Our services
Everything a return needs, start to finish.
Oakmont Tax covers the full life of a return through six practices: CPA-led income tax preparation, tax planning and consulting, state and local tax, notice resolution and representation, business consulting, and entity selection. All of it is handled personally by the CPA who signs your return.
Income Tax Preparation
Who actually prepares your return?
A CPA prepares and reviews every return we file: individual, business, trust, and estate, in every state you touch. We apply current law carefully, claim every deduction and credit you are entitled to, maximizing your savings while staying fully compliant, and walk you through the finished return before anything goes to the IRS.
- ◆Individual (1040) & business returns
- ◆Multi-state filings
- ◆K-1, 1099 & W-2 income
- ◆Secure e-file & e-signature
Tax Planning & Consulting
When do the savings happen?
During the year, not in April. The return records decisions that have already been made, so we plan while they can still be changed: entity structure, the timing of income and deductions, retirement contributions, and equity compensation, each aligned with your long-term objectives. The moves you make today keep paying off for years.
- ◆Year-round planning sessions
- ◆Income & deduction timing
- ◆Retirement & equity compensation
- ◆Quarterly estimated payments
State & Local Tax
Which states can tax your income?
Often more than one. Residency, remote work, equity income, and business activity can each create a state or local filing obligation, and each of the thousands of state and local jurisdictions writes its own rules about who owes what. We monitor SALT law continuously and minimize your liability while keeping every filing compliant; our founder holds Villanova's Certificate in State and Local Taxation, so this is a specialty here, not a sideline.
- ◆Multi-state residency & apportionment
- ◆Nexus review for businesses
- ◆Local & city taxes
- ◆Relocation & remote-work planning
Notice Resolution & Representation
What should you do with an IRS letter?
Hand the letter to us before you respond, and before you pay it. Most notices have a clean resolution when they are answered correctly and on time, and we have resolved more than 1,000 IRS and state tax notices across hundreds of jurisdictions. We read the letter, correct the account, request penalty abatement where the facts support it, negotiate with the taxing authority when the facts are in dispute, and deal with the agency so you don't have to.
- ◆IRS & state notice response
- ◆Account correction
- ◆Penalty abatement requests
- ◆Representation before agencies
Business Consulting
What decisions could use a CPA's eyes?
More than most owners expect. Entity structure, owner compensation, cash flow, projections, the purchase you are weighing, the hire you are almost ready to make: each is a financial decision before it is anything else. We give business owners a CPA's read on the numbers between tax seasons, so the decision gets made with the full picture instead of a best guess.
- ◆Entity structure & owner compensation
- ◆Cash flow review & projections
- ◆Purchase & hiring decisions
- ◆Year-round guidance for owners
Entity Selection
Sole proprietor, LLC, or S-corporation?
The right answer comes from your numbers, not a rule of thumb. We model how each classification treats your actual income, from self-employment tax to reasonable compensation to state filings, and recommend the structure most advantageous to your bottom line, with the reasoning laid out plainly so the decision is yours to make with confidence.
- ◆Entity comparison & analysis
- ◆S-corporation election
- ◆Reasonable compensation studies
- ◆Formation guidance
How it works
A calm, considered process, from first note to filing.
An engagement follows four steps: a short note through the contact form, a plan laid out in plain terms, CPA-led preparation and filing, and a relationship that continues long after the return is accepted.
Start with a note
Fill out the contact form with a few lines about how you earn, what's changed, and where the friction is. We respond within one business day, usually to set up a short introductory call. No pressure, no commitment.
A plan in plain terms
We map your situation and lay out the strategy in language that actually makes sense: entity, timing, deductions, and state exposure.
Prepare & file
CPA-led preparation, carefully reviewed, filed on time. You see and approve the return before anything goes to the IRS.
Year-round, not just April
A notice, a question, a mid-year move or sale: we stay reachable long after the return is filed.
Common questions
Questions we hear most often.
Straight answers about scope, fees, multi-state work, and how an engagement begins. If your question is not covered here, send it through the contact form and we will answer it directly.
Do you prepare both individual and business tax returns?
Yes. We prepare individual returns (Form 1040) as well as S-corporation, partnership, C-corporation, and trust and estate filings, together with the state and local returns that go with them. Every return is prepared and reviewed by a CPA.
Do you work with clients outside Pennsylvania?
Yes. Oakmont Tax is rooted on the Philadelphia Main Line and works with clients nationwide. Document exchange, review meetings, e-signature, and filing all happen through a secure remote process, so the experience is the same whether you are on the Main Line or across the country.
What should I do when I receive an IRS or state tax notice?
Do not ignore it, and do not pay it reflexively; notices are often wrong or only partially right. Send us a copy before you respond. We have resolved more than 1,000 notices and will tell you plainly what yours means, what it should cost you, and how we would answer it.
Do you advise business owners outside of tax preparation?
Yes. Business consulting is one of our six practices, not an add-on. Owners bring us entity structure questions, compensation decisions, cash flow reviews, projections, and purchases or hires they are weighing, and we work through the numbers together before anything is committed.
When should tax planning start?
Before the year ends, and ideally by mid-year. Most of the moves that lower a tax bill, from retirement plan decisions to entity changes to the timing of income and deductions, have to be made during the tax year. By the time the return is prepared, the outcome is largely set.
How are your fees determined?
By the complexity of the work: the forms, schedules, states, and entities involved. We discuss the fee before any work begins, and fees are never based on the size of a refund.
How do we get started?
Start with the contact form. A few lines about how you earn and what changed this year is plenty. We respond within one business day, usually to set up a short introductory call, and you will know your next step either way.
Not sure which of these you need?
Tell us your situation through the contact form and we'll point you to the right starting place, at no charge.
Get in touch →