Tax Services

 


 Income Tax Preparation and Planning

 Tax Professionals

 

Income Tax Preparation and Planning

Our firm has prepared thousands of personal and small business tax returns for Berks County and surrounding area residents since 1999.

Professional but Affordable.

According to a recent survey performed by the National Society of Accountants, the average cost of professional tax preparation is $273. Below is an example of a basic tax return with no additional schedules prepared at our firm by an experienced tax practitioner.

  • 1040 Long Form
  • All Required State Forms (any state)
  • All Required Local Forms
  • Free Electronic Filing
  • Total Cost: $100.00!

Additional forms needed for filing are extra
No additional charges for multiple W-2s or 1099s.

$10.00 drop-off discount.
Visa, Mastercard, and Personal Checks accepted.

Done While You Wait or Drop Off.

Schedule an appointment with our office and, in most cases, a tax practitioner can complete your tax return in a private office together with you in about 45 minutes.  Arrive with your tax documents, and leave with a professionally prepared tax return.  With Electronic Filing at no additional charge, your tax return is prepared and filed with the appropriate authorities before you walk out the door!

If you can't wait, or are in no rush to file, drop off your tax return any time during office hours and a professional tax practitioner will prepare it for you and contact you to arrange pick up at your convenience. We offer a $10 discount for all drop-off returns.

Specialized Tax Services.

In addition to personal income tax return preparation, we provide a variety of additional tax related services including:

  • PA Real Estate Tax Rebate filing
  • Retirement Tax Planning including Social Security and Pension Tax Planning
  • "Windfall" tax planning such as lottery winning, inheritance, and sale of highly appreciated property

Professional Office.

Our professional and friendly office atmosphere will give you the reassurance that you're in the hands of qualified, and caring professionals.  Each tax return is prepared by a qualified tax professional in a private office outfitted with the best in modern technology.

Your Privacy is Important to Us.

We take very specific measures to safeguard your personal information in our office.  We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines.  In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.

Additionally, all of our practitioners and clerical staff sign confidentiality agreements that restrict them from discussing your private financial matters with anyone outside the staff, unless you specifically permit it.

Open Year Round.

We don't close shop just because tax season is over.  Our office is open year round to help clients with a variety of tax and financial matters including:

  • Tax Return Filing to Meet IRS Extension Deadlines
  • Prior Year Tax Return Filing
  • IRS Notification Letters
  • IRS Audit Notifications
  • Estimated Tax Payment Planning

 

**Although we do not offer corporate and partnership tax prepartion or payroll processing, we can happily refer you to a firm that does.

 

For more information or to schedule an appointment:  610-775-8733


Tax Professionals

Michael E. Hyde, CFP, EA
President; Income Tax Specialist; IRS Enrolled Agent
610-775-8733

Edward F. Merk, Jr.*
Income Tax Specialist; Executive Trainer
610-775-8733

Patricia L. Miller, RTRP*
IRS Registered Income Tax Preparer

Storie P. Conners, RTRP*
IRS Registered Income Tax Preparer

Crystal Baver, RTRP*
IRS Registered Income Tax Preparer

Administrative Staff

Nicole A. Itle, RTRP*
Office Manager, IRS Registered Income Tax Preparer
610-775-8733

Marcie Miller*
Administrative Assistant
610-775-8733

 

*Not affiliated with Royal Alliance Associates, Inc.