Tax Preparation

Here, at Wealth Accumulation Planning, we prepare more than 1000 tax returns annually.  We provide services to individuals including small businesses (sole-proprietorships) and rental property owners.

We complete continuing education courses to keep up to date with the tax law changes.  Our membership with the National Association of Tax Professionals (NATP) helps us keep abreast of tax code updates and other issues on the Federal and State levels.

For 2022 tax returns, the basic fee will be $170.00, This includes the Federal 1040, Schedule A (itemized deductions), Schedule B (interest & dividends) and the PA return only. Due to more stringent reporting requirements, Form 8867 (due diligence) will now have a $10 fee. There are additional charges for other forms, schedules and multi-state returns. Business & rental reporting are by estimate.