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Loeffler Financial Group
2201 Columbia Avenue, Lancaster, 17603
4.9
253 reviews

Loeffler Financial Group

2201 Columbia Avenue, Lancaster, 17603
Entrepreneur

Services

  • Tax Preparation and Tax Advisory Services

    7 services

    • Non-Itemized Tax Return (In Person)

      The standard deduction is a fixed dollar amount that reduces the income you’re taxed on. Your standard deduction varies according to your filing status.
      Varies
      1h

    • Itemized Deductions (In-Person)

      Itemized deductions are expenses allowed by the IRS that can decrease your taxable income. The IRS allows taxpayers to deduct things such as medical expenses, property taxes, charitable contributions and mortgage interest.
      Varies
      1h

    • Rental Property Consulting/Tax Prep

      Depending on how in depth your tax return is we may ask that you drop it off.
      Varies
      1h

    • Tax Advisory/Tax Planning

      Varies
      1h

    • Curbside Tax Preparation

      Our curbside service was HUGE during the peak of Covid and has been a big hit for clients that want their taxes done, during an appointment time but instead of coming in to the building you wait in your vehicle while the tax advisor works on your tax return.
      Varies
      1h

    • Business Return

      Sole Proprietorships - SCH C Single-member LLCs - SCH C Partnerships - Form 1065 & Sch K-1 Multi-member LLCs - Form 1065 & Sch K-1 Corporations Form - Form 1120 LLCs TAXED as Corporations - Form 1120 S Corp - Form 1120 -S
      Varies
      2h

    • Quarterly Estimated Payments

      $75.00+
      45min

  • Accounting and Business Services

    6 services

    • Outsourced Accounting

      Accurate bookkeeping and accounting are necessary in order to make strategic business decisions. With Outsourced Accounting, business owners can have trusted accountants, without the added salary
      Varies
      1h

    • Business Consulting

      Consulting with one or more partners to discuss the needs of your business and/or how to set up a new business.
      $150.00+
      1h

    • Potential Client Meeting

      Varies
      30min

    • Entity Set Up

      Your first step is to select the best entity structure for your business. Each entity type offers benefits to your business in terms of operation and taxation.
      $350.00+
      1h

    • Sales Tax Filings

      Pennsylvania is one of the few states with a single, statewide sales tax. Businesses in Pennsylvania are required to file and remit sales tax electronically. We can assist filing these returns for you.
      $125.00+
      1h

    • QuickBooks Consulting/Training

      Initial set up of software tailored to your needs One-on-one training. Payroll set up and support. Short- or long-term support by one of our QB Certified ProAdvisor
      $150.00+
      1h

  • Consulting

    1 service

  • Virtual Meeting

    1 service

  • Notary Services

    1 service

See Our Work

Amenities

  • Parking space

  • Wi-Fi

  • Credit cards accepted

  • Accessible for people with disabilities

Reviews

Booksy guarantees that reviews with the "Verified Booksy user" tag have been added by registered Booksy users who have had an appointment with the provider. A registered Booksy user has the opportunity to add a review only after the service has been provided to them.
4.9/5
Based on 253 reviews
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    241
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Itemized Deductions (In-Person)
by Craig Loeffler
Friendly, very personable. But, to top it off,very knowledgeable. Craig explains things so an average guy like me can understand.
Itemized Deductions (In-Person)
by Douglas Loeffler
Always a great experience
Non-Itemized Tax Return (In Person)
by Tracy L. AFSP
We had a very good experience. Tracy was thorough and professional. She asked the right questions and exlained the completed tax return very well. Ove...r all a very satisfactory experience. bruce and Julie Grove Show more
Itemized Deductions (In-Person)
by Tracy L. AFSP
Always a great experience! Great time helps ease the stress of taxes! Tracy Loose explains everything and knows different state tax laws since we ar...e in Tennessee. Show more
Non-Itemized Tax Return (In Person) Non-Itemized Tax Return (In Person)
by Douglas Loeffler
All around exceeded my expectations as usual. Been going here for years.
Non-Itemized Tax Return (In Person)
by Tracy L. AFSP
Great place to go. Everyone is very friendly and helpful.
Itemized Deductions (In-Person)
by Craig Loeffler
Recommend highly!
Potential Client Meeting
by Douglas Loeffler
Doug is the best in the business
Itemized Deductions (In-Person)
by Douglas Loeffler
I been going to Doug for years now. The service is always very professional and goes smooth. I would recommend him and this company to everyone. Also ...the place always smells awesome as soon as you walk in. Show more
Itemized Deductions (In-Person)
by Craig Loeffler
I have been coming to Loeffler Financial Group for Years. Craig is always professional and very knowledgeable.
Non-Itemized Tax Return (In Person)
by Douglas Loeffler
Loeffler Financial Group delivers top tier service and explains the ins and outs of how taxes work. I highly recommend anyone on this team to anyone w...ho wants to be taken care like family! I’ve been going here for years and I wouldn’t and don’t tend towards going anywhere else! Thank you all! Show more
Non-Itemized Tax Return (In Person)
by Tracy L. AFSP
I was a little nervous about this tax season thinking I may owe. However, I met with Tracy at Loeffler and when it was all said and done I received a ...nice little return. The better part is that it was actually cheaper for my appointment than when I was using H&R Block. Definitely will go back again!!! Show more
Virtual Meeting
by Douglas Loeffler
Doug is very knowledgeable and his staff is very prompt. I wouldn't go anywhere else for my personal and business accounting. I know a lot of people t...hat use them as well. Show more
Virtual Meeting
by Douglas Loeffler
I had a phone appointment and called at the designated time. The person I was transferred to said they were just finishing up with a client and would ...call me back, but they didn’t. So I really don't have amy experience to share, other than that. Show more
Non-Itemized Tax Return (In Person)
by Douglas Loeffler
Friendly, quick & efficient service
Non-Itemized Tax Return (In Person)
by Douglas Loeffler
Great experience and very professional. Will definitely go back!
Business Services Offered
by Douglas Loeffler
I was delighted with my call with Doug. I shared my situation, and he proposed a plan that could be a big win for now and moving forward. I look for...ward to working with Doug for decades to come. Show more
Itemized Deductions (In-Person)
by Lisa B. AFSP
Easy to schedule; fast and professional. The best.
Itemized Deductions (In-Person)
by Tracy L. AFSP
Tracy was informative and able to get our taxes done quickly. It’s also so easy to schedule online each year. We recommend Loeffler Financial.
Itemized Deductions (In-Person)
by Craig Loeffler
I feel as though I made a friend whose advice will always be in my best interest.
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