Individuals

Tax Services

  • Individual federal and state tax returns
  • Federal and state estimates
  • Projection of tax liability
  • Tax planning
  • Estate and gift tax returns
  • PA inheritance tax returns
  • Experience working with IRS and State Agencies to solve problems

Personal Cash Management

  • Preparation of checks
  • Recording checks and deposits
  • Filing paid bills
  • Bank reconciliations
  • Checkbook reconciliations
  • Monthly report of receipts, disbursements and cash balances