Taxes

• Tax Planning
  WE PROVIDE YEAR-ROUND ACCOUNTING SERVICES; including tax planning and preparation, electronic filing, S-corporations, trusts, estates, partnerships, and IRS audit representation. Hours are by appointment only.
• Charitable Giving
  How much is that air conditioner I donated worth? Check out these sites for answers to this and other charitable contributions...
• Estate Taxes
• IRS Representation
  We provide full tax, accounting, and financial services; including tax planning and preparation, electronic filing, S-corporations, trusts, estates, partnerships, and IRS audit representation. We specialize in multi state and complicated tax returns. To learn more about financial planning and investment services offered, visit www.susanwalla.com
• Tax Services
  We cannot guarantee completion of your return if all materials are not received by March 16, 2024. Missing support documents will stop preparation of your return until all issues have been resolved. We will also file an extension if we have not received a copy of your signed 8879 for e-filing or received your signed engagement letter or tax-preparation payment by April 15. For more about extensions and misconceptions about them, please see our Taxes, Audits, Extensions and Amendments page.
• Roth IRA
  The IRS allows individuals to directly deposit their federal refunds into up to three different accounts. These accounts include brokerage, checking, and savings accounts. You may also designate your refund to be sent directly into your IRA or Roth IRA (be sure to indicate which year you want to contribute to). For PA refunds, you may only choose direct deposit into one account: checking or savings. Make sure that you provide accurate routing and account numbers, otherwise, direct deposit will be rejected and a check will be issued. Check with your financial institution to determine when your refund has been received.
• Real Estate Taxes
  Don't forget your W-2s, 1099s, 1095s, stock details, mortgage interest, charitable contributions, medical expenses, settlement sheets, real estate taxes paid, child care expenses, social security numbers of all children (including infants), bank routing numbers for direct deposit, and self-employment income and expenses. Please bring ALL records of income to your tax appointment, EVEN IF YOU THINK IT'S NOT TAXABLE! We will help you determine if the items need to be reported or not. For a more extensive list of the things to make sure you have with you, refer to our Tax Info Checklist. And, if you are a new client, don't forget to bring a copy of last year's return with you and please complete our New Client Info Checklist. If you are self-employed, have non-reimbursed employee business expenses or have rental property, please review our Business Expenses Worksheet. If you want to get a jump on our paperwork, please fill out these three documents and bring them with you to your appointment: Engagement Letter, Consent to Use, Consent to Disclose, and Client Tax Information.
• Tax Deductions
  The popular Zoom meetings are back! Sue is really enjoying seeing her clients in their own spaces and virtually meeting your new little tax deductions (babies and children) and pets (sadly, pets aren’t actually tax deductions). While we have been setting up Zoom meetings in lieu of in-person meetings, we are happy to also set up Zooms with our faraway WallaGram friends if you’d like, too!
• Income Tax
  If you received a six-month filing extension on April 18th, this is the final date to file your 2022 income tax return and make 2022 SEP and HR10 contributions.

Accounting

• Accounting Services
  By 1987, Susan's sister, Karen, was helping her with bookkeeping and checking tax returns. By now, Susan had purchased a computer, installed a professional tax program and installed an answering machine. Her mother could finally retire and toss the typewriter into the garbage. Tony continued to offer support to his daughter and the business until his death in 1989.
• Payroll Services
• Bookkeeping Services

Planning

• Financial Planning
• Retirement Planning