Loeffler Financial Group LLC

Loeffler Financial Group LLC We are located in Lancaster, PA and serve clients throughout the US.

Loeffler Financial Group is an award winning, full service accounting, payroll and tax firm that includes wealth management and financial planning for individuals and small businesses. We Offer Competitive Pricing on ALL Your Financial Needs:

Tax Prices:
Start at $100 Non-itemized
Start at $125 Itemized Deductions
Business Tax Returns Starting at $125.00

All Returns Include Federal, State & Loca

l e-filed


Services Offered:

TAXES
- Individual Taxes
- Business Taxes
- LLC’s
- S Corps
- Partnerships
- Corporations
- Non Profit 990

NOTARY SERVICES

ACCOUNTING
- Bookkeeping
- Payroll & Payroll Taxes
- Quarterly Taxes
- Quickbooks/PeachTree Consulting
- Review existing internal controls
- Audits, reviewed and compiled financial statement reporting

BUSINESS CONSULTING SERVICES
- Human Resources consulting
- Mergers and acquisitions
- Industry analysis
- Fraud & Forensic Accounting Service
- Budgets, forecasts and projections
- Choice of entity structure


Staff Members Include:
- Certified Public Accountant
- Enrolled Agent
- Registered Tax Return Preparer
- Notary

Reminder for business owners and individuals who make estimated tax payments:The September 15 estimated tax deadline is ...
08/20/2026

Reminder for business owners and individuals who make estimated tax payments:

The September 15 estimated tax deadline is approaching.

Making your quarterly estimated tax payment on time can help you:
• Avoid unnecessary penalties and interest
• Stay on track with your tax obligations
• Better manage your cash flow throughout the year

If you're unsure how much you should pay—or whether you're required to make estimated payments—we're here to help.

Contact Loeffler Financial Group before September 15 to review your estimated tax obligations with confidence.

Great businesses aren't built by chance—they're built through consistent financial habits.Swipe through five simple prac...
08/17/2026

Great businesses aren't built by chance—they're built through consistent financial habits.

Swipe through five simple practices that can help strengthen your business and support long-term growth.

Which habit are you already doing consistently? Tell us in the comments.

08/07/2026

📂 Still keeping years of paper receipts? It may be time to go digital.

The IRS generally accepts electronic copies of receipts as long as they are clear, legible, and accurately reproduce the original document. A secure digital filing system can save time, reduce clutter, and make tax preparation much more efficient.

However, some important documents—such as legal agreements, deeds, and certain signed records—should still be kept in their original form.

Have questions about which financial records you should keep and for how long? We'd be happy to help.

💬 Drop your questions in the comments or send us a message.

Congratulations to our Managing Partner, Douglas Loeffler, on being recognized in the Central Penn Business Journal's 20...
08/05/2026

Congratulations to our Managing Partner, Douglas Loeffler, on being recognized in the Central Penn Business Journal's 2026 CPBJ 300.

This distinguished honor celebrates leaders who are making a lasting impact across Central Pennsylvania through their vision, leadership and commitment to their communities.

For the past 25 years, Douglas has built his career by earning the trust of clients throughout Lancaster and beyond through thoughtful financial guidance and relationships that stand the test of time.

"Real value is created through trust, accessibility and practical guidance, not just billable transactions." — Douglas Loeffler

This recognition is a reflection of his unwavering dedication to serving clients with integrity and helping individuals, families, and businesses achieve long-term financial confidence.

Congratulations, Douglas, on this well-deserved honor. We are proud to have your leadership guiding the future of Loeffler Financial Group and making a meaningful impact throughout our industry and the communities we serve.

Congratulations as well to all of the 2026 CPBJ 300 honorees, and thank you to the Central Penn Business Journal for recognizing the leaders who continue to move our region forward.

Check out the article here: https://www.cpbj.com/cpbj300/accounting/douglas-loeffler/

08/03/2026

What if one financial decision this month could save you thousands by year-end?

Many business owners wait until tax season to think about their finances—but the biggest savings often come from planning before the year ends.

Now is the perfect time to review:
✔ Estimated tax payments
✔ Business expenses
✔ Payroll
✔ Retirement contributions
✔ Cash flow

Small adjustments today can make a significant impact later.

Don't wait until December to discover missed opportunities.

📩 Ready to get ahead? Schedule a planning conversation with our team today.

🎉 Happy Birthday to our very own Douglas Loeffler! Today we’re celebrating the leader who keeps our team inspired, our c...
08/01/2026

🎉 Happy Birthday to our very own Douglas Loeffler!

Today we’re celebrating the leader who keeps our team inspired, our clients supported and our office moving forward every day.

To kick off the birthday festivities, Teddy Bear (Chief Happiness Officer) made a special stop at the office on Friday with a birthday surprise, plenty of tail wags and lots of smiles to help celebrate Doug’s special day. 🐾🎁

Please join all of us at Loeffler Financial Group in wishing Doug a wonderful birthday filled with happiness, good health and an incredible year ahead!

🎂 Happy Birthday, Douglas!

Every financial goal begins with one small decision.As July comes to a close, take a moment to reflect:What financial wi...
07/30/2026

Every financial goal begins with one small decision.

As July comes to a close, take a moment to reflect:

What financial win are you proud of this month?

Maybe you paid down debt.
Started investing.
Built your emergency fund.
Or took the first step toward creating a financial plan.

Progress doesn't have to be perfect—it simply has to keep moving forward.

Here's to finishing the summer strong. ☀🦾

Tax Tip TuesdayDid you know?Setting aside a percentage of every payment you receive for taxes can make quarterly estimat...
07/28/2026

Tax Tip Tuesday

Did you know?

Setting aside a percentage of every payment you receive for taxes can make quarterly estimated tax deadlines much less stressful.

Creating a separate tax savings account is one of the simplest ways to stay prepared throughout the year.

Small habits today can make a big difference when tax deadlines arrive.

Have questions about estimated taxes? Our team is here to help.

Estate planning isn't only for retirees or the ultra-wealthy.It's about making sure your wishes are known and your loved...
07/26/2026

Estate planning isn't only for retirees or the ultra-wealthy.

It's about making sure your wishes are known and your loved ones are protected.

An estate plan can help:

• Protect your family
• Reduce unnecessary stress
• Keep your assets organized
• Ensure your healthcare and financial decisions are carried out according to your wishes

Planning today provides clarity for tomorrow.

Ready to take the next step? Contact Loeffler Financial Group to start the conversation. We'll help you understand your options and connect you with the right resources so you can build a plan that gives you and your family greater peace of mind.

Address

2201 Columbia Avenue
Lancaster, PA
17603

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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