Jeffrey M Engle Pc

- 2337 Philmont Ave Suite 203-B, Huntingdon Valley, PA 19006

For individuals and businesses in the greater Philadelphia area, navigating complex legal and financial matters requires more than just a lawyer; it demands a trusted advisor with a comprehensive understanding of both law and finance. Jeffrey M. Engle, Esq., CPA, based in Huntingdon Valley, Pennsylvania, offers a unique and invaluable combination of expertise as both a practicing attorney and a Certified Public Accountant. This dual qualification provides a significant advantage to clients, allowing him to offer strategic legal and tax solutions that are meticulously aligned with their financial goals. His practice is built on a foundation of honesty, knowledge, and a commitment to providing personalized, high-quality service to every client. This article serves as a guide for local residents and business owners to learn more about the diverse services and professional approach that make Jeffrey M. Engle, Esq., CPA, a standout choice for legal and financial representation in the region.

The firm has been a part of the local community for over three decades, establishing a reputation for reliability and deep-seated expertise. Jeffrey M. Engle, Esq., CPA, is known for his hands-on approach, working directly with each client to understand their unique circumstances and craft solutions that are both legally sound and financially prudent. This personal connection is a hallmark of his practice, and it’s a quality that clients consistently praise. The reviews reflect his character and professionalism, describing him as "Honest, informative, helpful, and knowledgeable." Such attributes are essential when dealing with sensitive and often high-stakes matters like estate planning, business transactions, and tax issues. The firm understands that legal challenges don't always adhere to a strict 9-to-5 schedule, and they demonstrate a commitment to client convenience by offering additional evening and weekend hours. This flexibility ensures that clients can access prompt and reliable assistance when they need it most, a testament to the firm’s dedication to exceptional service.

Whether you are a new business owner setting up a corporation, a family planning their legacy through wills and trusts, or an individual navigating a real estate transaction, the services provided by Jeffrey M. Engle, Esq., CPA, are designed to address a wide range of needs. His ability to integrate legal and tax planning makes for a more efficient and effective strategy, helping clients to protect their assets and secure their financial future. The firm is not just about solving problems as they arise; it is about proactive planning to prevent future issues. This forward-thinking approach is a key benefit for both business clients and individuals, who can rest assured that their long-term interests are being considered. With a strong track record and a focus on direct client relationships, Jeffrey M. Engle, Esq., CPA, has become a trusted partner for many in the Pennsylvania community who seek a comprehensive and personalized legal and financial service.

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Location and Accessibility

The office of Jeffrey M. Engle, Esq., CPA, is conveniently located at 2337 Philmont Ave, Suite 203-B, in Huntingdon Valley, PA 19006, USA. This location makes the firm easily accessible to residents and businesses throughout Montgomery County and the surrounding areas. The firm has taken careful steps to ensure that their office is welcoming and accessible to all clients. This includes a wheelchair-accessible entrance, a wheelchair-accessible parking lot, and a wheelchair-accessible restroom. These features demonstrate a commitment to providing a comfortable and accommodating environment for every visitor, removing potential barriers and making it easier for clients with mobility challenges to get the legal and financial help they need. The firm operates on an appointments-recommended basis, which helps to ensure that each client receives dedicated and focused attention without interruption. This practice allows for a more productive and thorough discussion of complex legal matters, making the most of a client’s time. The location is well-situated for meetings, and the ample accessibility features further underscore the firm’s commitment to client convenience and care.

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Services Offered

Jeffrey M. Engle, Esq., CPA, provides a comprehensive suite of legal and tax services, leveraging his dual expertise to offer integrated solutions. His practice areas are centered around protecting and growing wealth for both individuals and businesses. The firm's approach is highly personalized, and they take the time to understand each client's unique situation before providing legal guidance. This client-centric model is a key reason for the firm’s long-standing reputation in the community. The following list details some of the key legal and tax services provided:

• Wills, Trusts, and Estates: The firm assists clients in creating comprehensive estate plans, including drafting wills, establishing trusts (such as irrevocable trusts), and providing legal guidance on inheritance and estate matters to ensure assets are transferred seamlessly.
• Estate and Probate Administration: When a loved one passes, the firm guides executors and administrators through the complex probate process, including preparing inheritance tax returns and ensuring the lawful distribution of assets.
• Real Estate Legal Services: Jeffrey M. Engle, Esq., CPA, provides legal support for both residential and commercial real estate transactions. This includes document preparation, closing preparation, and general legal assistance to ensure a smooth and secure transaction.
• Business Planning and Transactions: The firm offers comprehensive legal support for businesses, including business planning, drafting and reviewing business agreements and contracts, and managing business transactions.
• Tax Matters and Solutions: As a CPA, Jeffrey M. Engle is uniquely qualified to provide strategic tax planning, income tax preparation, and expert advice on various tax matters to optimize a client’s financial health.
• Legal Assistance: The practice offers a wide range of general legal support and guidance, including comprehensive legal services for individuals and businesses in various situations.

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Features / Highlights

What makes Jeffrey M. Engle, Esq., CPA, a distinguished choice in the Pennsylvania legal landscape is his unique set of professional qualifications and a client-first philosophy. The firm is not just a place for legal advice; it’s a resource for strategic, integrated legal and financial planning. These standout features underscore the value of working with the firm:

• Dual Qualification: As both an attorney and a Certified Public Accountant (CPA), Jeffrey M. Engle offers a rare combination of legal and financial expertise. This allows for a holistic approach to legal matters, particularly those involving tax implications and business transactions.
• Direct Client Relationship: Clients work directly with Mr. Engle, who leverages his decades of experience to provide personalized solutions tailored to individual circumstances.
• Convenient Appointments: The firm offers flexible scheduling, including additional evening and weekend hours, to accommodate busy clients and ensure they receive prompt service.
• Commitment to Accessibility: The office features a wheelchair-accessible entrance, parking lot, and restroom, making legal and financial services available to everyone in the community.
• Comprehensive Legal and Tax Solutions: The practice provides integrated services that address both legal and financial aspects of a client's needs, such as estate and inheritance tax matters, and business and real estate transactions.

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Contact Information

To schedule a consultation or learn more about how Jeffrey M. Engle, Esq., CPA, can assist with your legal and financial needs, you can contact the office using the information below. It is recommended to call ahead to ensure that you can schedule a dedicated appointment to discuss your specific situation. The firm’s professional and friendly staff are ready to help you take the first step toward a more secure future.

• Address: 2337 Philmont Ave Suite 203-B, Huntingdon Valley, PA 19006, USA
• Phone: (215) 947-6707

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What is worth choosing

Choosing the right attorney for your legal and financial matters is one of the most important decisions you can make. For residents in Pennsylvania, Jeffrey M. Engle, Esq., CPA, stands out as a top-tier choice for several key reasons. The most compelling factor is his unique professional background. Being both a licensed attorney and a Certified Public Accountant allows him to provide a level of service that few can match. This dual expertise means he can offer holistic advice that considers not only the legal ramifications of a decision but also its financial and tax implications. Whether you're dealing with a complex estate, a business sale, or a real estate transaction, having a professional who can handle both the legal and tax aspects under one roof saves time, money, and ensures a more cohesive strategy.

Beyond his credentials, the firm’s commitment to client-focused service is a major differentiator. The reviews provided, which describe him as "Honest, informative, helpful, and knowledgeable," speak to his character and the positive experiences of his clients. He works directly with each individual, providing a personalized and attentive approach that can be hard to find in larger firms. This personal touch fosters a sense of trust and confidence, which is vital when discussing sensitive topics like estate planning or business matters. The firm’s flexibility with evening and weekend hours also highlights a genuine concern for client convenience, making their services accessible to even the busiest professionals.

In addition, the comprehensive nature of his practice, which spans business law, real estate, estate planning, and tax services, makes him a valuable long-term partner. Instead of seeking out multiple professionals for different needs, clients can rely on one trusted advisor for a wide range of legal and financial services. This consolidation of expertise leads to more efficient and effective outcomes. In a world where legal and financial challenges are increasingly intertwined, the integrated and client-centered approach of Jeffrey M. Engle, Esq., CPA, makes him a highly recommended choice for anyone in Pennsylvania seeking a skilled, honest, and knowledgeable attorney for their legal and financial needs.

Jeffrey M Engle Pc

2337 Philmont Ave Suite 203-B, Huntingdon Valley, PA 19006, USA