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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.

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Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

What Is a Stretch IRA?

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

Estimating the Cost of College

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.