Personal & Family Tax Services in Southampton
This page is for Southampton’s individuals and families — the personal-tax side of the office at 671 Second Street Pike. (Business owners: your page is here.)
What We Handle for Southampton Clients
- Individual and family returns — federal, PA, NJ, and city filings via tax services.
- Life-event planning — new home, new child, retirement accounts, inheritance: the years when professional preparation earns its fee.
- Self-employed individuals — Schedule C, quarterly estimates, and recordkeeping done right.
Local, and Genuinely Nearby
Our Southampton office at 671 Second Street Pike is minutes away, and every engagement can also run fully remotely with secure document exchange. State filings go through the Pennsylvania Department of Revenue; county resources are at Bucks County. City of Philadelphia filings, when your work crosses into the city, are handled through the Philadelphia Department of Revenue.
Frequently Asked Questions
Do you have an office in Southampton?
Our offices are in Southampton and Northeast Philadelphia; we serve Southampton clients from there — in person at either office, at your business, or fully remotely. We say this plainly because you deserve to know exactly where your accountant sits.
Which services do Southampton clients typically use?
The full range — tax preparation, bookkeeping, payroll, accounting, and CFO services — scoped to each client.
Can you handle multi-jurisdiction filings?
Yes — federal, Pennsylvania, New Jersey, and Philadelphia city taxes are our daily work; cross-border situations are a specialty.
What does it cost?
Pricing follows scope, not zip code — an individual return, monthly bookkeeping, and full back-office service are each quoted after a short conversation. Contact us for a quote.
What should I bring to the Southampton office for tax prep?
Last year’s return, this year’s income documents (W-2s, 1099s), and records of major events — we send a personalized checklist when you book.
Ready to work with a firm that knows Southampton and the region’s tax landscape? Call (215) 914-6929 or contact us.