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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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Learning more about gold and its history may help you decide whether it has a place in your portfolio.

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Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

Orchestrating Your Retirement Accounts

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Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.