Services
Tax Preparation & Advisory Services
We prepare federal, state, and local tax returns for individuals, families, self-employed taxpayers, and small businesses. Every return is handled with care and attention to your specific situation.
Federal Tax Returns
We prepare federal income tax returns for individuals, families, self-employed taxpayers, and small businesses. Whether your return is straightforward or involves multiple income sources, we work through the details carefully.
Pennsylvania Tax Returns
Pennsylvania has its own income tax rules, rates, and forms. We prepare Pennsylvania state income tax returns alongside your federal return and help you understand any differences in how income is treated at the state level.
Local Tax Returns
Many Pennsylvania residents are subject to local earned income taxes. We prepare local tax returns and help you understand your local filing obligations based on where you live and work.
W-2 Income
If you receive wages reported on a W-2, we prepare your return accurately and help you identify any deductions or credits that apply to your situation.
1099 Income
Income reported on a 1099 — including freelance work, contract income, interest, dividends, and retirement distributions — requires careful handling. We prepare returns with 1099 income and help you understand what it means for your taxes.
Self-Employment
Self-employed taxpayers face unique tax obligations including self-employment tax, estimated payments, and business deductions. We prepare self-employment tax returns and help you understand your responsibilities.
Small Business Taxes
We prepare tax returns for small businesses and their owners. Whether you operate as a sole proprietor, partnership, S corporation, or LLC, we work through your business tax situation carefully.
Dependents
Claiming dependents affects your filing status, available credits, and overall tax liability. We help families navigate dependent-related rules including the Child Tax Credit, Child and Dependent Care Credit, and education credits.
Rental Income
Rental income must be reported and comes with its own set of deductions and rules. We prepare returns that include rental income and help you understand what expenses may be deductible.
Investment Income
Capital gains, dividends, and other investment income are subject to specific tax rules. We prepare returns that include investment income and help you understand how it affects your overall tax picture.
Retirement Income
Social Security benefits, pension income, IRA distributions, and 401(k) withdrawals all have tax implications. We prepare returns for retirees and help you understand how retirement income is taxed.
Prior-Year Returns
If you have unfiled returns from previous years or need to file a late return, we can help. We prepare prior-year federal, state, and local returns and help you understand your options.
Amended Returns
If a previously filed return contained an error or omission, an amended return may be needed. We prepare amended federal and state returns and help you understand the process.
Tax Planning
Tax planning involves reviewing your current situation and making informed decisions that may affect your future tax liability. We provide guidance to help clients prepare for upcoming tax years.
Not sure what you need? Contact our team and tell us about your tax situation.
Not sure what you need?
Contact our team and tell us about your tax situation. We will let you know how we can help.