Personal tax

Reliable help preparing and filing your personal income taxes.

Services geared for individuals and families, small-business owners, retirees, and the self-employed — with current federal and state law in mind.

What distinguishes this practice

Dedication to accuracy, a secure portal, and someone who will actually read your documents. After an in-depth consultation, Connie builds a plan around your year:

Comprehensive review of tax and related documents
Rapid electronic filing and prompt refunds
Informed application of personal income exemptions
College planning conversations
Personal retirement planning
Gift tax reporting when it applies

The goal is tax savings and clearer cash flow, so Reading-area clients can set financial goals and actually reach them.

Ready to simplify tax season?

Open the secure portal, call, or send a note. Connie will take it from there — no franchise, no waiting room.

Open the portal Contact Connie