We offer enrolled agent tax Services for individuals, families, and small businesses.

Jason holds a bachelor’s degree in accounting from Robert Morris University, a master’s degree in business administration from Gannon University, enrolled agent status with the IRS, and 15 years of tax preparation experience.

Enrolled agents present expert level knowledge of tax code and the ability to represent their clients in front of the IRS.

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Tax Client Intake Form

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Schedule

Tax appointments are for tax dropoff and/or client intake. If you are new or would like to discuss any potential changes in filing status or tax liability, we recommend either a Monday, Wednesday, or Friday appointment – our enrolled agent is present in the office these days and can help provide additional info.

When dropping off taxes, we’ll collect the necessary info and forms from you, as well as payment for the service.