Thomas Pandolfo, MSTx

    Mr. Pandolfo has served individuals and businesses for more than two decades, addressing their tax, accounting, and financial planning needs. Taking a rounded approach, he and his staff provide comprehensive financial planning, investment management, tax planning and preparation, estate planning, retirement and pension guidance, and accounting services to clients throughout western Pennsylvania. After beginning his career as a tax professional, Mr. Pandolfo added extensive knowledge of investments and other financial matters to the advantage of clients.

    Registered Representative

    Professional Credentials

    • 01

      Licensed securities representative

    • 02

      MSTx (Master’s of Science Degree in Taxation)

    • 03

      E.A. (“Enrolled Agent”) (This is a professional designation given out by the IRS to tax professionals who have passed a four part exam and gives E.A.’s the ability to represent taxpayers in affairs before the IRS.)

    Education

    • 01

      Master’s Degree, taxation, Robert Morris University

    • 02

      Bachelor’s Degree, accounting & finance, Robert Morris University

    Professional and Civic Activities

    • 01

      National Tax Practitioners Society

    • 02

      Transverse Myelitis Association

    • 03

      U.S.A. Hockey, Pennsylvania District