Tax Preparation

Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities.

Tax planning and tax returns are prepared for the following taxpayers at the federal, state and local levels:

• Individuals, Form 1040s and PA40 and other state and local returns.  For the steps on filing an amended federal income tax return please see our hypertext article entitled Amending Tax Returns with the IRS.  For a discussion of the filing requirements for federal gift tax rules and related tax strategies, please go to the hypertext article entitled Gift Tax Rules and Gift Tax Returns
• Corporations, including C corporations (Form 1120) and S corporations (Form1120S).
• LLCs (Form 1065 or on individual return if a disregarded entity)
• Partnerships, Limited Partnerships, Family Limited Partnerships filing of Form 1065
• Trusts, Fiduciary income tax returns by filing Form 1041, PA41
• Estates by filing Form 1041 and PA41 and final lifetime income tax return of decedent
• Not-for-profit organizations, Form 990s
• Charitable Trusts, including charitable remainder unitrusts or charitable lead trusts, Form 5227

Estate Tax Returns at the Federal level, Form 706

Inheritance Tax Returns at the state level, such as the Pennsylvania Inheritance Tax Return,Form REV-1500

Gift tax returns, Form 709

Retirement Plan Returns, Form 5500