Lovepreet Buttar Financial Advisor

I am one of the most distinguished Financial & Taxation Services in Philadelphia, PA. I specialize in Financial Advisor, Estate Planning, Finance & Accounting Training, Financial Forecasts, Financial Planning, Financial statement Analysis, Investment Management, Long Term Care Insurance, Retirement Planning, Tax Consultants Services, and Tax Preparation services as a Managing Director & Principal at Mercadien, I provide compliance & consulting services to my clients including audits, reviews, compilations & tax preparation. I work closely with organizations that receive funding from federal & state governments to ensure they are compliant with the complex rules & regulations. As co-leader of Mercadien’s Nonprofit & Human Services Group, I bring over 10 years of experience in working with various nonprofit organizations, including health & human service organizations, associations, schools & private foundations. My clients value the deep knowledge I possess about matters impacting tax-exempt entities & my ability to provide practical guidance. I am passionate about helping these organizations support their constituents & achieve their mission. Whether supervising my team of staff, servicing my clients, or responding to urgent inquiries either, I am known for being thorough & calm under pressure. My collaborative nature & keen insights lend themselves to one of my favorite aspects of my job – educating & consulting with nonprofit professionals to ensure they understand & are prepared to meet any changes affecting their industry and organization.