ABOUT SENIOR TAX
Senior Tax & Advisory Services is a Veteran owned business and was founded in 2010 by Jarrod Barton CFP®.
We provide personal and business income tax preparation for individuals, families, trusts and businesses in Delaware County PA. Our firm believes in providing you with excellent service and great value in preparing your personal tax return. Our returns are prepared by experienced tax specialists, Enrolled Agents, and/or CPAs. We offer electronic filing to help expedite your refund. Located right in Media PA at 1100 N. Providence Road Suite 100.
Meet Jarrod Barton
Jarrod Barton has a real passion to help his clients keep more of what they earn and thereby build their personal wealth. As a Certified Financial Planner, Jarrod uses creative and proactive tax planning ideas to make sure that the lowest amount of taxes are being paid. This is not accomplished simply by putting the right numbers in the right boxes at tax time (recording history), but rather by reviewing the client’s entire income tax and estate situation before the end of the year while tax saving strategies can be implemented and tax savings enjoyed (writing history).
Jarrod also uses his many years of experience in Financial Planning to equip his clients to better handle their remaining money after paying taxes. Through his years of working with hundreds of small business owners and individuals in his tax business, he saw that the majority of people did not have trouble earning income but rather keeping more of what they had earned. This has led Jarrod to create an effective seminar series and to develop tools designed to give people a practical road map to using a unique approaches helping clients achieve their own financial freedom.
Jarrod’s career in the financial services industry began in 1997 and since then he has been striving to become the best tax and financial planning resource he can be for his clients. He is also a VA Accredited Claims Agent and this allows him to assist Veterans and their families in obtaining accurate information about valuable Veteran’s benefits. This has allowed him to uniquely combine his experience in the financial services industry with expertise in Financial, Tax, and Veteran Benefit Planning.
Jarrod lives in Swarthmore PA and is married to his lovely wife Joanna and has three wonderful children Violet, Adeline, and Lincoln. Jarrod enjoys camping, hiking, and supporting Veteran causes.