Tax Services

There’s probably no need to tell you that tax law is a complicated affair that changes with each season. That is exactly why I take the time to explain any tax options and implications carefully so that each of my clients has a clear picture of their financial standing. I have extensive experience helping individuals and families minimize their tax liability and I can help you with all your tax planning and preparation needs. Rest assured, I continuously monitor federal, state, and local tax law changes to ensure my clients receive appropriate tax advice and control their tax liabilities. For your convenience, I offer night and weekend hours, electronic filing of returns, and direct deposit of refunds.

rwk_jess

TAX RETURN PREPARATION

I offer professional preparation of all federal, state, and local tax returns at competitive, affordable rates. My goal is to prepare your return so it is done accurately, timely and it takes advantage of all the deductions and credits you are entitled to. Additionally, if needed, I work with clients to review your prior tax years and make sure that all of your tax filings have been submitted accurately. This may include addressing issues such as missed tax filings and failure to remit liability payments.

TAX PLANNING

Careful tax planning is the most essential step in preparing my clients’ income taxes, and by minimizing taxes I strive to improve my clients’ profitability. While your unique circumstances will determine the strategies that we can employ to maximize the money you keep in your pocket, I will find the best possible strategies for reducing your tax liability within the limits of the law.

ESTATES, TRUSTS, & GIFTS

I go beyond tax preparation to help my clients prepare for the future. I offer individuals and families in the Buxmont area with a variety of valuable tax planning services including succession, estate, trust, and retirement planning. Losing a loved one is hard enough; I endeavor at all times to protect your heirs from the unneeded emotional devastation that can be caused by estate tax levies.