Tax Preparation

This is the process of completing the documents for a complete income tax return. (In our case we only prepare personal income tax returns for Federal, state and local jurisdictions). We perform this service for investment and non-investment clients. While a significant majority of our returns are for Pennsylvania residents, we also have clients in New York, New Jersey, and Maine.

Integrating tax strategies should be an essential part of your financial planning. Some taxes can be delayed or accelerated and others can be addressed through tax efficient investing. Planning your tax strategies throughout the year could result in favorable outcomes at the end of the year.

Oracle Financial Group, Inc. (“Oracle”) is a registered investment adviser offering advisory services in the State of Pennsylvania and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Oracle in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Oracle, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.