Question 1

How much does tax preparation cost in Justus, PA?

Accepted Answer

Our tax preparation fees depend on the complexity of your return, starting with simple personal returns and scaling up for business filings or more complex situations. We provide upfront pricing during your consultation, so there are no surprises.Most clients find our fees are easily offset by the additional deductions and credits we identify. We often save clients more in taxes than they pay in preparation fees.We also offer payment plans if needed, because we believe everyone deserves professional tax help regardless of their current financial situation.

Question 2

What documents do I need for tax preparation?

Accepted Answer

Bring all your tax documents including W-2s, 1099s, investment statements, receipts for deductible expenses, and last year's tax return. If you're self-employed, include profit and loss statements and business expense records.Don't worry if you're missing something - we'll help you track down any missing forms. We can often obtain W-2s and 1099s directly from the IRS if employers haven't provided them.For small business owners, we'll also need bank statements, receipts for business expenses, mileage logs, and any equipment purchase records. The more organized your records, the smoother the process.

Question 3

Can you help with Pennsylvania state tax issues?

Accepted Answer

Absolutely. We handle both federal and Pennsylvania state tax preparation, including the complexities of local municipal taxes that many Wayne County residents face. Pennsylvania's tax system can be particularly challenging with multiple overlapping jurisdictions.We stay current on all Pennsylvania tax law changes, including recent updates to corporate tax rates and small business regulations. This expertise ensures you're fully compliant at every level.If you have existing state tax problems like unpaid balances or audit notices, we can help resolve those issues while preparing your current year returns.

Question 4

Do you offer year-round tax services or just seasonal help?

Accepted Answer

We provide year-round tax services from our Lake Ariel office, not just seasonal help. Tax planning, quarterly estimate calculations, and resolving IRS notices don't stop when April ends.Many of our clients benefit from mid-year tax planning sessions, especially small business owners who need to make quarterly payments. We help you avoid underpayment penalties and plan for year-end tax moves.If you receive IRS correspondence or need to file amended returns, we're available throughout the year to handle these situations promptly.

Question 5

What makes your tax preparation different from chain services?

Accepted Answer

Unlike national chains that rotate seasonal staff, you work with the same experienced professionals who understand your specific situation year after year. We build relationships, not just process forms.Our preparers live and work in Wayne County, so we understand local tax issues that out-of-state preparers might miss. We know which deductions matter most to Pennsylvania residents and small business owners.We also provide ongoing support after filing. If questions arise or you need help with IRS correspondence, you can reach the same person who prepared your return, not a call center.

Question 6

Can you help if I haven't filed taxes in several years?

Accepted Answer

Yes, we specialize in helping people catch up on unfiled returns. Many clients come to us stressed about years of unfiled taxes, and we walk them through the process step by step.We'll prepare all your back returns and help negotiate with the IRS if you owe money. Often, people owe less than they feared, and sometimes they're actually due refunds they never claimed.The key is addressing unfiled returns before the IRS takes action. We can often prevent or resolve wage garnishments, bank levies, and other collection activities while getting you back into compliance.

Tax Preparation Justus, PA