Bucks County Tax Services

Tax laws change from year to year and our team is here to help you navigate those changes by integrating both your business and personal taxes in order to maximize your financial goals while minimizing both your current and future taxes on the federal, state and local levels.

Business Taxes

We will assist you in picking the type of structure for your new venture. There are numerous choices and our goal is to help find the structure that works best for you and your business. We work closely with your attorney to make sure your needs and goals are satisfied.

Business Tax Services Include:

Tax Preparation
Tax Planning
Federal, State and Local Audit Representation
Investment Analysis

Taxes for Families and Individuals

We can help you plan for the future through proper planning. Your planning needs range from college education and retirement planning to the realization of your financial goals and personal dreams. Let us help you on the journey by creating a comprehensive plan to meet your goals.

Family and Individual Tax Services Include:

Tax Preparation
Tax Planning
Education Planning
Retirement Planning
Estate and Gift Planning

Non – Profit Tax Services

Exempt Organization Return Preparation
UBIT Consulting and Planning

If you’re interested in tax services, then please call 215-345-6651 or email us doug@weinsteinfinancial.com today and we will walk you through the process