We offer enrolled agent (EA) tax services for individuals, families, and businesses.
We prepare tax returns ranging from simple W-2 filings to complex 1099, self-employed, and small business returns – ensuring you receive every benefit you qualify for.
Jason holds a bachelor’s degree in accounting (RMU), a master’s degree in BA (Gannon University), EA status, and more than 15 years of tax preparer experience.
Enrolled agents are the only federally admitted tax professionals who specialize in taxes & have unlimited authorization to represent clients before the IRS.
New clients – Getting Started With our tax prep drop-off
Have your tax documents electronically? Use the below Dropbox link to upload them to us securely:
Schedule
An appointment via our scheduler below, call us, or simply walk-in to our office for next steps.
Tax preparation requires document drop-off and typically takes 3-5 days for entry, review, & filing.
Once finished, we’ll return your tax summary along with the federal, state, & local returns.
When dropping off taxes, we’ll collect the necessary info & documents from you, will provide a quote, & can collect payment for the service. For the best understanding of your tax situation and how we can help, we encourage newcomers to stop in at their earliest availability during tax season for filing.
If you’re new or would like to discuss changes in filing status, tax liability, deductions, or any other considerations specific to you, we recommend visiting when our EA is in the office. While available most days, we’ll provide his schedule once tax season is imminent.
If filing with a partner, both parties will need to sign.
8879 & client intake forms are also available in-office.
Upload Via Dropbox