Tax Preparation Services
Tax preparation is the most visible thing a CPA firm does, and the easiest to take for granted. A correct return filed on schedule is the baseline every taxpayer should expect. What changes the experience is everything around the return: who prepared it, whether they understood the year behind the numbers, and whether anyone was paying attention before April.
At Integrated Accounting Solutions, a CPA-led firm in Havertown, PA serving clients nationwide, the team that keeps your books and advises your business is the same team that prepares your return — so the work stays connected from the ledger to the signature.
Tax preparation for individuals, families, and businesses.
Most owners carry both a personal return and one or more business returns, and the two are rarely independent. We prepare them together so positions stay aligned and information moves once instead of three times.
Individual & family
- Federal and state individual income tax returns
- Investment, rental, and pass-through income
- Life changes such as marriage, dependents, and retirement
- Estimated payment and withholding planning
Business, trust & estate
- S corporation, partnership, LLC, and corporation returns
- Owner returns coordinated with the business
- Trust and estate returns
- State, local, and multi-state filings
- Estimated tax vouchers when included in scope
A clear path from documents to filing.
Organize
We send a clear organizer and request list, then collect your documents through a secure portal. You always know what is outstanding.
Prepare
Your return is prepared by the team that handles your books and advisory work, so the numbers stay connected across the engagement.
Review
Every return receives CPA review before anything is finalized. Open questions come back to you clearly worded, not after filing.
File
With your approval, we file electronically and confirm acceptance. Copies and any estimated vouchers are returned to your portal.
Preparation that already knows your year.
One team, one picture
Your tax preparer sees the same operating numbers as your bookkeeper and advisor. Nothing is rebuilt from scratch at filing season.
Coordinated all year
Preparation connects to the planning done earlier in the year, so filing reflects decisions already made rather than surprises.
Clear scope and status
Your engagement letter defines exactly what is included. Throughout the process you know what is done, what is pending, and what we need from you.
Recent Testimonials
Tax preparation questions we hear often.
Scope note: Your engagement letter and proposal specify the services IAS will perform, the responsibilities of each party, timelines, fees, and any limitations. This page describes the tax preparation service generally and is not a substitute for your engagement terms.
Do you prepare both personal and business tax returns?
Yes. We regularly prepare an owner’s individual return alongside the business entity return, and we coordinate the two so that owner compensation, distributions, and pass-through income line up correctly across both.
Can you handle multi-state tax filings?
Yes. We work with a multi-state team and prepare returns for clients who live, work, or operate across more than one state.
Do I need to be local to Havertown to work with you?
No. We are headquartered in Havertown, PA and serve individuals, families, and businesses nationwide through a secure document portal and remote meetings.
Who reviews my return before it is filed?
Every return receives CPA review before it is finalized. We raise open questions with you before filing, not after.
A correct return is the floor, not the goal.
Filing on time and without error is the baseline of the relationship. The value of working with an integrated firm is what surrounds the return: a year of clean records, planning that informed each decision, and a team that already understands the numbers behind every line.
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