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.
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 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.
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.
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.
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-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.
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.
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 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.
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.
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.
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.
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 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.
Our team is based in Allentown and serves individuals, families, self-employed taxpayers, and small businesses throughout the Lehigh Valley primarily by phone. We work with clients in Allentown, Bethlehem (Lehigh County), Bethlehem (Northampton County), Emmaus, Easton, and nearby Lehigh Valley communities. Limited in-person visits are available by prior arrangement only. Contact us before planning a visit — this is not a branch office.
Document delivery notice: Contact us before sending paperwork. Our document-intake system is being selected; do not email or text sensitive tax documents.
Yes. We work primarily by phone and coordinate document delivery with you. Clients in Allentown, Bethlehem, Emmaus, and other Lehigh Valley communities are welcome to contact us to discuss their situation.
Services can include federal, Pennsylvania state, and local returns. See Pennsylvania State Taxes and Local Tax Guidance for general information.
In-person service is limited. Contact us first to discuss availability before arranging a visit.
Yes. We serve clients throughout the Lehigh Valley by phone, including Bethlehem and Emmaus. Contact us to discuss your tax situation and how we can coordinate your return remotely.
We can help with the current tax year as well as prior years. If you have unfiled returns or need to address a prior-year situation, contact us to discuss your options.
We work with a range of income types including W-2 wages, 1099 income, self-employment income, rental income, investment income, and retirement distributions. Contact us to discuss your specific situation.
Contact us first before sending any paperwork. Our document-intake process is being finalized. Do not email or text sensitive tax documents — we will coordinate a secure delivery method with you directly.
Contact our team and tell us about your tax situation. We will let you know how we can help.