Valley Tax Advisors, LLC
What we could verify
- Registered business?
- Registration found: Pennsylvania Department of State, status Active, formed 2008
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Not stated on its website
- Local or remote?
- Not stated on its website
- Software?
- QuickBooks Online, QuickBooks Desktop
Who they say they serve: real estate (self-reported, from the firm's own website)
2 of 5 answered from a dated source.
Documents 2 of 5 core services; registered entity verified.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Valley Tax Advisors, LLC | home page | |
| Website | https://www.vta.com/ | home page | |
| Office locality | Bethlehem, PA | /contact-us | |
| Phone | +16102500862 | home page | |
| Offers bookkeeping | Documented: ...a successful launch and sustained growth. Understanding nexus is a must. We create a bookkeeping schedule to meet your needs - including daily, weekly, monthly, and annual tasks.... | /who-we-serve | |
| AP / AR | Documented: ...- including daily, weekly, monthly, and annual tasks. All that is necessary - payroll, accounts receivable, vendor bill payments, time and expense reporting, asset recording and... | /who-we-serve | 4 pts (max 4) |
| Payroll coordination | Documented: ...at a minimum, these key benefits: quarterly financial review, sundry tax compliance, payroll services and utilization of key performance indicators (“KPI’s”) to gauge periodic... | /what-we-do | 4 pts (max 4) |
| Industries served (documented) | real estate | /who-we-serve | 5 pts (max 5) |
| Software supported | QuickBooks Online, QuickBooks Desktop | home page | 5 pts (max 5) |
| What is included / excluded | Documented: ...problems and opportunities before they become stale. Michael’s professional experiences include: forensic accounting for dispute resolution; consolidated tax filings for... | /about | 5 pts (max 5) |
| Onboarding described | Documented: What We Do - VTA What We Do Our Process We are experts in: SmartLedger® Advisory Services Tax Planning & Compliance QuickBooks... | /what-we-do | 4 pts (max 4) |
| Entity found in the state business registry | Business registration found: Valley Tax Advisors, Llc · PA filing no. 0003849847 · Pennsylvania Department of State · Active | State business registry Third-party Sep 26, 2026 | 6 pts (max 6) |
| Years operating (registry formation date) | Formed 2008-12-05 (creation date of a Pennsylvania-formed entity) | State business registry Third-party Sep 26, 2026 | 5 pts (max 5) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Statement | /privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 7 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); Month-end close + reporting (0 pts, max 6); Local / remote model stated (0 pts, max 3); Pricing approach published (0 pts, max 6); Reporting cadence stated (0 pts, max 4); Named contact / team (0 pts, max 3); Communication channel / process (0 pts, max 3).
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6).
Check it yourself on the state's own records: State Board of Accountancy license search and business registry search.
- Entity found in the state business registry: Business registration found: Pennsylvania Department of State current registered businesses (data.pa.gov xvd7-5r2c) lists Valley Tax Advisors, Llc (PA filing no. 0003849847), status Active, checked 2026-09-26. It confirms a registered entity, not a license to practice accountancy.
- Years operating (registry formation date): The registry records 2008-12-05 as the creation date of a Pennsylvania-formed entity.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 23 evidenced items come from Valley Tax Advisors, LLC's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
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