We want our clients to be as educated as we are about their finances.
Review the recommended links below to access often-requested services
Federal Resources
- Internal Revenue Service – An online resource to find the latest in tax law.
- U.S. Treasury Department – Get the latest government-issued press releases and other national budget/economy details.
- Small Business Administration – Business resource available for small business research.
- Federal Department of Labor – Resource for the current labor laws and workers’ rights.
- Social Security – The Official Website of the U.S. Social Security Administration.
- Track the Status of Your Refund: IRS
State Resources
- Pennsylvania Department of Revenue – The department is responsible for collecting Personal Income Tax, Sales and Use Tax, all corporate taxes, Inheritance Tax, Realty Transfer Tax, Motor and Alternative Fuel Taxes and all other state taxes.
- Pennsylvania Tax Hub (myPATH) – Register for an account, file returns, pay balances, and manage your account online. You will also be able to review correspondence received from the department, submit correspondence, track refunds, as well as communicate electronically with department representatives.
- Pennsylvania Department of Labor & Industry – An online resource for Pennsylvania employment requirements.
Local Resources
- Lancaster County Tax Collection Bureau – An online resource for Lancaster County personal and employer information.
- York Adams Tax Bureau
- Keystone Collections Group
- Berkheimer Tax Innovations
Online Tax Payments
- EFTPS – Allows you to pay business & individual taxes (including quarterly estimates) electronically.
- Pay Federal Taxes (IRS) – Pay with your bank account for free, or choose an approved payment processor to pay by credit or debit card for a fee. Also available at the IRS2Go app.
- ACI Payments – Allows you to pay your federal, state, local, and education taxes electronically.
Client Documents
- Client Tax Organizer – A checklist to help you prepare your tax return for the year.
- Form W-4 – Form to be provided to your employer to have the correct federal income tax withheld from your pay.
Financial Resources
- CPAs vs Accountants
- Elder Fraud Alert
- Financial Checklist
- Living and Working in Different States
- Making the Most Out of Your Retirement
- Pennsylvania State Taxes
- Planning for a Long Retirement
- Protecting Your Investments from Fraud
- Saving for College
- Talking to Your Aging Parents About Money
- Tax Reform for Individuals
- Top 10 Reasons to Hire a CPA
- Your Information & Privacy