As a rule of thumb, the more tax forms you have, the greater your potential benefit is of working with us. If your financial or life situation changes meaningfully, or if you need to report several sources of income, our services can help you navigate complexity. 

We typically work with high income earners who have restricted stock and / or options as part of their compensation package and need to file state returns in multiple states. Our practice has recently seen an uptick in small business owners who have one or more businesses. 

Our focus is on value, and that means we prioritize fit over volume. Our multi-level review model ensures that the CPA can go beyond just tax compliance and focus on tax planning and wealth advisory. 

Certainly! We work closely with many financial advisors and are happy to engage with them once a client consents. 

We consider the effects of multiple states in completing your tax return. We understand which states you will need to file in and prepare the return accordingly. We ensure that you are optimized for the lowest tax liability across all states in which you are obligated to file. 

Our turnaround time in getting back to clients during tax season (January – April) is typically within two business days.  

Once all your information is received, we aim to prepare your return within two weeks. We urge clients to be available during tax season for follow-up answers and clarifications to information. 

We are licensed to prepare tax returns for any state. 

Our firm is virtual. We very rarely have the need to meet with clients in person. Meetings are conducted via Zoom or phone call. Client information is provided on our secure client portal, which is also where you will receive sensitive information such as your finalized tax return. 

Yes. The firm has filed multiple Philadelphia returns. Besides, the CPA himself has an annual Philadelphia filing requirement. We are positioned to ensure you are compliant with Philadelphia tax authorities.