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Welcome to Marion & Associates, LLC!

Marion & Associates, LLC is a CPA firm located in Exton, Pennsylvania. We are a family-run practice that specializes in personal and business income tax preparation services, as well as tax planning to minimize both your current and future tax obligations.

Education and training at Marion & Associates, LLC are of the highest standard. Our firm requires all of its staff to keep informed of all the ever-changing tax laws by attending tax and financial seminars throughout the year. We encourage our tax professionals to go above the mandated educational requirements to ensure our clients maximize their tax savings from the top professionals in the area. George and Michael are sought after guest speakers at the Pennsylvania Society of Tax & Accounting Professionals. If other accountants are requesting to learn from our two lead CPAs, imagine what our services can do for you.

Our ultimate goal is to form a long-term partnership with you, and not be just another tax preparer. We pride ourselves on client relationships. To ensure you feel confident that you are making the right decision in partnering with Marion & Associates, LLC, we offer a free initial consultation. This initial consultation is to meet our staff, review company procedures, and to determine if you would like to engage our firm for future services. All you need to do is schedule an appointment by calling the office or requesting an appointment. Please feel free to contact us with any questions.


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Our Services

Tax Preparation

Trust, Estate, and PA Inheritance Tax Returns

Tax Planning

Business Entity Selection

Business Consulting

Retirement Planning

Financial Analysis

IRS Audit Representation

About Our Firm

Marion & Associates, LLC was founded in 1991 by George J. Marion, Jr. in the basement of his home. Today, our firm continues to grow serving clients nationwide and even worldwide thanks to all the clients that have instilled their trust in us. We customize our services for our clients’ needs enabling us to help them plan for all future endeavors. Tax planning now may prevent tax surprises later. Please allow Marion & Associates, LLC to become part of your family to help guide you through this financial journey.


Tax Checklist

Where's My Refund?

How long should I keep records?

Business Profit and Loss Template

Home Office Template

Rental Property Profit and Loss Template

UE Expense Template