Individual Tax Services

Income Tax Preparation

We prepare and electronically file federal, state and local income tax returns and offer advice on the following:

  • Self-employed deductions including home office & mileage deduction rules

  • Preparation of quarterly estimated tax vouchers to cover self-employed and investment income tax payments

  • Review of education, child tax, earned income and adoption tax credits

  • Review of current payroll tax withholdings to determine if they are accurate under the new tax laws

  • Assistance with gathering necessary information to aid in securing a mortgage or other loans

IRS Representation

Getting a notice from the IRS can be stressful, even if it's a minor issue or a mistake on their part (which does happen).  We can work on your behalf to resolve issues relating to:

  • Requests for additional information with regard to tax credits

  • Requests for abatement of penalties in the case of errors made by you or a tax preparer

  • Preparation of innocent spouse relief requests

  • Preparation of offers in compromise on delinquent tax accounts

Estate Tax Returns

We not only file final personal income tax returns for a taxpayer in the year of their death, but we can work with your estate attorney to ensure all estate tax returns are prepared and filed timely and that all taxes are paid by the estate until matters are finalized and the estate is closed.

515 Blair Street, Hollidaysburg, PA  16648

7447 Admiral Peary Hwy, Ste 4, Cresson, PA  16630

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