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Valley Tax Advisors, LLC

Evidence Score 42/100 at 80% evidence coverage 1 of 5 on the Allentown-Bethlehem area list How the score works

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

Documented services + buyer fit18 of 40 pts, 40 checked
Independently verifiable qualifications0 of 20 pts, 0 checked
Operational + pricing transparency9 of 25 pts, 25 checked
Verified identity + continuity15 of 15 pts, 15 checked

Dark bar: points earned. Grey bar: the weight we could check.

Evidence

Unless a row says otherwise, the source is the named page of Valley Tax Advisors, LLC's own website (self-reported), read Sep 26, 2026.
ClaimWhat the source showsSourcePoints
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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