Tax Preparation and Planning

Tax Planning:

Tax planning is an essential element of the individual and business tax preparation process. By making tax planning part of your overall tax strategy, you can use our Experience and access to the most current developments in the tax laws to minimize both your current and future tax liabilities. For example, It is important to analyze whether accelerating or deferring a particular transaction will result in your income being taxed at a higher or lower bracket.

Tax planning for trust, estate and gift planning matters facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other personal assets. For individuals and business owners, providing for continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

Tax Preparation: We accurately and efficiently prepare Federal/State/Local tax returns for various types of entities including:

Individual Income
Tax Returns

  • Rental Properties
  • Sole Proprietorships
  • Single Member LLCs
  • Multi State/City Income allocations and filings

Business Income
Tax Returns including:

  • S Corporations
  • Partnerships
  • C Corporations
  • Multi Member LLCs
  • Multi State Filings

Trust and Estates

  • Pennsylvania Inheritance Tax
  • Federal Gift Tax
  • Federal/State Estate Income Tax
  • Federal/State Trust Income Tax


  • Federal and State Tax Filings

& Bookkeeping

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Advisory Services

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Federal, State,
and Local Tax
Problem Situations

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