About this service
We prepare your federal return (Form 1040) and your state and local returns, check them for credits and deductions you qualify for, and e-file them once you have reviewed and signed.
Bring your documents to the office, or upload them in the client portal and we work from there.
What's included
- Federal Form 1040 and the schedules you need
- Pennsylvania state return and local earned income tax return
- Credits such as the Earned Income and Child Tax Credits, when you qualify
- Electronic filing, with direct deposit of any refund
- A copy of your return for your records
How it works
Book or buy online
Pick a time at the office, by phone or by video, or buy a package and pay online.
Share your documents
Bring them to your appointment or upload them securely in the client portal.
We prepare it
Your preparer does the work and goes through the result with you.
You sign, we file
Once you approve, we file electronically and you keep a copy.
Who it's for
- Employees with W-2s
- Families claiming dependents
- Retirees with Social Security, pensions or IRA income
- Anyone with income from more than one state (each extra state is priced separately)
What to bring
- A photo ID
- Every tax form you received (W-2, 1099, 1098 and the like)
- Last year's return, if we did not prepare it
- Social Security numbers and dates of birth for everyone on the return
- Your bank's routing and account number, for a direct-deposit refund
Questions
How long does it take?
Most returns are ready the same week we have all your documents. Rush filing is available as an add-on.
Is the price fixed?
The starting price covers a typical return. If yours needs more, such as rental property or a business, we tell you the price before doing the work.
