Electronic Filing, Individual Retirement Accounts, Roth Individual Retirement Accounts, Tax Forms.

Other Link

http://www.witmerfinancial.com

Categories

Financial Planning Consultants, Investment Advisory Service, Tax Return Preparation

Other Information

Certifications: Certified Public Accountants

Reviews

Details

Phone: (717) 464-1958

Address: 271a Peach Bottom Rd, Willow Street, PA 17584

Website: http://www.witmerfinancial.com