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Tax Services Drexel Hill PA

The good thing about being a recent college grad is that your taxes are straightforward. Unless you own a house or have dependents, doing your own taxes will be relatively easy. You are actually eligible for tax deduction for interest paid on student loans and or tuition. Please scroll down for more information and access to the professional tax services in Drexel Hill, PA listed below.

David Waters
1429 Walnut Street
Philadelphia, PA
Company
Title: Vice President
Company: Professional Planning Associates
Type
Investment Advisor Rep: Yes
Education
Dickinson College/BA in Economics
Years Experience
Years Experience: 30
Service
Portfolio Engineering,Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Disability Insurance,Annuities,Alternative Asset Class Planning,Investment Consulting & Allocation Design,Business Succession & Liquidation Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Individual Income Tax Planning,Fee Only Portfolio Management,High Yield Bank Accounts,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Medicare Planning,Life Insurance,Investment & Portfo

Data Provided By:
Brian K. Lureen (RFC®), CHFC, CLU
(610) 889-2066
5 Great Valley Pkwy Ste 334
Malvern, PA
Company
Heritage Advisory Services, Inc.
Qualifications
Education: BS
Years of Experience: 21
Membership
IARFC, FPA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Trustee Service, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Tax Returns, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, Mortgage Loans, CommOptions, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Charitable Planning, BuySell, Compensation Plans

Data Provided By:
Mr. Michael Buttil (RFC®), CPA
(856) 905-8786
128 Lansdowne Ave
Haddonfield, NJ
Company
Michael Buttil, CPA
Qualifications
Education: BA - Accounting, MBA, Certificate - Kaplan University
Years of Experience: 36
Membership
IARFC
Services
Invoice, Estate Planning, personal Coach, Retirement Planning, Tax Planning, Tax Returns, Education Plan, Compensation Plans

Data Provided By:
Bill Curry
1521 Concord Pike
Wilmington, DE
Company
Company: Curry Poole Group, LLC
Type
Investment Advisor Rep: Yes
Registered Investor: Yes
Education
BS
MBA
JD
Years Experience
Years Experience: 42
Service
Pension for Highly Compensated Owners,Stock Market Alternative,Reverse Mortgage,Medicare Planning,Annuities,Alternative Asset Class Planning,Investment Consulting & Allocation Design,Insurance & Risk Management Planning,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,Hourly Financial Planning Engagements,Portfolio Engineering,Mortgage Refinancing,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Alternative Investments,Life Insurance,Investment & Portfolio Man

Data Provided By:
Morris F. Licciardello (RFC®), CSA
(215) 947-9190
380 Red Lion Road
Huntingdon Valley, PA
Company
Valley Financial Group
Qualifications
Education: BS
Years of Experience: 11
Membership
IARFC
Services
Invoice, Estate Planning, Portfolio Management, Retirement Planning, Tax Planning, Tax Returns, Stocks and Bonds, Mutual Funds, Mortgage Loans, CD Banking, Annuities, Long Term Care Insurance, Education Plan, BuySell, Compensation Plans

Data Provided By:
Maxwell Heller
1000 Germantown Pike
Plymouth Meeting, PA
Company
Title: Vice President
Company: HJ Wealth Management, LLC
Type
Investment Advisor Rep: Yes
Registered Investor: Yes
Education
Susquehanna University
Bachelor of Science in Accounting 2003
Years Experience
Years Experience: 10
Service
Portfolio Engineering,High Yield Bank Accounts,401k Rollover From Employer,CD Alternative,Life Insurance,Investment & Portfolio Management,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Individual Income Tax Planning,Captive Insurance,Life Settlements,Pension for Highly Compensated Owners,Income for Life/ Preserve Principal,Disability Insurance,Retirement Planning,Investment Consulting & Allocation Design,Insurance & Risk Mana

Data Provided By:
Frank M. Levy (RFC®), CHFC, CLU
(302) 765-3500
205 Philadelphia Pike
Wilmington, DE
Company
Diversified Financial Consultants
Qualifications
Years of Experience: 34
Membership
IARFC, MDRT
Services
Invoice, Estate Planning, Business Planning, Pension Planning, Executive Compensation Planning, personal Coach, Retirement Planning, Tax Planning, Employee Benefits, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Group Insurance, Charitable Planning, Education Plan, Asset Protection, Compensation Plans

Data Provided By:
Michael L. Schwartz (RFC®), CSA
(215) 886-2122
115 Old York Rd.
Jenkintown, PA
Company
Schwartz Financial Services
Qualifications
Years of Experience: 30
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Retirement Planning, Medicaid Planning, Tax Planning, Tax Returns, Seminars Work, Stocks and Bonds, Mutual Funds, Mortgage Loans, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Auto Home Insurance, Education Plan, BuySell, LiabCover, Compensation Plans

Data Provided By:
Mr. Thomas A. Kalejta (RFC®), CHFC
(610) 831-2195
740 W Main Street
Trappe, PA
Company
Kalejta Financial Management, P.C.
Qualifications
Education: BS Degree in Business and Marketing from Penn State
Years of Experience: 17
Membership
IARFC, SFSP, NAIFA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Trustee Service, Pension Planning, Executive Compensation Planning, personal Coach, Retirement Planning, Medicaid Planning, Tax Planning, Tax Returns, Seminars Work, Employee Benefits, Family Offices, Stocks and Bonds, Mutual Funds, Mortgage Loans, CommOptions, Collectable Coins , Precious Metals, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Auto

Data Provided By:
Mr. Ronald E. Tunison (RFC®), CEP
(800) 939-1035
159 East County Line Road
Hatboro, PA
Company
Aon Financial & Insurance Solutions, Inc.
Qualifications
Education: BS
Years of Experience: 25
Membership
IARFC, NAIFA, NICEP
Services
Invoice, Estate Planning, Portfolio Management, Trustee Service, Pension Planning, Retirement Planning, Tax Planning, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Long Term Care Insurance, Auto Home Insurance, Charitable Planning, Education Plan, Charitable Foundations, Asset Protection, LiabCover, Compensation Plans

Data Provided By:
Data Provided By:

Tackling Taxes

By David Pekema
which documents to keep , and how long to keep all those documents.
  • Whom do you owe? – If your parents usually do your taxes or you've moved to a new state, make sure you don't double pay. If you moved mid-year you may want to check in with an accountant to make sure you're not leaving anyone out (or paying something you don't have to).
  • Do it yourself – The good thing about being a recent college grad is that your taxes are straightforward. Unless you own a house or have dependents, doing your own taxes will be relatively easy. Buy tax preparation software to grease the wheels.
  • Hire a pro – If your life is a little more complicated (home, business, moving, student loans, marriage, children, etc.), it may be more prudent to hire a professional. Just make sure you have the right documents, and let the professional find all the tax loopholes for you.
  • Deductions are your friend – Recent college grads can take advantage of a number of tax deductibles, such as moving after graduation and job training. Keep a look out for any deductions you could apply for; they're easy to miss.
  • The American Institute of Certified Public Accountants, through an elaborate propaganda program, has society brainwashed. From the moment we’re born, we are convinced that doing our taxes is some sort of horrific experience—the equivalent to simultaneously

    receiving a prostate check and taking the Bar Exam.

    After years of odd jobs and part-time work, this past year I finally earned enough to warrant filing a return. Waking early one recent Sunday, determined to get this hellish monkey off my back, I hunkered down at my computer—armed with H&R Block TaxCut and a fifth of Beefeater Gin—ready for the worst. To my great surprise, after a scant 90 minutes I had finished both my state and federal returns, was printing receipts for my records, and was turning on the television just in time to catch the tail end of CBS’s Sunday Morning. Here are my stats for the morning: $96 owed to the Feds; $67 owed to me by the State of California; $30 for TaxCut; 90 minutes of my time; and one shot of Beefeater (in celebration of a job well done). The whole experience was really just a simple inconvenience—hardly the paperwork hellstorm I was expecting. Then again, as a recent college graduate, my tax situation was far from complicated—I only had one source of income, no defendants, and I've never given a red cent to charity in my life.

    Ultimately, tackling taxes comes down to a difficult choice between cost savings and being sure to get it right, so consider the following before making the wrong one.

    Doing Them Yourself

    It turns out there is an advantage to being just out of college, making relatively little loot, having few investments, and not owning a home—your taxes are very straightforward. At this “worry-free” stage in your life, all you likely have to keep track of...

    Click here to read the rest of this article from Gradspot.com

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