We Listen.

Income Taxes, Agents, and Preparers Oh My!

Are you thinking about having your return done for you?
A Brief Income Tax Checklist for those hiring or changing their tax preparer

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Selecting Your Tax Return Preparer

For many clients, the thought of doing your
own income tax return is tantamount to
doing your own tooth extraction.

You probably could, but who wants to.
And, the likelihood of making a mistake
is high.

And, since the tax laws change so
frequently, most of us find the task too
complicated and the cost of making an
innocent mistake is simply too high.

So, if you are thinking about changing tax
preparers, getting a tax preparer for the first
time, or just need some reminders about getting ready for the tax return,
we found a great but brief article in the Baltimore Sun to help you to get
yourselfin gear for this year’s tax return.

Click here for more information about getting ready for your 2010
income tax return (the infamous 1040)

 

Are You Married?
Does Your Wife Want You To Get A New or
Revised Will for Her Birthday or Mothers’ Day?

Don’t take our word for it.   ASK HER.

You might be surprised by how easy it will be
to make her happy this year.

Book your appointment now to get your
planning done before mother’s day and
she’ll also get some flowers from you – on
us.  Call 610-933-8069 and ask for our
Birthday or Mothers’ Day Planning Offer.

You can also call David Frees at 610-933-8069
or email dfrees@utbf.com
to get an
appointment and to qualify for this
special arrangement.


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meet our elite team
West Chester, PA
17 West Gay Street
P.O. BOX 515
West Chester, PA 19380
(610) 692-1371
Phoenixville, PA
120 Gay Street
P.O. Box 289
Phoenixville, PA 19460
(610) 933-8069
Paoli, PA
43 Leopard Road, Building II
Suite 103
Paoli, PA 19301
(610) 240-0750