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Personal Income Tax Service

Now Offering Fully Remote Personal Income Tax Services

Laurie Dunne, CPA, provides personal income tax preparation throughout Pennsylvania using a convenient remote process.

You get the expertise of an experienced Pennsylvania CPA with the convenience of handling the entire process from home. Documents are shared securely using a portal; correspondence is exchanged via email or the portal; and returns are professionally prepared and reviewed by you before being filed electronically.

Do You Need a Tax Professional?

Once your income extends beyond a straightforward W-2, your return can quickly become more complicated.

Online tax preparation tax software can assist you in preparing your taxes but relies on you to provide it with all your information.  If you forget to include any source of income on your return, you could be subject to underpayment penalties.  Using an experienced tax professional can help you avoid common mistakes in preparing your taxes.

Your tax return may become more complicated when you:

  • Earn income from a side business
  • Work as a freelancer or independent contractor
  • Earn money through online sales or social media
  • Own stocks, bonds, other investments or foreign assets
  • Buy, sell or receive cryptocurrency
  • Own a rental property
  • Inherit money or real estate
  • Experience a major change in income
  • Have children
  • Experience a major life change such as marriage, divorce or retirement

Who I Help

I work with individuals and married couples with many different combinations of employment, business, and investment income.

That includes traditional W2 employees, retirees and individuals receiving investment income, as well as freelancers, independent contractors, and people earning income from a part-time business or side hustle.

Claiming Business Income on your Personal Tax Return

One of the most common areas of confusion is where “personal taxes” end and “business taxes” begin.

For many self-employed or small business owners, they’re closely connected.

If you’re a sole proprietor or operate a single-member LLC, your business income is typically reported on Schedule C as part of your individual tax return.

If you’re a partner, shareholder or beneficiary of certain businesses, trusts or estates, you may receive a Schedule K-1 reporting income that ultimately becomes part of your personal return.

This is where professional guidance on your personal income tax return becomes especially valuable.

I help clients properly report any net business income on their personal return and identify commonly overlooked deductions that are available when you earn income outside of a traditional paycheck.

Personal income tax services may include:

  • Federal individual income tax returns
  • Pennsylvania personal income tax returns
  • Guidance on federal and Pennsylvania quarterly estimated tax payments
  • Tax return extension requests
  • Review of a recently prepared tax return
  • Amended federal and Pennsylvania tax returns
  • Assistance addressing delinquent or previously unfiled personal tax returns
  • Personal returns involving Schedule C business income
  • Returns involving K-1 income
  • Returns involving rental and investment income

If you’re unsure whether your situation falls under personal or business tax preparation, just ask. I’ll help you determine what type of service you need.

A Tax Professional Who Can Grow With You

Experience matters. John J. Heck & Associates has been serving clients since the 1980’s.  We proudly continue the tradition of the founding member, John Heck, and do our best to provide exceptional service at a fair price.

How Virtual Tax Preparation Works

There’s no need for us to sit across a desk from each other to prepare your taxes.

Intake

We’ll start with a call to discuss your needs and a list of documentation that I’ll need. We will discuss my estimated fee at this time.

Send Documents

I’ll provide a link to my secure online portal where you can upload digital copies of the necessary documents. If you prefer paper, you may mail your documents to my business address.

Tax Return Completion

I’ll request any additional documentation or clarification if needed and draft the federal and Pennsylvania returns. If you have a local filing requirement, I can assist in preparing your local tax return also.

Review

I’ll send your returns through the secure portal so that you can review and ask questions before anything is filed.

Electronic Filing

Once you’ve approved the returns and your fee has been paid, I’ll electronically file your federal and state return.

Ready to Hand Your Taxes Over to a Professional?

If you’re tired of preparing your return yourself, your financial situation became more complicated this year, or you simply want the reassurance of having an experienced Pennsylvania CPA prepare your taxes, let’s talk.

You don’t have to live nearby. Personal income tax preparation is available virtually to clients throughout Pennsylvania. We also prepare returns for clients who reside outside of Pennsylvania.

Contact Laurie at laurie@johnheckcpa.com to get started with your personal income tax return.

FREQUENTLY ASKED QUESTIONS

How Much Does Personal Tax Preparation Cost?

It depends on various factors.

Fees depend on the complexity of your return and the time it takes to complete the schedules and forms required.  If you are a new client, the fees are generally higher in the first year because we need to set you up in the tax software and enter all your tax data so we can e-file your tax return.

Payment can be made by personal check or ACH transfer into our Firm Checking Account.

Do you prepare Local Earned Income Tax Returns?

Yes

Do you prepare quarterly estimated tax payments on behalf of clients?

Yes

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