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It's tax season again: what will it cost me to get it done?

Want to know how much accountants charge to prepare income tax returns? See the new national survey results for 2013. Also, it makes sense to compare the cost of DIY services with the risk of missed deductions or errors. For some, it makes sense to do your own but at higher income levels it always makes sense to use a third party preparer. Keep in mind these are averages rates of all tax preparers in the U.S. I'd prefer to see clients spend less spent on tax preparation and more on tax strategy and financial planning so that is usually reflected in my own pricing.

Obamacare's Impact on small business

November 4, 2013 - The complete PowerPoint presentation for the New Jersey Society of Certified Public Accountants Webinar delivered November 4, 2013 to reporters and CPA members is available for reference or download.

Tax planning made easy

revised 10/28/2013 - Shrinking your personal or business  tax bill is probably easier than you realize. Tax planning is the process of systematically looking for legal ways to reduce taxes that fit into your overall financial plan. Tax planning is quite different from tax return preparation... (read more)

How to avoid the new Medicare Tax

There are two ways to avoid the new ACA Medicare tax that would otherwise cost average upper middle class taxpayer an additional $2,000 per year. The first way is to avoid triggering the tax at all. These tax strategies are most effective if planning starts well in advance. The second approach is to minimize the basis of the tax assessment after it is triggered. (more to come in a new article later this week).

"A refreshingly fresh perspective"

The feedback on an article I wrote recently on financial planning was kindly (and perhaps awkwardly) worded: "You have a refreshingly fresh perspective". If we believe that everything happens for a purpose, then I should believe that my non-traditional background and career was specifically intended to contribute to a unique financial planning perspective. Whatever the reason, I am pleased to be in a position to offer some innovative strategies to boost individual and small business accounting, financial management and business planning.


I hope that you gain some benefit from the articles that are republished here on this Web site. However, keep in mind that some strategies in earlier articles may be outdated so I urge you to call to discuss some fresh ideas toward your own tax and financial management.

Have a tax or financial question? Ask me for a no-obligation second opinion on how to improve your overall financial results.

Direct Telephone:
(610) 572-1724


QuickBooks Certified ProAdviser

Ask about personal professional and affordable help with:

  • resolving lingering tax issues and managing tax liabilities
  • protecting assets through a divorce or lawsuit
  • tax planning strategies
  • managing health care expenses and insurance for the long term
  • preparing for a family member with special needs
  • revamping stalled retirement plans
  • providing benefits to employees
  • negotiating executive benefits

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