With over 75 years of combined experience in Individual and Small Business Tax Preparation, Bond, Pezzano & Etze, P.C. and Principal Tax Advisors, LLC can handle the most integral of tax matters. In the unlikely event that an audit occurs, we represent you......at no additional cost. We can provide you with assistance in all your tax, financial, and business affairs — assistance that will improve your total financial well-being. With our experience and expertise, you can rely on us for all the advice that you need.

Read the article »

Print-Friendly

Send to Friend

Ask a Question

Tax Organizers

Call our office at 610-409-0366 x101 to schedule tax preparation services. As a new client, we ask you to complete our tax organizer to help you collect everything you will need to bring for tax preparation.

Below are basic items required to complete your return:
Completed questionnaire (dates of birth and social security numbers for all are required) *
A copy of your 2010 individual income tax returns (if not on file in our office)
Form(s): W-2 (wages)
Form(s): 1099 (interest, dividends, etc.)
Other monthly income statements (retirement, pension, social security statements, disability, etc)
Schedule K-1 (income/loss from Partnerships, S Corporations, Estates/Trusts, etc.)
Brokerage statements from stock, bond, mutual fund or other investment transactions
Forms(s) 1098: (mortgage interest and property tax statements)
Closing statements pertaining to real estate transactions (sale/purchase)
Supporting documents as the relate to energy, donations, child care expenses
Rental Income and expenses
Any tax notices received from the IRS or other taxing authorities

*New clients, click here to download a blank organizer. Returning clients, your organizer with information completed from the prior year will be returned to you for completion for the current year.