Having a simple reliable system can transform something that you hate doing into a task that it isn’t really so awful. Moving receipts out of a shoebox into a series of folders on a monthly basis will help at tax time. Even better, personal finance software enables you to monitor your spending and track your investments. We will work with you to gather all the information necessary for you to file, but we can also help you organize your finances to make it easier all year long.

Making the most of available tax deductions and credits can have a significant impact on your taxes.  Staying on top of the latest tax laws so you can take advantage of these savings is our full-time job. For example, do you know when you can deduct a portion of the cost of the new roof you put on your primary home? Are you deducting your child care expenses, health insurance premiums, and education costs?

Many couples in the Bucks County, PA area feel they are giving too much of their income to the government. They want new ways to keep that income in their pockets. Increasing retirement savings, investing in a rental property, and making charitable donations can save tax dollars. However, if you plan to employ any of these methods or others it is critical that that you fully explore your options and understand how making these changes could have consequences down the road. 

The death of a loved one can be a time of great uncertainty for a family as they process emotions and deal with significant financial issues. While we would all like for the settling of affairs and probate to be easy, it is often quite complicated. Fortunately, you don’t have to do it on your own. Our accountants partner with you, your family, and your attorneys to ensure that any issue regarding the estate tax is fully understood and properly explained. We can walk you through the entire process, from tax filing requirements, to estate administration to the final distribution of assets.