Personal Taxes

Our Personal Tax Services

Let One Of Our Experienced Accountants Help Guide You

For many people the approach of April 15 brings anxiety and dread, but we genuinely like preparing your taxes and even more, we LOVE to help people. We do all we can to lower your stress level and help you minimize your taxes, stay organized, file correctly and on time. We excel in communicating the most complicated situation in terms that make sense to you.

Systems Designed For You

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.


Don't Pay More Than You Have To Pay

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?


Understanding Your Special Situation

There are usually very specific conditions for correctly claiming tax deductions or credits. For instance, if you have student loan interest you may be able to deduct it from your tax return but only if you meet certain requirements. Another great example is a home office – if you work out of your home what can you deduct and, more importantly, should you deduct your home office? We can provide the guidance for you to make the right decision.

Tax Planning

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. 

Filing Of Returns

Filing your federal, state, and local returns can be confusing, time-consuming and an all-around unpleasant experience. When you think about how much tax laws can change year-to-year and the amount of information you must gather and report correctly, you are probably wondering “why am I still doing this myself?” Our accountants are happy to show you that there is a better way. They will ensure that your forms are filled out correctly and, just as importantly, on time.


Trusts are valuable instruments to transfer assets tax-efficiently and for many years to come according to your instructions. In return for these and other benefits, there are costs and regular reporting requirements associated with maintaining a trust. Trusts must follow strict guidelines for making disbursements to beneficiaries and reporting income. Our staff is qualified to assist you in all aspects of trust administration including the filing of fiduciary income tax returns.


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.

“Save your money, pay your taxes, it doesn’t last forever.” – Stone Cold Steve Austin

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