Frequently Asked Questions

FAQs

Click the question to find an answer to our most commonly asked questions.

  • Yes! Our locked mailbox is to the right of our front door. We check it every morning.

  • The IRS announced that taxpayers must file and pay their income taxes until April 15, 2024 or request a 6-month extension.

  • No. Drop off services only! Please use one of three methods: drop off tax documents at our office, mail documents via USPS, or email them as one pdf document to your tax preparer.

  • Payment of our fee is expected when you come to sign your completed returns. We will not e-file returns until payment has been made. We gladly accept Mastercard/Visa, cash, personal checks, and debit cards.

Other Resources

  • Client Tax Organizer

    This Client Tax Organizer is designed to help you identify the information needed to prepare your tax returns. To view or print this PDF form, click here. When you visit our office, you will be confident that you have all of your paperwork in order.

  • Social Security Online

    The Official Website of the United States Social Security Administration.

  • Internal Revenue Service

    United States Department of the Treasury.

  • Taxpayer Advocate Service

    TAS is an independent organization within the IRS whose employees assist taxpayers.

  • Pennsylvania Department of Revenue

    Please allow 8-10 weeks for processing and PA refunds.

  • State of New Jersey Division of Taxation

    Please allow 4-6 weeks for processing and NJ refunds. NJ Division Of Taxation customer service 609-292-6400.

  • City of Philadelphia

    The Official Website for the city of Philadelphia.

  • Berkheimer Tax Administrator

    Local tax jurisdictions.

  • Keystone Collections Group

    Local tax jurisdictions.