Firm Overview

Thank you for giving Marion & Associates, LLC a chance to partner with you and your family!

Our firm specializes in personal & business income tax return preparation, as well as tax strategies to minimize your future tax obligations. Our firm takes the extra step in getting to know you and your family and mapping these necessary steps to reduce your tax liabilities. Our goal is to form a partnership with you; not just be another tax preparer.

Marion & Associates, LLC was founded in 1991 by George J. Marion, Jr. The tax practice started in the basement of George’s home and has grown to the firm it is today thanks to all the clients that have instilled their trust in us. We pride ourselves on client relations. Today, George works with his wife, son, daughter, and two additional staff members that have become part of the family. For more information on the staff, click here. 

We offer a wide variety of services for our clients. Our goal is for you and your family to continue to grow and feel comfortable that our firm provides all the services you will ever need. We encourage all our clients to be proactive instead of reactive. Keeping us informed prior to making a financial decision will help minimize the possible tax ramifications that may arise during the year.

During tax season, we have appointments daily excluding Wednesday and Sunday. Evening appointments are only available Monday, Tuesday, and Thursday. Our firm tries to accommodate every individual to help ensure they can have an appointment that works for them. If you are interested in scheduling an appointment make sure to schedule early in the season by calling the office or accessing the request appointment button on our website. Time slots book up quickly.

Client’s personal data security is very important to Marion & Associates, LLC. If you ever need to provide any sensitive tax information to our firm, be sure to use the client portal. Our portal allows clients to log into their accounts and ensure that their information is safe. Additionally, any new client can use the guest exchange to securely send tax documents to our office.

Marion & Associates, LLC offers very competitive CPA firm rates in our area. Our starting fees are listed below and may increase due to the complexity and forms needed to complete the tax return. Please contact us by calling the office to get a more detailed quote.

Marion & Associates, LLC offers 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. We want you to feel confident that you are making the right decision in partnering with Marion & Associates, LLC. All you need to do is schedule an appointment by calling the office or request appointment. We are looking forward to you becoming part of our family.