Individual Tax Services

Enhance your tax experience

Schreiber Accounting and Advisory makes the tax process easy and smooth. You can expect:

✔ A modern process from start to finish—The firm’s advanced platform supports a completely digital process from tax document upload to signature and filing.

✔ Customized support—The firm puts in the time needed to understand your personal tax situation to make sure you get the refund you deserve and minimize your tax burden as much as possible.

✔ Service all year—Here to support you with tax advice throughout the year - not just at tax time. You can count on the firm for strategic advice that leads to smart tax decisions all year long.

 

Includes:

✔ Tax preparation of all federal and state forms including electronic filing

✔ Secure electronic access to client records

✔ Year-round phone/email consultation - up to 30 minutes

✔ Tax Notice Protection - add on

✔ Billed when tax returns are prepared

Includes Basic, plus:

✔ Custom Tax Insights Report

✔ Estimate payment reminders

✔ Year-round phone/email consultation - up to 1.5 hours

✔ Tax Notice Protection - included

✔ Billed quarterly

Includes Standard, plus:

✔ Year-round phone/email consultation - up to 3 hours

✔ Annual tax strategy meeting

✔ Billed quarterly

 

Deciding which service is right for you

  • All plans include preparation and e-filing of all federal and state forms.

    If you’re a Pennsylvania resident, preparation of your local earned income tax (EIT) return is also included.

    All clients also enjoy electronic access to client records through the firm’s secure client portal. Upload documents and information, sign your returns, and access your returns securely, and on your schedule.

  • Switching jobs and have a question about filling out your new W-4? The Basic plan includes time for those types of questions.

    Curious about how having a baby, getting married or divorced, or starting a business might impact your tax situation? Scenario analysis and more complex tax consultations are possible in the Standard and Complete plans.

  • If you’re self-employed or own a small business, estimate reminders are included in the Standard and Complete plans to help you manage your cash flow and avoid penalties for not paying your estimated tax timely.

  • The Standard and Complete plans also include a Custom Tax Insights Report summarizing and visualizing the most important details from your returns and analyzing how they’ve changed over time.

  • Notice Protection offers you peace of mind in the event you receive a notice from the IRS or state tax authority, or experience an identity theft. If either happens, the firm will take care of responding to the notice and filing paperwork with the taxing authority to resolve the issue up to but not including the appeal process.

    Notice Protection is included in the Standard and Complete plans, and is an optional add-on to the Basic plan.

  • The Complete plan includes an Annual Tax Strategy Meeting, where we can go much deeper in analyzing your current tax situation, illustrating the impact of various scenarios, answering your more complicated tax questions, and overall helping you make informed financial decisions.

 

Tax FAQs

Can you help me pay less taxes?

Schreiber Accounting and Advisory takes the time to evaluate your specific tax situation and discuss options to legally lower your tax bill. Tax planning services include recommendations for tax-saving strategies that can help you maximize your after-tax income, investments, and gifts.

Can you help with tax preparation and planning for my business or nonprofit?

Yes, in addition to individual tax services, Schreiber Accounting and Advisory also provides business tax preparation and planning, as well as services for nonprofits.

Do I need tax planning services?

Tax planning services can be most effective for businesses, business owners, individuals with significant investments, and those in unique tax situations, but all taxpayers can benefit from careful preparation and planning. Schreiber Accounting and Advisory’s tax planning services are priced so that they are accessible to individuals and businesses in a variety of tax situations.

 

Ready to take the next step?