What we prepare
We prepare federal and state income tax returns for individuals, couples and families. Some clients have a single W-2. Others have rental property, a side business, investments, or income from more than one state or country. We handle the simple returns as carefully as the complicated ones.
- Federal Form 1040 and state returns, including Pennsylvania
- Wage, self-employment, retirement and investment income
- Rental property income and expenses
- Itemized deductions, education credits and child-related credits
- Prior-year and amended returns
- Extensions when you need more time to gather documents
Clients outside Pennsylvania and abroad
You don't have to live near our Feasterville office to work with us. Many clients send their documents through our secure client portal and talk with us by phone or email. If you live outside the U.S. or have bank accounts or income in another country, tell us at the start. Those situations come with extra reporting rules, and we'll ask the right questions before anything is filed.
How it works
Call or email us and tell us what changed this year: a new job, a move, a new baby, a home purchase, a business. We'll send you a list of the documents we need. Once we have them, we review everything, ask about anything that looks unclear, prepare the return, and walk you through the result before it's filed.
If you have a balance due, we'll explain why and what you can do about it next year. That's where tax planning comes in.
What to bring
- Last year's tax return (if we didn't prepare it)
- W-2s, 1099s and any other income statements
- Records for deductions: mortgage interest, property tax, charitable gifts, medical expenses
- Childcare and education expenses
- Any letters you received from the IRS or your state
Frequently asked questions
Do I need to visit the office to have my taxes done?
No. You're welcome to come to our office at 383 East Street Rd in Feasterville, PA, but many clients work with us entirely by phone, email and our secure client portal.
Can you prepare my state return too?
Yes. We prepare state returns along with your federal return, including Pennsylvania and other states where you lived or earned income.
What if I'm missing a document?
Send what you have and tell us what's missing. We can often tell you exactly where to find it, or file an extension so you have more time without a late-filing penalty.