Both our Willow Street & Ephrata offices will be closed on Monday, May 27th, 2024.

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Tax Planning & Return Preparation

Offering a robust line of services to meet your personal and business needs

Reduce your tax burden with proactive tax strategies

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We know that reducing your tax burden is one of your top priorities. Comprehensive tax planning is the key to keeping more of your hard-earned profits. Our tax planning service provides you with a dedicated partner who works with you throughout the year to proactively recommend tax strategies that minimize current and future tax liabilities and maximize after-tax income. Through personal, one-on-one service and guidance, and we will develop a plan that is customized to your unique situation.

Whether you’re an individual, sole proprietor, or operate a multi-tiered corporation or partnership, we pledge to provide you with quality, up-to-date tax return preparation and advice. We are meticulous about remaining up-to-date on the changing tax laws, as well as to examining all the tax-saving opportunities available to you—while remaining in full compliance with IRS statutes.

To make the tax process as convenient and pain-free as possible, we provide 24/7 access to all your tax information via a secure portal on our website. Login anytime to review the documents electronically and track the status of your e-filed return.

IRS Representation

An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can bring to bear our years of tax and IRS experience to ensure you are properly represented when it matters the most. We represent you before the IRS and other tax authorities.