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, Maine and Virginia.
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.
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.