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

Businesses - 2023

Business and Payroll Update

Individuals - 2023

Individual Letter

Summary of Tax Changes

Individual Tax Checklist

Individual Tax Return Engagement Letter (Page 1)

Individual Tax Return Engagement Letter (Pages 2,3,4)

Individual Tax Questionnaire

Social Security Fact Sheet 2023

Information Disclosure Authorization

PA Residency Certification Form (Local Earned Income Tax Withholding)