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Call Us To Setup Your FREE Tax Consultation Today! ( 717) 394-6097

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2938 Columbia Ave Unit 1101, Lancaster, PA 17603

                Fred Waller, EA, CFP®

Our Mission

Dear Lancaster County Tax Payers,

When I talk with people throughout Lancaster County it just amazes me to hear about the difficulty they have in finding good tax preparation services. I hear stories of people being treated like just another number at the discount tax preparation services in the area. Most are not even sure their taxes are being done right or if they are getting the refund they deserve.

And then I hear the other side of the coin too. People getting charged outrageous fees by high priced accounting firms, who seem to care more about their marble staircases and spacious offices than they do their clients. In either case people feel they are getting ripped off or aren't getting the attention they deserve. Many people are so frustrated that they've resorted to doing their own taxes, only to have those nagging doubts about whether they've done them right in the back of their minds.

That's why I think it's about time someone finally got tax preparation right!

Let's face it -- your Federal, State and Local taxes are probably the largest expense you have in your life or your small business. No one wants to pay too much, but they don't want to get it wrong either.

If this sounds like you, then I have good news for you. I'm Fred Waller, owner of Waller Tax Financial Services and I've been preparing taxes for people just like you for over 15 years. You won't find any marble staircases in my office and I don't charge outrageous fees just so I can have a junior assistant run your numbers through a computer program and hope I get your taxes right. And I won't treat you like just another number, flipping through your paperwork so quickly that you barely have time to speak. I'm a full-time tax and financial adviser with over 900 individual and small business clients.

When you visit my office, I'll provide a free tax consultation on your first visit. We'll talk about your taxes, your overall financial situation and your goals. And you'll get to ask me all the questions that may be on your mind.

My fees are fair and my goal is simple. I want to help my clients improve their entire financial picture. And that starts with getting their taxes done right. But our relationship doesn't end there. I'll keep in touch with you throughout the year and invite you to FREE financial seminars that can improve your overall bottom line. And when you're ready, I can help you with other financial questions you may have.

Things like:

  • How will I pay for my child's college education?
  • Do I have the proper life insurance coverage?
  • How can I reduce the taxes I owe each year?
  • and many more...

At Waller Tax, we know that our success is a direct correlation to our clients' satisfaction.

When you work with me, it's not just about taxes. It's about your financial future and how we can work together to make that future a bright one.

Call 717-394-6097 or email me to setup your FREE tax consultation to start mapping out your financial future! 

At Waller Tax & Financial Services,

we have the client—and only the client—in mind.

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.