George has been in business since 2012. With 20 years of professional and accounting experience, George understands the importance of fostering relationships with his clients to best help them achieve their financial goals.
Tax planning is specific to an individual, at Bancroft Financial CPAs, you deal directly with George throughout the entire process. He works with his clients to understand their individual needs to help prepare the best plan or strategy to assist his clients with their financial goals and needs.
What We Do
George will customize his services to meet your needs and understand your situation. This includes coaching, consulting , analysis and tax preparation. George works with individuals and small businesses to develop strategies to minimize taxes and properly grow.
What Sets Us Apart
George offers the personalized one-on-one services with more of a traditional friendly relationship that is more difficult with larger firms. He will meet in person, over the phone or through zoom and returns calls within 24 hours.
With a Masters Degree in Accounting, George serves in various leadership roles in numerous professional organizations among his peers and in the community at large. He stays current on the new laws and industry trends and typically takes over 100 hours of classes annually to understand how to apply these rules to his clientele.
What Are My Clients Saying?
George was a tremendous help to my mother! She had a lot of complicated life events…medical expenses, selling a primary residence, moving to a continuing care apartment. He met with her, was very patient, gave thorough explanations, and had her taxes done in no time. We both felt very comfortable with the entire process.-Jen & Patricia, Lansdale
I have known George since high school, he has always been a great guy, honest and exceptionally hard working. We used another tax service before George and I reconnected and, once we did, I immediately switched, as I knew both the caliber of accountant, and person, we would be getting in working with George. In short, he blew away our expectations. He is thorough, on top of things and exceptional at making sure that he has a full command of all aspects of our business, and personal, information so that we get the very best tax and accounting services. 5 out of 5 is still too low of a score, he is the very best.-Nathan, Lower Providence