Tax Preparation & Filing

1. Personal Income Tax Returns
   • 1040 (Federal Tax Return)
   • PA40 (PA Personal Tax Return)
   • Multi-state tax return preparation
   • F-1 (Local Personal Tax Return)
2. Business Tax Returns
   • 1120 (Corporate Tax Return)
   • 1120S (Subchapter S Corporate Return)
3. Local Tax Returns
   • Multi local tax jurisdiction returns
   • City of Philadelphia Local Income Tax
   • Philadelphia Business Income & Receipts Tax Return
   • Philadelphia Net Profit Tax Return
4. Other Tax Returns
   • Payroll Tax Returns
   • Mercantile Tax Returns
   • Sales Tax Returns
   • Franchise Tax Returns

Compliance, Representation, and Additional Services

1. IRS Representation and Audit Support
   • Representing clients during government audits and responding to inquiries
   • Managing tax disputes and negotiating settlements with tax authorities

Advisory, Consulting, & Support Services

1. Bookkeeping and Accounting
   • Maintaining accurate financial records and managing day to day financial transactions
   • Account bank reconciliations, accounts receivable, and payable reconciliations
2. Business Advisory Services
   • Advising on business formation, entity selection, and restructuring for tax efficiency
   • Succession planning for business owners
3. Strategic Tax Planning
   • Developing strategies to minimize tax liabilities and optimize financial outcomes
   • Financial aid optimization and scholarship planning
4. College Planning
   • Advising on saving for educational expenses through vehicles like 529 plans and other educational savings accounts