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

Loeffler Financial Group

2201 Columbia Avenue, Lancaster, 17603
Entrepreneur

Services

    Popular Services

    • Non-Itemized Tax Return (In Person)

      $135.00+
      1h

    • Itemized Deductions (In-Person)

      Varies
      1h

    • Business Income Tax Return Preparation

      Varies
      2h

  • Tax Advisory and Tax Preparation Services

    6 services

    • Non-Itemized Tax Return (In Person)

      $135.00+
      1h

    • Itemized Deductions (In-Person)

      Varies
      1h

    • Business Income Tax Return Preparation

      Varies
      2h

    • Rental Property Consulting/Tax Prep

      Varies
      1h

    • Tax Advisory/Tax Planning

      Varies
      1h

    • Quarterly Estimated Payments

      $75.00+
      45min

  • Accounting, Bookkeeping, CFO & Business Services

    7 services

    • Outsourced Accounting/Bookkeeping Meeting

      Varies
      1h

    • Business Advisory/Consulting

      $200.00+
      1h

    • Fractional Chief Financial Officer

      $175.00+
      1h

    • Bookkeeping Clean up Services

      $150.00
      1h

    • Entity Structure Advisory

      $185.00
      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

    • Accounting Software Consulting/Training

      $150.00
      1h

  • Financial Planning/Wealth Management Consulting

    1 service

    • Financial Planning/Wealth Mgmt

      Varies
      1h 30min

  • Notary Public Services

    1 service

    • Notary Service

      Varies
      45min

  • Meeting

    7 services

    • Client Meeting

      Free
      1h

    • In Person Potential Client Meeting

      Free
      30min

    • Existing Client Phone Call

      Varies
      15min

    • Introductory Phone Call

      Free
      30min

    • Virtual Meeting

      Varies
      30min

    • Year-End Tax Planning Meeting

      Varies
      1h

    • Prospecting (B2B)

      Free
      30min

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 262 reviews
  • 5
    249
  • 4
    7
  • 3
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Itemized Deductions (In-Person)
by Craig Loeffler
Great service and prices to
Non-Itemized Tax Return (In Person)
by Tracy Loose, AFSP, QuickBooks ProAdvisor
If you have small children, definitely book with Tracy! This was by far the easiest and most stress-free tax appointment my husband and I have ever ha...d. Tracy is incredibly knowledgeable and took the time to thoroughly review our documents and understand our situation. We brought our 11-month-old daughter with us, and Tracy couldn’t have been kinder or more patient. She even had toys in her office to keep her entertained, which was such a thoughtful touch and made the whole experience surprisingly enjoyable. Highly recommend! We already booked our appointment for next year. Show more
Virtual Tax Preparation
by Tracy Loose, AFSP, QuickBooks ProAdvisor
Always thorough and patient explaining things.
Non-Itemized Tax Return (In Person)
by Chris Magwood, Enrolled Agent
I only give 4 stars because I'm not sure how this will turn out. I have some really bad experiences before when using an accountant on my own, Usually... I only use accountant that my family recommend. So far, so good. Fingers crossed it stays that way til the end of the year. Show more
Non-Itemized Tax Return (In Person)
by Tracy Loose, AFSP, QuickBooks ProAdvisor
Tracy was great. I recommended her too family and friends.
Business Income Tax Return Preparation
by Douglas Loeffler
We love going here to have our taxes done. Doug is very knowledgeable and professional while still providing a comfortable and relaxed atmosphere. Alw...ays looking out for our best interest. Highly recommend! Show more
Business Income Tax Return Preparation
by Douglas Loeffler
Working with the staff at Loeffler Financial is always a pleasant experience. I have been a client for years and am always pleased with the customer s...ervice. Show more
Business Income Tax Return Preparation Itemized Deductions (In-Person)
by Craig Loeffler
Craig is great to work with!
Curbside & Virtual Tax Preparation
by Tracy Loose, AFSP, QuickBooks ProAdvisor
Tracey is so pleasant and helpful! It was wonderful to have her do my taxes
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
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