Packages from $175
Six clear tiers — simple, family & homeowner, investor, freelancer, small business and rental.
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Tax services for individuals & small businesses
Everything you need from one trusted, local firm — accurate filing for individuals, families, freelancers, landlords and small business owners, and proactive planning for the year ahead.
Individual Tax Preparation
Personal & family tax returns
We prepare accurate federal, Pennsylvania and local income tax returns and make sure you claim every credit and deduction you qualify for — then explain the result in plain language.
- Form 1040 with all schedules
- Itemized deductions — mortgage interest, taxes & charity
- Child Tax Credit, dependent care & education credits
- Retirement income, Social Security & investment sales (dividends, capital gains, crypto)
- Prior-year & amended returns
Small Business & Self-Employed
Your business return, done right
Whether you're a sole proprietor or run a single-member LLC, we prepare your Schedule C, capture every legitimate deduction and keep your quarterly estimates on track — so your business stays compliant and organized all year.
- Schedule C returns for LLCs & sole proprietors
- Home office deduction & depreciation of business assets
- Self-employed health insurance & SEP IRA / Solo 401(k) deductions
- Quarterly estimated tax payments
- Extension filing when you need more time
Gig & Freelance Income
Side-hustle income, handled
Rideshare, delivery, freelance and contract work — 1099-NEC income comes with its own rules. We report it correctly, claim the expenses you're entitled to and make sure self-employment tax never catches you off guard.
- Uber, DoorDash, freelance & contractor income (1099-NEC)
- Mileage, supplies & other business expenses
- Self-employment tax calculated correctly
- Multiple side businesses on one return
- Bring categorized expenses (a P&L or a tidy spreadsheet) and we take it from there
Rental Property Income
Rental income without the headaches
From a single rental to a growing portfolio, we prepare your Schedule E, set up and track depreciation properly, and handle the year you sell — including depreciation recapture.
- Schedule E rental income & expenses
- Depreciation set up and tracked correctly
- Multiple properties on one return
- Property sales & depreciation recapture
- Landlords and real estate investors, in PA and beyond
Tax Planning & Strategy
Plan ahead, not just file
Proactive, year-round planning that lowers what you owe and prevents April surprises. We look at your full picture and help you make smart moves before year-end.
- Estimated tax projections & quarterly payments
- Timing income & deductions
- Retirement contribution strategies
- Year-end tax moves
- Life-change planning (marriage, home, new job, new business)
Transparent Pricing
Know the cost before we start
Situation-based packages, not hourly rates — so you know what your return will cost up front.
Federal, state & local included
Every package covers your federal return, your Pennsylvania return and your local return.
A clear quote first
You'll know the price before any work begins — no surprise invoices, ever.
Not sure what you need?
Let's figure it out together
Tell us about your situation and we'll recommend the right services — with a clear quote before any work begins.