Steven J. Fromm & Associates, P.C.

- 1420 Walnut St # 300, Philadelphia, PA 19102

In a world where financial and legal matters can be intimidating and overwhelming, having a trusted expert in your corner is invaluable. For residents of Philadelphia and the surrounding Pennsylvania region, Steven J. Fromm & Associates, P.C. provides a unique and powerful combination of legal and tax expertise. This firm is dedicated to helping individuals, families, and businesses with critical services such as estate planning, tax preparation, and business law. Steven J. Fromm, a seasoned professional with both legal and CPA credentials, brings a depth of knowledge that few can match, offering a holistic approach to your financial and legal well-being. The firm's commitment to providing clear, honest, and thoughtful advice helps clients feel at ease, even when dealing with complex and sensitive topics. Whether you are taking the first steps in creating a will, planning for business succession, or navigating a difficult tax issue, Steven J. Fromm & Associates, P.C. is a partner you can rely on to guide you through the process with skill and compassion.

The firm understands that every client’s situation is unique, and their approach is never one-size-fits-all. They take the time to listen, ask thoughtful questions, and truly understand your goals and concerns. This personalized service ensures that the legal and financial strategies developed are perfectly tailored to your needs, saving you both time and money. As one client, a retired CFO, eloquently stated, "He came prepared to the meeting, asked a lot of questions about our goals, presented our options in clear, layman terms and I left feeling confident that we were on the right path." This kind of professional yet accessible service is a cornerstone of the firm's practice. They strive to demystify complex legal jargon and tax codes, empowering you with the knowledge needed to make confident decisions about your future. Their reputation for being responsive, thorough, and knowledgeable makes them a premier choice for those in Pennsylvania seeking expert guidance in estate and financial planning.

Steven J. Fromm & Associates, P.C. is located at 1420 Walnut St #300, Philadelphia, PA 19102, USA. This central and easily accessible location in Center City makes it convenient for clients throughout the Greater Philadelphia area. The firm’s commitment to accessibility is also reflected in its physical amenities, including a wheelchair-accessible entrance and restroom, ensuring a welcoming environment for all visitors. To provide the highest level of service and a focused consultation, the firm recommends making an appointment. This planning allows the team to prepare for your specific needs and dedicate their full attention to your case. The firm also offers the flexibility of online appointments and onsite services, accommodating various client preferences and schedules. For any inquiries or to schedule a consultation, you can reach the office by phone at (215) 735-2336. The firm’s modern and accommodating approach to service ensures that help is always just a call or click away, whether you are in Philadelphia or another part of the state.

Steven J. Fromm & Associates, P.C. provides a comprehensive suite of services that goes beyond traditional estate planning and tax preparation. The firm’s expertise covers a wide range of interconnected financial and legal matters, making it a valuable resource for both individuals and businesses. This broad scope allows clients to address multiple needs with a single, trusted advisor, from planning for personal retirement to structuring a new business. Their deep knowledge of tax law is particularly beneficial, as it allows them to create strategies that not only protect assets but also minimize tax liabilities. The firm's service offerings are a testament to their ability to handle a variety of complex issues with confidence and expertise, providing peace of mind to clients who are often navigating some of life’s most significant transitions.

• Estate Planning and Probate Administration, including Wills, Trusts, and Living Wills.
• Tax Preparation and Tax Consulting, including International and Business Tax matters.
• Business Law, including Business Entity Selection, Corporate Law, and Mergers & Acquisitions.
• Business Succession Planning and Corporate Legal services.
• Real Estate and Property matters.
• Retirement Planning and financial advice.
• Legal representation for Tax Matters, including Trust Fund Recovery Penalty.
• Document Drafting and Employment Contracts.

The firm is set apart by a number of distinct features and highlights that underscore its commitment to professional excellence and client satisfaction. Steven J. Fromm’s unique background as both a lawyer and a Certified Public Accountant (CPA) provides clients with a dual perspective that is rare and highly beneficial, especially when dealing with financial and tax-related legal matters. This integrated expertise allows for the creation of more robust and tax-efficient strategies. The firm is also a welcoming and inclusive space, proudly identifying as LGBTQ+ friendly and a transgender safe space, demonstrating a commitment to serving all members of the community with respect and dignity. The firm’s client-centric approach is also evident in its thorough and responsive communication, which has been praised in numerous reviews. They are known for their ability to explain complex issues in clear, simple terms, making the legal process less daunting for everyone involved. This blend of expertise, empathy, and accessibility makes them a standout choice in the Philadelphia legal and financial landscape.

• Unique dual expertise as both a lawyer and a Certified Public Accountant (CPA).
• Highly knowledgeable and experienced in both estate planning and tax law.
• Offers online appointments and onsite services for client convenience.
• Welcoming and inclusive environment, identified as LGBTQ+ friendly and a transgender safe space.
• Known for providing thoughtful, honest, and responsive communication.
• Comprehensive services for individuals and businesses, from simple wills to complex tax strategies.
• Convenient and accessible location with wheelchair accessibility.

When considering an estate planning or tax professional in Pennsylvania, what truly makes Steven J. Fromm & Associates, P.C. worth choosing is the firm’s combination of exceptional knowledge and genuine client care. As one client shared, "I'm so glad I stumbled upon Steve's firm. He was so delightful to work with from the very first phone consultation...He was so kind, honest, and knowledgeable." This sentiment is a recurring theme in reviews, with clients consistently highlighting how Steve’s guidance made a complicated process "alot less overwhelming." Another client, a retired CFO, praised his ability to provide "excellent suggestions" and present options in "clear, layman terms," which instilled confidence in their tax strategy. This level of personalized service and clear communication is invaluable. It’s not just about drafting documents or filing returns; it’s about building a trusting relationship with an expert who genuinely cares about your financial security and peace of mind. For those in Philadelphia seeking a financial and legal advisor who will treat their situation with the utmost care, respect, and professional expertise, Steven J. Fromm & Associates, P.C. is an excellent and highly recommended choice to help secure your future.

Steven J. Fromm & Associates, P.C.

1420 Walnut St # 300, Philadelphia, PA 19102, USA