Steve Clott

Steve Clott has provided residents of the Greater Philadelphia Region, Delaware Valley Tri-State Area, and beyond, affordable tax services since 1974. He launched his career working for a center-city Philadelphia accounting firm, became a Certified Public Accountant licensee in 1978, and soon rose to senior staff accountant. In 1983, he left to start his own CPA tax practice in suburban Philadelphia, and in 1996, he earned his Certified Financial Planner™ and Enrolled Agent designations. To greater serve the needs of his clients, Steve started Dedicated Investment Advisers, LLC in 2003. Four years later, he created Dedicated Insurance Advisers, LLC, furthering his portfolio of financial planning and long-term care insurance planning services.

Steve graduated from Temple University in 1974 with a Bachelors of Business Administration degree in Accounting. He is a PA licensed CPA, a CFP candidate, and an IRS federally licensed Enrolled Agent, who owns and operates a specialized tax services firm serving clients in Philadelphia and its western suburbs.

Steve’s office is located at 2024 Darby Road, Havertown, PA 19083-2305.