Tax Services

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

Professional and Affordable.

According to a recent survey performed by the National Society of Accountants, the average cost of a simple 1040 return prepared by a professional is $220. Below is an example of a simple tax return with no additional schedules prepared at our firm by an experienced tax practitioner.

  • 1040 Long Form
  • All Required Forms for 1 State and 1 Local Return
  • Electronic Filing
  • Total Cost: $125.00

*Additional Federal forms needed for filing are charged on a "per-form" basis. 

$10 drop-off discount and a $10 Senior Discount (cannot be combined).

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 an hour.  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



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Check the background of this financial professional on FINRA's BrokerCheck