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Business Profile

Tax Consultant

ATA Financial Group LLC.

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Tax Consultant.

About

About This Business

ATA Financial Group provides tax and accounting services, wealth management, estate/senior planning services and insurance/risk management services to individuals, small businesses, corporations, non-profits, unions and municipalities, among others.

Business Details

BBB File Opened:
7/2/2015
Business Started:
10/1/1983
Business Incorporated:
9/7/2012
Type of Entity:
Limited Liability Company (LLC)
Alternate Names:
ATA Management Strategies Inc
ATA Senior Planning LLC
Accounting & Tax Associates Inc
Business Management:
Mr. Kent C. Newhart, President

Additional Contact Information

Principal Contacts
Mr. Kent C. Newhart, President
Customer Contacts
Mr. Kent C. Newhart, President
Fax numbers
Primary Fax: (610) 433-0498
Additional Phone Numbers
Other Phone: (610) 433-9009
Additional Email Addresses
Primary: Email this Business
Social Media
Facebook
LinkedIn

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of 677243 for this business, issued by Insurance Department, Bureau of Consumer & Producers Services-PA

Insurance Department, Bureau of Consumer & Producers Services-PA

1326 Strawberry Square, 13th Floor

Harrisburg PA 17120

(717) 787-2317

Fax: (717) 7878585

Website

BBB records show a license number of CRD# 3174304 for this business, issued by U.S. Securities and Exchange Commission (SEC)-Federal

U.S. Securities and Exchange Commission (SEC)-Federal

100 F Street NE

Washington DC 20549-0213

(202) 551-6551

Fax: (202) 7729295

Website

BBB records show a license number of CRD# 118829 for this business, issued by U.S. Securities and Exchange Commission (SEC)-Federal

U.S. Securities and Exchange Commission (SEC)-Federal

100 F Street NE

Washington DC 20549-0213

(202) 551-6551

Fax: (202) 7729295

Website

BBB records show a license number of 00094385-EA for this business, issued by U. S. Department of the Treasury-Federal

U. S. Department of the Treasury-Federal

1111 Constitution Ave NW

Washington DC 20024

More Resources

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