Our Affiliations


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

Businesses - 2023

pdfBusiness and Payroll Update

Individuals - 2023

pdf Individual Letter

pdf Summary of Tax Changes

pdf Individual Tax Checklist

pdf Individual Tax Return Engagement Letter (Page 1)

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

pdf Individual Tax Questionnaire

pdf Social Security Fact Sheet 2023

pdf Information Disclosure Authorization

pdf PA Residency Certification Form (Local Earned Income Tax Withholding)