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
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 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.
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.
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.
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.
Reviews (3)
Rose P.
Apr 16, 2021
Report
Still the best!!! They are a family business and they treat their clients like family. The new portal was so easy to use and made the process as pleasant as filing taxes could possibly be. I would never go anywhere else and would highly recommend them to anyone looking for knowledgeable, friendly and top notch service!!
JKay T.
Dec 04, 2020
Report
I've had the pleasure of using Marion & Associates for at least three decades. No kidding - 30+ years! They have offered their services to me in at least 4 different states. No matter where I move, I always come back to Marion & Associates for my tax work. They are skillful, knowledgeable, and dedicated to their profession and maintaining very high standards. I am also grateful to call them my friend.
Frank P.
May 05, 2020
Report
I needed to find a new accountant that could answer my questions and treat me the same as if I were a million dollar account or a 1,000.00 dollar account. Marion & associates took me in, guided me, instructed me and answered my questions whenever I had one. Always made me feel comfortable no matter what my question was and how simple it was. Answered me professionally and courteously.
