# Great Valley Tax & Financial Services

> Great Valley Tax & Financial Services is a state-registered investment advisory firm, registered since 2026, with no regulatory assets under management reported in its Form ADV filing dated January 6, 2026.

- CRD: 339647
- Filed as: GREAT VALLEY TAX & FINANCIAL SERVICES
- Legal name: Cieslinski, Alev Suer
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Pennsylvania
- Filing period: October 2026
- Form ADV filing dated: January 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/339647
- AdvisorCensus page: https://advisorcensus.com/firm/great-valley-tax-and-financial-services-339647

## Quick answers

**How is Great Valley Tax & Financial Services compensated?**
On its Form ADV (Item 5.E, October 2026), Great Valley Tax & Financial Services reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Great Valley Tax & Financial Services registered with the SEC or a state?**
Great Valley Tax & Financial Services is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 339647.

**Does Great Valley Tax & Financial Services report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/339647

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services
- Other

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- greatvalleytax.com
- Instagram @greatvalleytax
- LinkedIn @greatvalleytax

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Great Valley Tax & Financial Services (CRD 339647): Form ADV filing data as of October 2026.