(See Fees, below)

Tax Code


Call for your Tax Organizer and Tax Questionnaire now.

  • Annual tax return preparation & filing
  • Audit assistance for any IRS, State or Local tax inquiry on your returns that we prepared
  • Annual personalized tax plan generated from your tax return


Should I hire a CPA or an EA to do my taxes?

  • A Certified Public Accountant (CPA) is an individual who has passed the Uniform CPA Examination and who has received state certification to practice accounting and to provide advisory services to assist their clients in becoming more profitable, liquid and solvent.
  • A Certified Financial Planner™ (CFP®) refers to the certification owned and awarded by the Certified Financial Planner Board of Standards, Inc. The CFP® designation is awarded to individuals who successfully complete the CFP® Board’s initial and ongoing certification requirements.
  • An Enrolled Agent (EA) is a tax professional allowed to represent taxpayers in matters concerning the Internal Revenue Service (IRS).


Special Offer for New Clients (normally $120):
$ 69 – 1040-EZ + 1 state return (PA or NJ or DE)

$ 79 – 1040-A   + 1 state return (PA or NJ or DE)
$ 99 – 1040      + 1 state return (PA or NJ or DE)
dditional forms, schedules, and other states are extra.

Estimated_Tax_Prep_Fees   (<—- CLICK HERE)    We charge by the form for federal (IRS), state, and local returns.  As of 2015, the Internal Revenue Service website contains 896 personal tax forms.  Therefore, we cannot provide you with an online or phone quote.

HOWEVER, Let us take a look at all your forms from the prior year, and we’ll be glad to give you an estimate of what we would’ve charged for those.


We frequently charge LESS than the fees shown in the last column of: this FEES link.    

(This “older IRS schedule” does not include fees related to forms that have to do with the Affordable Healthcare Act [ObamaCare], beginning 2013, such as Forms 1095, 8959, 8960, 8962, and 8965, among others.)


Use our drop off or mail-in service:  AFTER YOU COMPLETE OUR TAX ORGANIZER, (or choose to use your own worksheets), YOU CAN DROP IT OFF, OR MAIL IT BACK WITH THE SELF-ADDRESSED ENVELOPE PROVIDED.


Free FAFSA support.
We provide you the amounts from your income tax return, so that you can prepare and complete the FAFSA application.



Need an extension?  See our Home Page.

My Best Tax Advice Ever, Part III: Make Friends With a Tax Pro by Kelly Phillips Erb, (Forbes Contributor)


Readers’ Choice Poll: Best Place To Do Your Taxes

Your Rights as a Taxpayer – The Taxpayer Bill of Rights


Retirement Planning


Checks For Less discounted office supplies:

Business Checks for Less


Tax Software:

We use ProSeries®, Intuit’s Professional Edition of Turbo Tax / Tax prep software for income tax preparation.

Have you prepared your own individual or business returns using TurboTax last year, and now seek professional help?
If so, bring your TurboTax data disk, (CD, DVD, or Flash Drive), from your last year’s return, in addition to your printouts of the last 3 years.  Click on the TurboTax logo below.


NATP logo







Intuit ProSeries Tax





Bring in your TurboTax disk from last year, if you DIY last year.





Besides the above link, see also, these TurboTax helpful links:




https://ttlc.intuit.com/questions/3402965-what-is-the-specific-file-name-with-my-2015-transferable-data-so-i-can-copy-it- to-a-new-computer




General Advice Warning
The information provided on this website is general in nature only, and does not constitute personal financial or tax advice. It may not apply to your particular circumstances, and it should not be relied upon. Consultation with a personal or financial tax advisor is recommended before acting upon this info. The information has been prepared without taking into account your personal objectives, financial situation or needs. Before acting on any information on this website you should consider the appropriateness of the information having regard to your objectives, financial situation and needs. Steve Clott can help you with this.
All statements made on this website are made in good faith and we believe they are accurate and reliable. Steve Clott, or his employees or representatives do not give any warranty as to the accuracy, reliability or completeness of information that is contained in this website, except in so far as any liability under statute cannot be excluded. Steve Clott, his employees and/or representatives do not accept any liability for any error or omission on this website or for any resulting loss or damage suffered by the recipient or any other person.
Unless otherwise specified, copyright of information provided on this website is owned by Steve Clott. You may not alter or modify this information in any way, including the removal of this copyright notice.

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