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.

Modern Family and LGBTQ+ Services

Advisors Who Understand Your Situation

Married same-sex couples file federal and state returns the same way as any married couple. Unmarried partnerships, blended families, adoption and assisted reproduction can still raise questions a standard return doesn't answer.

We prepare returns and plan around the specifics of your family, from filing status and dependents to how you title property and how your estate plan protects your partner.

Filing Status and Dependents

Getting filing status, dependents and credits right, including for unmarried partners and blended families.

Return Preparation

Federal, state and local returns that reflect your family as it is.

Adoption and Family Building

Planning around the adoption credit and the tax questions that come with surrogacy and fertility costs.

Property and Asset Planning

Advising on how to title homes, accounts and other assets, especially for unmarried partners.

Estate Planning Coordination

Working with your attorney so wills, trusts and beneficiary designations protect your partner and family.

Frequently Asked Questions

Do same-sex married couples file differently?

No. Married same-sex couples file federal and state returns the same way as any married couple. Questions usually come up around dependents, property and estate planning.

How are unmarried partners taxed?

Each partner files separately. That affects who claims dependents, how costs for a shared home are deducted and how gifts between partners are reported, so it pays to plan ahead.

Is there a tax credit for adoption?

Yes. The federal adoption credit can offset qualified adoption expenses, subject to income limits. We help you document expenses and claim the credit in the right year.

Parent reviewing Section 530A account contribution rules and gift tax filing requirements

July 28, 2026

Trump Accounts: New IRS Gift Tax Guidance for 2026

Section 530A accounts, also known as “Trump accounts,” are available for contributions as of July 4, 2026. Created by the One Big Beautiful Bill Act, these custodial, tax-advantaged accounts can be ...

Tax Planning • Tax Compliance • Estate and Succession Planning

May 20, 2025

Step-Up in Basis: A Powerful Estate Planning Tool

Inheriting assets from a loved one can come with a significant, but often misunderstood, tax benefit known as the step-up in basis. This provision can reduce or eliminate capital gains tax on ...

Tax Planning • Real Estate and Construction • Valuation • Tax Compliance • Estate and Succession Planning • Guide

Financial Relief for Families: The Benefits of the Child Tax Credit

March 17, 2025

The Child Tax Credit: Financial Relief for Families

The Child Tax Credit (CTC) has long been a valuable tax break for families with qualifying children. Whether you’re new to claiming the credit or have benefited from it for years, staying current on ...

Tax Planning • Guide