Services Provided

1. Retirement Planning
2. Education Planning
3. Income Tax Preparation
4. Income Tax Planning
5. General Accounting Services
6. Life Insurance

RETIREMENT PLANNING

We attempt to make retirement planning simple and to the point. How much do you spend today? How much will you need at retirement? Where will the income stream come from?

We use reasonable assumptions regarding inflation and rates of return to calculate your needs and the needs of your family in order to make your retirement easy and understandable.

For a listing of all the companies with whom we are affiliated, Click here.

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EDUCATION PLANNING

Planning for your children's education is as important as planning for your own retirement. With escalating tuition, it is never too early to save for your children's education.

529 Plans offer you a safe savings vehicle to help pay for your children's education. The earnings are tax free when used for college expenses, 529 Plans avoid inheritance tax from the Federal and State governments, 529 Plans have a high contribution limits ($125,000/year)

Continuing in 2007, you can receive a tax deduction for contributions to a Pennsylvania 529 Plan.

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INCOME TAX PREPARATION

What started out as a part time job for one person thirty-four years ago has evolved into a company with nearly 1500 tax clients and eight tax preparers.
 

We offer year round assistance in the following areas:

Individual Returns (Federal, State, and Local Tax)
Fiduciary Returns (Estate Tax Returns)
Pennsylvania Inheritance Tax Returns
Federal Gift and Estate Returns
All Payroll Quarterly Reports

Click here for websites that may help you find information and forms from the Federal government, the state of Pennsylvania, and several local municipalities in Pennsylvania.

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INCOME TAX PLANNING

When various life events happen and/or employment status changes occur there generally is a tax consequence.  We have years of experience dealing with nearly every scenario that an individual would need our help in planning or resolving a tax issue.

The following situations are just a few areas where tax planning and our help would be beneficial:

Purchase/Sale of rental property, business, or farm
Purchase/Sale of stocks, bonds, or mutual funds
Distributions from retirement account or annuities
Investing of inheritance or other windfalls & lump sums
Collecting Social Security checks
Refinancing to a significantly lower mortgage rate
Children enrolling in college (College Tax Credit)
Children reaching age 17 during the calendar year
Shift of income (increasing and decreasing)
Spouse entering the workforce

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GENERAL ACCOUNTING SERVICES

Starting up and maintaining a small business can be more work than first anticipated.  There are many areas that need to be addressed
before you can start your own business, as well as areas that need
constant attention. 

The following are areas that we have knowledge and resources to help you get your business up and running and maintaining the business:

Small business set up (EIN #'s, State & Local registration)
Employer / Employee payroll
Wage Tax Statements (W-2's & 1099's)
Sales Tax (Monthly, Quarterly, & Annual
Tire & Use Tax
Profit and Loss Statements
FAFSA Forms

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LIFE INSURANCE

Protecting your family from the financial burdens that arise from the loss of an income-producing member is an extremely important part of financial planning.

There are several different types of policies; there is a policy for every individual and every financial situation. 

Our agents have years of experience and will take the time to address all the needs that individuals may face in the event of an unexpected death.

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