Tax Time

Tax preparation in East Lansdowne, PA (show on map)

Integrated tax and financial services firm helping clients understand tax implications of investments and achieve financial goals.

Call (610) 626-9545

Navigate to Visit website

About

As an integrated tax and financial services firm, O'Brine Financial Advisors, LLC and Tax Time help clients understand the tax implications of their investment choices and ensure they are making the right decisions to achieve their financial goals. The firm focuses on three cornerstones: Accumulation & Wealth Management, Guaranteed Retirement Income, and Lifestyle Preservation.

They provide personalized financial planning, investment management, retirement planning, estate planning, insurance solutions, and tax services to help clients navigate complex financial landscapes and achieve long-term financial stability.

Integrated tax and financial services

Personalized client focus

Comprehensive planning across investments, retirement, estate, and insurance

Services

Investments

Tailored investment strategies focusing on growth, preservation, and efficient wealth transfer.

Growth and preservation of investments Efficient wealth transfer planning

Tax & Accounting Services

Comprehensive tax and accounting services for small businesses, including tax return preparation, payroll taxes, and estate planning.

Tax return preparation Payroll tax assistance Estate planning and returns preparation Tax planning and research Sales and use taxes Incorporation taxes

Retirement Planning

Ensuring sustainable income streams during retirement, even in market downturns.

Guaranteed retirement income Sustainable income streams Retirement goal alignment

Estate Planning

Protecting financial assets and family well-being through estate planning and insurance.

Estate planning services Insurance strategies for asset protection Will preparation and management

Insurance Solutions

Providing a well-structured insurance strategy to protect loved ones from financial consequences of unexpected events.

Disability income insurance Life insurance Long-term care insurance Risk management strategies

Financial Planning

Comprehensive financial planning to help clients manage debt, save for college, and plan for retirement.

Debt management strategies College savings planning Retirement planning Holistic financial strategy development

Credentials & Certifications

FINRA Series 6, 63, 65

Frequently Asked Questions

What types of tax services do you offer? +

We provide tax return preparation, payroll tax assistance, estate planning and returns preparation, tax planning and research, sales and use taxes, and incorporation taxes.

How do you approach retirement planning? +

Our approach focuses on guaranteed retirement income, sustainable income streams even in market downturns, and aligning retirement goals with personalized strategies.

What insurance solutions do you provide? +

We offer disability income insurance, life insurance, long-term care insurance, and comprehensive risk management strategies to protect financial assets and family well-being.

How do you ensure personalized financial planning? +

We begin with listening to your goals, dreams, and challenges, taking the time to understand your perspective and providing tailored strategies that prioritize your satisfaction.

What is the role of your broker-dealer, Cetera Financial Specialists? +

Cetera Financial Specialists executes trades on your behalf, undergoes regular auditing, meets net capital requirements, and provides resources and independence for recommending suitable financial solutions without sales quotas or proprietary product ties.

How do you handle custodial services? +

We work with Pershing LLC and Cetera Investment Services LLC to custody brokerage accounts and individual retirement accounts (IRAs), ensuring assets are held securely and segregated per regulatory requirements.