Income Tax Preparation

  • Filing current and prior year tax returns
  • Filing state taxes for NJ, PA & DE
  • How to respond to letters from the IRS
  • Setting up a payment plan with the IRS
  • How to obtain your IRS Tax Transcript

Retirement Income Assistance

  • How to determine what percentage of taxes to withhold on withdrawals from retirement accounts.
  • How to determine if your Social Security income will be taxable if you have other income.

Self-Employed/Independent Contractors

  • Filing Schedule C for Self-Employed Individuals.
  • Filing Schedule E for Rental Property.
  • How to calculate a Tax Deduction for your Home Office.
  • How to register your business with the State of New Jersey Department of Treasury.

Tax Deductions

During your appointment you will be asked questions to make sure you are taking advantage of all tax deductions that you are legally entitled to.  For example:

  • Deductions for adult dependents living in your home.
  • Deductions on your NJ return for taxes paid to the City of Philadelphia if you are a NJ resident.
  • Deductions for Student Loan Debt.
  • Deductions for Education Costs paid.
  • Deductions on your NJ return for Rent Paid.
  • New Jersey Veterans Deduction.
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