Reliable Tax and Accounting

You can check your federal tax refund status using the IRS “Where’s My Refund?” tool on the IRS website. You’ll need your Social Security number, filing status, and the exact refund amount from your tax return. Refunds are typically issued within 21 days of e-filing.

Federal taxes can be paid electronically or by mail. Most taxpayers pay online through IRS Direct Pay, EFTPS, or approved payment processors using a bank account or credit card. Pennsylvania taxes can be paid through the PA Department of Revenue’s online system myPATH. Payment plans may be available if you can’t pay in full by the deadline.

Accurate bookkeeping and financial statements are essential for understanding your business’s profitability, managing cash flow, preparing tax returns, and supporting loan or financing requests. Clean financials also help identify tax planning opportunities and reduce the risk of errors or IRS scrutiny.

Tax preparation focuses on accurately filing your tax return based on historical information. Tax planning is proactive and looks ahead to minimize future tax liability through strategic decisions such as entity structure, timing of income and expenses, and retirement or investment planning. Both are important, but planning is where most long-term tax savings occur.

Estimated tax payments are generally required if you expect to owe at least $1,000 in federal tax after withholding and credits. This commonly applies to business owners and other individuals who do not have withholdings on their income. Payments are typically due quarterly and help avoid underpayment penalties.

A CPA provides more than software-driven tax filing. CPAs are licensed professionals who can interpret tax law, provide strategic advice, represent you before the IRS, and help reduce risk while identifying opportunities. As financial situations grow more complex, a CPA becomes a valuable long-term advisor—not just a tax preparer.