Frequently Asked Questions

Yes! We welcome new individual and business clients throughout the year. Whether you're filing taxes for the first time, own a small business, or need assistance with a complex return, we're here to help.

We provide a full range of tax and financial services, including: Individual tax returns, Self-employed and independent contractor tax returns, Small business tax returns, LLC, partnership, S-Corporation, and C-Corporation tax returns, Trust and estate tax returns, Nonprofit organization tax returns, Federal, state, and local tax returns, Prior-year tax returns, Amended tax returns, Tax planning, Quarterly estimated tax calculations, Bookkeeping, Payroll services, IRS notices and tax resolution assistance.

Yes. We offer a complimentary consultation to discuss your tax situation, answer your questions, and explain how we can help. This allows us to understand your needs before preparing your return.

Appointments are recommended, especially during tax season, to ensure we can dedicate enough time to your return. We also welcome walk-in clients when availability permits. Appointments can be made online or by calling 215-785-4263.

We offer in-person appointments, phone consultations, video appointments, and secure online document exchange. Choose the option that works best for you.

We understand that unexpected situations arise. If you need to reschedule your appointment, we kindly ask that you provide at least 24 hours' notice whenever possible. This allows us to offer your appointment time to another client. If you miss your appointment or need to make a last-minute change, we'll do our best to accommodate you and find the next available appointment. While we cannot guarantee immediate availability during the busy tax season, we'll work with you to get your appointment rescheduled as quickly as possible.

Our fees depend on the complexity of your tax return and the services you need. After reviewing your situation, we'll provide a clear, upfront estimate before beginning any work. Our pricing is fair, transparent, and based on your individual tax situation. Because no two tax returns are exactly alike, our fees are determined by the complexity of your return, the forms required, and the amount of time needed to prepare it accurately. We'll discuss our pricing with you before we begin so there are no surprises.  

Our pricing is based on factors such as type of tax return, number of tax forms required, business income, investments, rental properties,self-employment income, and additional schedules or tax planning services.

Absolutely not! We believe in transparent pricing. You'll know your fees before your return is completed, and we never charge hidden or unexpected fees.

Yes, depending on the products available during the filing season and your eligibility, you may have the option to have your preparation fee deducted from your tax refund. Additional fees are required for bank applications and processing.

Tax preparation fees are due at the time services are rendered, meaning payment is required once your tax return has been prepared and is ready for review and filing. Your return will not be electronically filed or released until full payment for tax preparation services has been completed. Please note that tax preparation fees are separate from any taxes owed. Any payments due to the IRS, state, or local tax authorities are not included in our service fees. If your return shows a balance due, it is your responsibility as the taxpayer to pay those amounts directly to the appropriate taxing agency by their required deadlines. We will always provide a clear explanation of both your tax preparation fee and any tax liability so you know exactly what is owed and to whom before filing.

Common documents include government-issued photo ID, IRS PTIN ID, social security cards (or ITIN documentation), W-2 forms, last paycheck of filing year, 1099 forms, mortgage interest statements, property tax records, investment statements, retirement income documents, childcare expenses, education expenses, medical expenses (when applicable), business income and expense records, and any IRS or state tax notices.

Yes. We offer a secure document upload portal so you can safely submit your tax documents from anywhere.

Most scheduled appointments last approximately one hour, although more complex returns may require additional time. Returns submitted electronically or dropped off are generally completed within a few business days after all required documents have been received. During peak tax season, turnaround times may be longer.

Absolutely. We can review previously prepared returns to identify errors, missed deductions or credits, and determine whether an amended return may be beneficial. 

Yes! Many of our clients are first-time tax preparation customers. We'll guide you through the process, explain everything clearly, and make filing your taxes as simple as possible.

Once we review your tax documents, we can provide an estimate of your refund or any taxes owed. Since every tax situation is unique, we cannot accurately estimate your refund before reviewing your information.

Our goal is to ensure you receive every deduction and tax credit you're legally entitled to while remaining fully compliant with IRS regulations.

Once your return has been electronically filed, you can check the status of your federal refund using the IRS "Where's My Refund?" tool or contact our office for an update. To check the status of a state return, you will need to check the individual state return websites.

After your return has been accepted by the IRS, most taxpayers can track their refund online through the IRS refund tracker. We'll also answer any questions you have about your refund status.

Most electronically filed returns with direct deposit are processed within approximately 21 days after IRS acceptance, although actual timing depends on IRS processing and individual circumstances.

Yes. We electronically file federal and state tax returns whenever eligible, allowing for faster processing and confirmation of receipt.

If your federal and state tax returns are eligible for electronic filing (e-file), you will need to review and sign the required authorization forms before your return can be electronically submitted. Payment for services rendered is also due at that time. If your federal or state tax returns must be mailed, you will need to sign the tax return and mail it to the appropriate IRS or state tax agency. It is your responsibility to mail the return to ensure it is received by the appropriate taxing authority. We recommend mailing your return using a service that provides tracking or proof of delivery. Local tax returns typically cannot be electronically filed. They must be signed by the taxpayer and mailed to the appropriate local tax authority, along with any required payment, if applicable. If you owe taxes, be sure to submit any required payment by the filing deadline to avoid penalties and interest. If you're expecting a refund, you can monitor its status after your return has been accepted and processed. If you have any questions after your return is filed, we're happy to assist you throughout the year.

If your electronically filed return is rejected, we'll explain the reason, correct any eligible errors, and resubmit the return at no additional charge when appropriate.

Every taxpayer's situation is different. We'll review your income, family situation, education, homeownership, retirement, and other factors to identify all credits and deductions for which you qualify.

Bring all of your 1099 forms to your appointment. Depending on the type of income reported, additional forms or business expense documentation may be needed.

Sales of homes, stocks, mutual funds, and other investments may create taxable gains or losses. We'll calculate the proper tax treatment and determine whether any exclusions or deductions apply.

Yes. We prepare returns involving Social Security benefits, pensions, IRAs, 401(k) distributions, annuities, and other retirement income while helping minimize taxes where possible.

Yes. We prepare returns involving dividends, interest, capital gains, cryptocurrency, brokerage accounts, and other investment income.

Absolutely. We help rental property owners report income, depreciation, expenses, and other allowable deductions.

Yes. We work with freelancers, independent contractors, gig workers, consultants, and sole proprietors to maximize eligible deductions and maintain compliance.

Yes. We prepare tax returns for: Sole Proprietorships, LLCs, Partnerships, S Corporations, and C Corporations.

We calculate estimated tax payments to help you avoid penalties and stay on track throughout the year.

Absolutely. We'll help you organize your financial records, identify deductible expenses, and establish good recordkeeping practices.

We do offer bookkeeping, payroll processing, payroll tax reporting, and ongoing financial support for small businesses.

Yes. We provide proactive tax planning throughout the year to help reduce your tax liability while supporting your long-term business goals.

Starting a business involves important tax responsibilities. We can help you understand recordkeeping requirements, estimated tax payments, deductible expenses, entity selection, and tax planning strategies.

Don't worry, we'll walk you through the process. We'll determine what returns need to be filed and help you become compliant with IRS requirements.

Yes. We prepare prior-year tax returns and help you catch up if you've missed one or more filing deadlines.

We can help you get back on track by preparing delinquent returns, addressing IRS requirements, and creating a plan to resolve outstanding tax issues.

Yes. We prepare multi-state tax returns and determine which states require filing based on your residency and income.

Yes. We'll explain your options, including payment plans, installment agreements, and other IRS programs that may be available.

We help clients resolve unpaid taxes by filing missing returns, reviewing balances due, and developing a strategy to address outstanding tax obligations.

 Absolutely. Bring us the notice, and we'll explain what it means, review your situation, and help determine the appropriate response.

 If representation services are available through our office, we can assist with IRS correspondence and certain tax matters. We'll discuss the level of representation appropriate for your situation.

Filing your return on time is still important, even if you cannot pay immediately. We can help you explore payment options, installment agreements, or other available solutions.

If changes need to be made after your return has been filed, we can prepare and submit an amended return. Additional charges may apply.