Individual Tax Services

Your Taxes, Handled

A good tax return starts long before April. We prepare federal, state and local returns and look at the decisions behind them: when to sell an investment, how to handle equity compensation and how a move or new business changes what you owe.

Clients range from employees with straightforward returns to executives, business owners and families with investments, rental properties and multistate income. You get accurate filing, planning before deadlines and a team that answers questions year-round.

Tax Preparation

Federal, state and Pennsylvania local returns, prepared accurately and filed on time.

Year-Round Tax Planning

Projections and planning conversations before year end, so there are no surprises when you file.

Investment and Capital Gains Planning

Timing sales, harvesting losses and managing the tax impact of portfolio changes.

Stock Options and Equity Compensation

Planning around ISOs, NSOs, RSUs and ESPPs, including AMT exposure and the timing of exercises and sales.

Retirement and Estate Coordination

Working with your financial advisor and attorney so your tax strategy supports your retirement and estate plans.

Learn More About Estate and Trust Planning

Estate, gift and trust tax planning for the next generation.

Learn More About Private Client Services

Tax planning and advisory for high-net-worth individuals and families.

Learn More About Modern Family and LGBTQ+ Services

Specialized tax compliance and planning for modern families, same-sex couples and LGBTQ+ individuals.

Who Is This For

Individuals and families who want accurate returns and a CPA they can call
Executives and employees with stock options or equity compensation
High-net-worth clients with investments, trusts or multi-state income
Owners of rental properties or pass-through businesses

Frequently Asked Questions

Do you prepare returns only, or plan during the year too?

Both. We prepare federal, state and local returns and plan during the year, so decisions like selling investments, exercising equity compensation or moving to a new state are made with the tax impact in view.

Can you help if I live in one state and work in another?

Yes. We prepare multi-state returns for clients with income in more than one state.

Where are your clients located?

Our office is in Media, PA. We serve individuals and families across Delaware County, Greater Philadelphia, South Jersey, Delaware and nationwide.

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