Financial Consultant
At B&T Erie, we succeed through our clients' achieving their goals.
We help our clients through every stage of their personal and business lives to achieve short-term and long-term success .
Services
TAX AND ACCOUNTING SERVICES:
- Personal Tax Strategy Planning and Preparation
- Business Tax Preparation and Planning
- 501C3 Filing
- Business Incorporation Filing
PROGRAM AND TRAININGS:
- Financial Literacy Program (Customizable) - Contact for Quote
ADVISORY AND PLANNING SERVICES:
- Business Plan Preparation
- Cash Flow Analysis and Improvement
- Other Financial Consulting Services at individual or business request
About Us
Since 2014 B&T Erie has helped it's clients with Tax Filing and other Accounting and Financial Services. We have worked with businesses and individuals primarily in Pennsylvania and New York.
B&T Erie founder and president, Philip Thomas is a lifelong resident of Erie, PA and has spent his collegiate and work career gaining knowledge and experience in the discipline of Finance. After earning a B.A. Degree in Accounting from Mercyhurst University 2012, he has since amassed 12 years of experience in corporate business including the following industries: Banking and Financial Services, Insurance, and Workforce Development.
Contact Us
Send us a message, and tell us more about your financial goals and needs. We will get back to you soon to schedule a consultation with our financial consultant.
Hours
Monday - Saturday: Appointment Only
B&T Erie LLC
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