Individual Tax Return starting at $110

• Includes Federal, State, Local, and PA rebates
• Includes Tax Audit insurance
• Identity Theft Restoration
• $2,500 Tax Prep Guarantee of accuracy
• Remote preparation available for out-of-town students/spouses

Retirement Tax Return (generally 60 or older) starting at $165

• Includes Federal, State, Locals (if needed) and PA rebates
• Includes investment returns and next year’s estimates prepared
• Includes Tax Audit insurance
• Identity Theft Restoration
• $2,500 Tax Prep Guarantee of accuracy
• Remote preparation available for out-of-town travel/snowbirds
• Includes next year’s tax planning at tax filing time

Basic Business Tax Return (Sole Proprietor only) starting at $215

• Includes Federal, State, Locals (if needed) and PA rebates
• Includes estimated taxes prepared for 3 taxing authorities
• Includes Tax Audit insurance
• Identity Theft Restoration
• $2,500 Tax Prep Guarantee of accuracy
• Includes next year’s tax planning at tax filing time

Tax Planning (1-hour SEPARATE meeting in office) starting at $100

• Review of all income changes for the upcoming financial year
• Great for Roth Conversion tax planning
• Includes new client tax advice for upcoming year/tax estimates

Tax Planning (phone appointment) starting at $50

• Review of all income changes for the upcoming financial year
• Great for Roth Conversion tax planning
• Includes new client tax advice for upcoming year/tax estimates

Dependent Tax Return (Children and College Students) starting at $50

• Includes Federal, State and Berkheimer
• Includes Tax Audit insurance
• Identity Theft Restoration
• $2,500 Tax Prep Guarantee of accuracy
• Remote preparation available for out-of-town students

Amended Tax Returns (from another preparer) Starting at $110

• • Includes Federal, State and Local amendments if necessary

Prior Year Tax Return(s) (never filed with IRS) starting at $110

• Multiple years may be discounted

Exact Estimate of Tax Planning or Tax Return can be made after review of all documents

View my Profile.