Our Affiliations

aicpa picpa

403 West 10th Street
Erie, PA 16502
phone (814) 454-6317
fax (814) 454-5421
email us

Tax Services

Minimization of tax obligations is achieved by our knowledge of the tax regulations, constant monitoring and training in tax laws and regulations and integration of services.

Integration of services requires communication between clients and tax consultants. We integrate accounting, management consulting and clients future plans to manage taxes and effectively plan for your future needs.

Our Tax Compliance and Consulting Services

  • Personal, Partnerships, Corporate and Not for Profit Tax Return Preparation
  • Tax Audit Representation at Federal, State and Local Level
  • Tax Planning and Consulting
    • Corporate
    • Partnership
    • Individual
  • Team Member Planning Regarding
    • Employee Benefit Planning
    • Retirement Planning
    • Personal Financial Planning
    • Succession Planning

pdf IRS Reminds Taxpayers of Refund Delays in 2017

pdf Individual Tax Checklist

pdf Information Disclosure Authorization

pdf 2016 Individual Tax Return Engagement Letter

pdf 2016 Summary of Tax Changes

pdf 2016 Business and Payroll Update

pdf 2016 Individual Tax Questionnaire

pdf Local Residency Certification Form

pdf Social Security Changes for 2017

pdf Affordable Care Act Client Checklist

pdf How the Affordable Care Act Impacts Your Taxes

pdf ACA – Summary of Provisions for Small Businesses

pdf 2016 Year-End Tax Planning for Business

pdf 2016 Year-End Tax Planning for Individuals