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Joanne Natale, CPA, CFP

April Heiser-Liedike, EA

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Tax Strategies for Individuals 

We're a local firm serving individuals in the  Bucks County, Montgomery County, and the Greater Philadelphia area. We utilize our 40+ years of tax preparation experience to coordinate with our financial planning service, assisting our clients in making tax efficient decisions.

We deeply appreciate our current clients and professional partners for the increasing number of referrals we receive on an annual basis. You can find out more about us here, and some of the questions we are frequently asked.   You can also find out more about our financial advisory services Proactive Financial Strategies

Capital Gains Tax When Selling Your Home

Capital Gains Tax When Selling Your Home

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
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The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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Federal Capital Gains Tax Estimator

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.
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Proactive Financial Strategies

We also offer personal financial planning services.  For more information - please click the link below.

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