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Loeffler Financial Group
2201 Columbia Avenue, Lancaster, 17603

Loeffler Financial Group

2201 Columbia Avenue, Lancaster, 17603
4.9 273 reviews
Entrepreneur

Services


  • Tax Advisory and Tax Preparation Services

    6 services
    • Individual Tax Return Standard (In Person)

      Individual Tax Return Standard (In Person) portfolio
      $135.00+
      1h
    • Individual Tax Return – Complex (In Person)

      Individual Tax Return – Complex (In Person) portfolio
      $185.00+
      1h
    • Rental Property Tax Return (In Person)

      Varies
      1h
    • Business Income Tax Return Preparation

      Varies
      2h
    • Tax Planning & Strategy Session

      Varies
      1h
    • Quarterly Estimated Payments (1040-ES)

      $75.00
      45min

  • Accounting, Bookkeeping, CFO & Business Services

    8 services
    • Outsourced Bookkeeping Consultation

      Varies
      1h
    • Business Advisory/Consulting

      $200.00+
      1h
    • Fractional CFO

      $175.00
      1h
    • Bookkeeping Clean-Up

      $150.00
      1h
    • Entity Structure Advisory

      $185.00
      1h
    • Payroll & Compliance Review

      -
      30min
    • Sales Tax Filings

      This appointment is for businesses that need help with sales tax compliance. We’ll review your filing requirements, confirm reporting totals, and assist with timely filing and remittance. **Please bring / provide (if available):** Sales totals by filing period Access to your POS/e-commerce reports (if applicable) Any notices from PA or other states
      $125.00+
      1h
    • QuickBooks Consulting & Training

      $150.00
      1h

  • Financial Planning/Wealth Management Consulting

    1 service
    • Financial Planning & Wealth Management Consult

      -
      1h 30min

  • Meeting

    5 services
    • Strategic Advisory Meeting

      Varies
      1h
    • Existing Client - In (Phone Call)

      Free
      15min
    • New Client Consultation

      -
      30min
    • Year-End Tax Planning Session

      Varies
      1h
    • Vendor Appointment Request

      -
      30min

Amenities

  • Parking space

  • Wi-Fi

  • Credit cards accepted

  • Accessible for people with disabilities

Reviews

How reviews work
4.9
273 reviews
  • 5
    259
  • 4
    7
  • 3
    1
  • 2
    2
  • 1
    4
Nancy
Confirmed client
May 26, 2026
Service: New Client Consultation
Staff: Douglas Loeffler
Awful - book an appointment- no show. Called the office - got a call back telling me he’s sick so i felt bad and suggested we meet another time. Agre...ed on another time to meet. Still no show, no explanation. We decided not to chase them. How responsive would they be when you become a client if they can’t even keep an appointment for a prospective client. Maybe they’re just too busy that they don’t need new clients. So why bother offering to book a time and never show up? Not once but twice. And no one bother to reach out to cancel. Unprofessional. (just read all the one star reviews - all talked about no shows - guess it’s how they work.)
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Response from the business May 26, 2026
Hi Nancy, I want to sincerely apologize for today’s missed appointment and for the frustration and disappointment this caused. I have been unexpectedly ill since last Monday and have largely been out of the office while recovering. However, being sick is not an excuse for the lack of communication and follow-through you experienced. As the leader of the firm, I take full responsibility for this. I should have personally reviewed my schedule for the evening and ensured proper follow-up took place, and I did not do that. That accountability falls on me. After reading your review, I personally called and left a voicemail to apologize because I never want someone to feel ignored or dismissed, especially after trusting us with their time. We pride ourselves on being responsive, professional, and respectful of people’s time, and in this situation we fell short of the standard we hold ourselves to. Reading your review was difficult because your frustration is completely understandable. I genuinely appreciate you taking the time to share your experience, and we will use this as an opportunity to improve our internal communication and scheduling processes moving forward. Again, I am truly sorry we let you down, and I wish you the very best moving forward. - Douglas L.
Mike and
Confirmed client
Apr 10, 2026
Service: Individual Tax Return – Complex (In Person)
Staff: Douglas Loeffler
Doug and his staff were very helpful .
Jay
Confirmed client
Mar 31, 2026
Service: Business Income Tax Return Preparation
Staff: Douglas Loeffler
Staff is always polite and helpful. Doug is always very informative and answers all questions in a timely manner.
Candy
Confirmed client
Mar 24, 2026
Service: Individual Tax Return – Complex (In Person)
Staff: Douglas Loeffler
Always great service. Professional team, very friendly and helpful!
Nancy
Confirmed client
Mar 21, 2026
Service: Individual Tax Return Standard (In Person)
Staff: Tracy Loose, AFSP, QuickBooks ProAdvisor
Easy to schedule, friendly, helpful service.
Joni
Confirmed client
Mar 3, 2026
Service: Individual Tax Return Standard (In Person)
Staff: Douglas Loeffler
Awesome job!
Lindsy
Confirmed client
Feb 18, 2026
Service: Individual Tax Return Standard (In Person)
Staff: Craig Loeffler
We appreciate and respect Craig’s time and knowledge in helping us each year with our tax returns and other accounts.
Doreen
Confirmed client
Feb 1, 2026
Service: Individual Tax Return Standard (In Person)
Staff: Craig Loeffler
Please cancel the appointment for 2/1 and keep the one I rescheduled for 2/18. Thank you!
Kyle
Confirmed client
Nov 6, 2025
Service: Introductory Phone Call
Staff: Douglas Loeffler
Was able to quickly answer my questions and give me the guidance I needed. He really seems to care and know his stuff!
brandon
Confirmed client
Oct 17, 2025
Service: Tax Advisory/Tax Planning
Staff: Craig Loeffler
Strait to the point and very knowledgable
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