Home / Services
Services
Everything from a single accurate return to year-round support for a growing business — handled by a federally licensed Enrolled Agent, quoted at a flat fee, and delivered remotely.
Individual Tax Preparation
Federal, state, and local returns for individuals and families.
Business Tax Preparation
Schedule C, 1065, 1120-S, and 1120 returns.
Formation, EIN & State Registration
Entity setup and tax accounts in any state.
Estate, Trust & Inheritance Tax
Form 1041, PA inheritance tax, and final returns.
IRS Representation
Audits, notices, collections, and appeals.
Tax Planning & Consulting
Projections and decisions made before year-end.
Bookkeeping & QuickBooks
Setup, cleanup, reconciliation, and training.
Payroll Services
Processing plus quarterly and annual filings.
Service 01
Individual Tax Preparation
Most people don't need a tax preparer for a single W-2. They need one when the year had something else in it — a rental property, a brokerage account with real activity, a side business, restricted stock that vested, a move between states, a divorce, an inheritance, a first year of retirement.
Those are the returns where preparation quality shows up as real money, and where software prompts stop being enough. Every return is prepared and reviewed personally, checked against prior years for anything that changed or went missing, and walked through with you before it is filed.
Commonly handled
- Form 1040 with all supporting schedules
- Investment income, capital gains, and cost-basis reconstruction
- Rental property and Schedule E, including depreciation
- Self-employment income and Schedule C
- Equity compensation — RSUs, ISOs, NQSOs, ESPP
- Multi-state and part-year resident returns
- Retirement distributions, Roth conversions, and RMDs
- Amended returns (Form 1040-X) and prior-year filings
Entity returns prepared
- Schedule C — sole proprietors and single-member LLCs
- Form 1065 — partnerships and multi-member LLCs, with K-1s
- Form 1120-S — S corporations, including basis tracking
- Form 1120 — C corporations
- Reasonable compensation analysis for S corp owners
- Depreciation, Section 179, and bonus depreciation elections
- Home office, vehicle, and accountable plan reimbursements
- State franchise, gross receipts, and local business filings
Service 02
Business Tax Preparation
A business return is only as good as the books behind it. Where the bookkeeping is clean, the work is straightforward. Where it isn't, we fix that first — because a return built on a general ledger nobody reconciled is a return that invites a notice.
The business return and the owner's personal return are prepared together, so the entity-level decisions and the personal outcome are evaluated as one picture instead of two. If you are choosing an entity type or wondering whether an S election still makes sense at your current profit level, that analysis is part of the engagement, not a separate project.
Service 03
Business Formation, EIN & State Registration
Registering a business in a new state is a sequence, not a single filing, and the order matters. The entity is formed or qualified, an EIN is obtained, state tax accounts are opened, local registrations follow, and any election carrying a deadline — an S corporation election above all — has to be made inside its window.
The step that gets skipped is almost never the formation itself. It is the withholding account nobody opened before the first paycheck, the sales tax license that was never applied for, or the S election that missed its window and cost a year of savings. Because the same office prepares the returns afterward, the registrations get set up the way the filings will need them.
This is tax and registration work, not legal work. Operating agreements, bylaws, and shareholder agreements are drafted by your attorney; we handle the filings and the tax accounts, and coordinate with counsel where the two meet.
What this covers
- EIN applications (Form SS-4) for businesses, estates, and trusts
- EIN for owners without a Social Security number or ITIN — the online application cannot process these
- LLC and corporation formation in any state
- Foreign qualification — registering an existing entity to do business in another state
- State income tax withholding and unemployment compensation accounts
- Sales and use tax licenses
- Local registrations — Pennsylvania earned income tax, LST, business privilege licenses
- S corporation elections (Form 2553), including late-election relief
- Annual and biennial report filings in every state where you are registered
- Closing an entity — final returns and deregistering the tax accounts
Two filing requirements that catch owners out
Pennsylvania now requires an annual report. Beginning in 2025 every registered entity — corporations, LLCs, LPs, LLPs, nonprofits, business trusts — files one each year. It replaced the old decennial report, so if you formed a Pennsylvania entity years ago and have heard nothing since, this is new and it applies to you.
| Entity | Filing window | Fee |
|---|---|---|
| Corporations | January 1 – June 30 | $7 |
| Limited liability companies | January 1 – September 30 | $7 |
| LPs, LLPs, business trusts | January 1 – December 31 | $7 |
| Nonprofit corporations | January 1 – June 30 | No fee |
Missing it is not a small penalty. Starting with the 2027 reports, the Department of State will administratively dissolve, cancel, or terminate an entity six months after its deadline passes — and your name protection goes with it.
Federal beneficial ownership (BOI) reporting. Domestic U.S. companies are exempt as of 2026; the requirement now reaches only foreign entities registered to do business in the United States. If you are a foreign owner setting up here, that filing still applies to you.
Current as of 2026 and summarized generally. Requirements change — ask about your own entity.
What this covers
- Decedent’s final Form 1040
- Form 1041 fiduciary income tax returns for estates and trusts
- Pennsylvania inheritance tax returns (REV-1500)
- Beneficiary Schedule K-1s and distributable net income
- Grantor and non-grantor trust returns, including ongoing annual filings
- Fiscal year elections and the Section 645 election
- Date-of-death valuations and basis step-up
- Income in respect of a decedent (IRD)
- Working alongside the estate’s attorney on tax matters
Service 04
Estate & Trust Returns and Inheritance Tax
Settling an estate is one of the few situations where a family faces several different tax returns at once, filed with different agencies, on different deadlines — and where nobody involved does this often enough to know the sequence.
There are usually three separate filings, and they are routinely confused with one another. The decedent’s final Form 1040 reports income up to the date of death. Form 1041 reports income the estate or trust earns afterward, while assets are still being administered. And in Pennsylvania, the inheritance tax return is a wholly separate obligation that has nothing to do with income at all — it is a tax on the transfer itself.
Two Pennsylvania deadlines are worth knowing before anything else: the inheritance tax return is due nine months after the date of death, and a 5% discount applies to tax paid within three months. That discount is real money and it is lost quietly — families regularly find out about it after the window has closed.
How Pennsylvania inheritance tax works
Pennsylvania is one of a small number of states that taxes inheritances, and it does so from the first dollar — there is no large exemption like the federal estate tax, which most estates never reach. The rate depends on the beneficiary’s relationship to the decedent:
| Rate | Applies to transfers to |
|---|---|
| 0% | A surviving spouse; a parent inheriting from a child aged 21 or younger; charitable organizations and government entities |
| 4.5% | Lineal heirs — children, grandchildren, and parents |
| 12% | Siblings |
| 15% | All other heirs |
The tax also reaches jointly held accounts, transfers made within a year of death, and Pennsylvania real estate owned by nonresidents. Rates and rules current as of 2026 and summarized generally; your situation should be reviewed on its facts.
Service 05
IRS Representation
An envelope from the IRS is one of the few pieces of mail that can genuinely ruin a week. Most of the fear is about not knowing — whether it's serious, whether there's a deadline, whether saying the wrong thing makes it worse.
As an Enrolled Agent, I hold unlimited practice rights before the IRS. With a signed Form 2848, the IRS deals with me instead of you: I pull your transcripts, find out what actually triggered the notice, and respond within the deadline. Most matters never require you to speak to the IRS at all.
Time matters. Nearly every notice carries a response window, and options narrow once it closes. If you have a letter in hand, send it over before you do anything else.
Matters handled
- Examinations and audits — correspondence, office, and field
- CP2000 underreporter notices and proposed assessments
- Balance-due collections, liens, and levy releases
- Installment agreements and currently-not-collectible status
- Penalty abatement — first-time abate and reasonable cause
- Unfiled returns and substitute-for-return reversals
- Appeals and CDP hearing requests
- Identity theft and fraudulent-return resolution
Planning conversations worth having
- Quarterly estimated payments sized to reality, not last year
- Entity selection and S corporation election timing
- Retirement plan choice — SEP, SIMPLE, solo 401(k)
- Roth conversion sizing within a target bracket
- Timing of equity compensation and capital gains
- Withholding adjustments to stop over- or under-paying
- Sale of a business or rental property
- Multi-year projections around a major life change
Service 06
Tax Planning & Consulting
By the time a return is being prepared, the year is over and most of the outcome is already fixed. Planning is the part of the work that actually changes the number — and it has to happen while there are still months on the calendar.
A planning engagement means running a projection on the current year, identifying the decisions still open to you, and quantifying each one. Not generic advice about maxing out an IRA: specific numbers for your situation, with the trade-offs stated plainly, so you can decide.
For business owners, this typically runs as a mid-year and a fourth-quarter check-in. For individuals with a significant one-time event — a liquidity event, a property sale, a retirement date — it's a single focused engagement well before the event, not after.
Service 07
Bookkeeping, QuickBooks & Bank Reconciliation
Bad books cost money twice: once in the extra hours it takes to produce a return from them, and again in the deductions that quietly go missing because nobody could substantiate them.
Support ranges from a one-time cleanup to ongoing monthly work. Common starting points are a QuickBooks file that was set up wrong, a chart of accounts that grew without a plan, or two years of transactions that were never categorized or reconciled against the bank.
If you would rather keep the books yourself, training is available — a working session in your own file, on your actual transactions, instead of a generic course.
What this includes
- QuickBooks Online and Desktop setup and file review
- Chart of accounts design that maps to your tax return
- Catch-up and cleanup of prior periods
- Monthly bank, credit card, and loan reconciliation
- Accounts receivable and payable maintenance
- Monthly or quarterly financial statements
- Year-end close and adjusting journal entries
- One-on-one QuickBooks training in your own file
Payroll compliance covered
- Payroll processing and direct deposit
- Federal Form 941 and Form 940 filings
- State withholding and unemployment returns
- Local and municipal wage tax filings
- Year-end W-2 and W-3 preparation and filing
- Contractor 1099-NEC preparation and W-9 tracking
- New hire reporting and registration
- Payroll tax notice resolution
Service 08
Payroll Services
Payroll is the one area of small business compliance where being late is expensive immediately. Deposit penalties accrue quickly, and trust fund liability follows the responsible person personally — it does not stay inside the entity.
Payroll is handled for small and mid-sized employers as a complete function: run the payroll, make the deposits on schedule, file every quarterly and annual return, and handle the notices if one shows up. For S corporation owners, payroll is coordinated with reasonable compensation planning so the two aren't decided independently.
Already have a payroll provider and just need the returns reviewed or a notice cleaned up? That works too.
Pricing
Flat fees, quoted before the work starts
Tax fees vary with real complexity — the number of schedules, states, and entities involved — so a published price list would be misleading. What you get instead is a specific number in writing after a short conversation, and that number holds unless the scope changes. Nothing is billed by the hour, and nothing is added at the end.
Not sure which of these you need?
That's a normal place to start. Describe the situation and you'll get a straight assessment of what it actually requires — including if the answer is "less than you think."