1st Financial Tax Services, LLC

In category Money & Finance

Contact information

116 N State St
Clarks Summit, PA 18411
Contact name
Mike Dillon

Business Hours

9 am - 5 pm
Mon- Fri

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About 1st Financial Tax Services, LLC - Clarks Summit, PA

We believe in offering you and the Northeast PA senior community one great low price for professional Income Tax Preparation!

Your Age 55+ Full Tax Package- $69.00 Includes*:

​​Preparation of your Federal, State and local Income Taxes; E-Filed & CPA reviewed.

​​Professional tax planning consultation and ongoing service to help you to optimize your income taxes.

You can also receive an optional, professional Social Security Maximization analysis at no cost.

As a pre-retiree or retiree, you will face many variables in your personal income taxes including:

Social Security Taxation
Pensions/Annuity Taxation
IRA / 401-(k) rollovers & withdrawals
IRA catch-up contributions
Roth IRA qualified withdrawals
Investment income
Capital gains & losses
Increases in your deductions
And much more...

Pennsylvania offers income tax-advantages to people over age 59 &1/2 and retired individuals as well.

This special phase of your financial life is different from your working years, and we are dedicated to helping you to successfully meet these tax changes with professionalism and confidence!

*Must be age 55 or older for $69.00 tax preparation special. Personal income tax returns only- does not include rental properties (schedule E) or self employed business returns (schedule C).

The IRS does not endorse any particular individual tax return preparer or company. For more information on tax return preparers go to www.IRS.gov

© 2017 1st Financial Tax Services, LLC


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