Broker Check
Forecast Retirement Redefined Investments Ready for Retirement?

TAX - PLAN - WEALTH

We provide you with the knowledge, experience and commitment to help you feel confident and in control of your personal or business financial decisions and tax plans.

We are a full service financial advisory, tax preparation, tax planning  and tax services firm in Downingtown, PA owned by Jacquelyn M. Basso, CPA serving the Greater Philadelphia area.

You can trust us to work with you to achieve your specific business or personal financial goals.

IRS Circular 230 Disclosure: Any tax advice contained on this site was not intended or written to be used, and cannot be used, by the reader for the purpose of avoiding penalties that may be imposed under the Internal Revenue Code or applicable state or local tax law provisions.

Helpful Content

Social Security: Two Benefit Strategies Eliminated

Social Security: Two Benefit Strategies Eliminated

Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.

The Economic Journey of Your Morning Coffee

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.