Tax Advisory

Thank you for allowing us to serve your financial planning needs. It has been a privilege to offer our tax services to our loyal clients. We are pleased to announce that Jim Heary will return this year to prepare all 2018 tax returns. Jim is a Certified Public Accountant with past tax experience at the Internal Revenue Service as a Revenue Agent and as a Tax Specialist with various firms.

A Note Regarding The 2018 Tax Season:

Due to the high volume of tax returns our Tax Advisory processes, we will no longer be offering tax appointments during the 2018 tax season. All tax clients will be moved to mail-in status. Our process will remain the same – you’ll receive your envelope in January; Jim Heary will process your return; but instead of coming into the office, Jim will call you to review your return and answer any questions you have. We’ll then UPS all of your documentation to you and provide a return envelope for the forms that require your signature. If you wish, you can stop in the office and sign your forms at the front desk instead. We are confident this will make our process much more efficient and shorten our turnaround time.

We still want to see you for your annual review. However, now it doesn’t have to be during tax season. You’re welcome to schedule at the time of year that works best for you. We appreciate your flexibility and Jim looks forward to working with you again next tax season. As always, you can feel free to let us know any questions or concerns you have. Thank you! 

If you have any questions, or would like further information, please call our office at (215)513-4330.

Click here for a 2016 Tax Return Fee Schedule

Click here for a Sample of Tax Documents Needed to Prepare an Accurate Return

Click here for Frequently Asked Questions

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NPC does not provide tax advice.

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