Services
We simplify your life.
Personalized tax preparation for Pennsylvania and Delaware households and small businesses — with a secure portal, patient reviews, and no franchise markup.
Tax preparation
A personalized filing strategy for your actual life — not a one-size software interview. Federal, State, and Local.
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Personal tax
Individuals, families, retirees, and the self-employed. Credits, college planning, gifts, and a prompt e-file.
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Small business
Income tax for owners who do not have time to become their own accountant. Mileage, home office, and 1099s.
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Students & seniors
$50 student W-2 returns. $75 senior discount when a free service is not an option. Same portal, same review.
OpenNew client checklist
Prior-year return, ID, dependents, insurance, bank details. Check items off as you gather them.
OpenBusiness checklist
Mileage, inventory, expense totals, home-office square footage, and 1099s for anyone you paid over $600.
OpenReady to simplify tax season?
Open the secure portal, call, or send a note. Connie will take it from there — no franchise, no waiting room.