We offer a full suite of tax services for individuals and small businesses.  Whether you need help preparing your taxes, filling out your tax returns, planning a strategy to save money and reduce your tax liability, we're here to help!



Today's tax laws are complicated and filing a relatively simple return can be confusing.  It is easy to overlook deductions and credits to which you are entitled. 

  • We will check and recheck your tax return by with our computer software identifying  potential problems

  • Your tax return can be filed electronically so you will get a refund back quicker

  • We will show you  how to adjust your payroll withholding to get more money back each week.  

  • We will show you potential deductions to limit your tax liability for next year.  


Planning is the key to successfully and legally reducing your tax liability.  We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.  We recommend tax saving strategies that help you...

  • grow and preserve assets by keeping Uncle Sam out of your pockets

  • defer income so you can keep your money now and pay less taxes later

  • reduce taxes on your income so you keep more of what you make

  • reduce taxes on you estate so your family keeps more of what you made

  • reduce taxes on your gifts so you an give more

  • reduce taxes on your investments so you can grow your wealth faster

  • reduce taxes on your retirement distributions so you can retire in style

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TO SCHEDULE A MEETING please call or click the link

215.699.1050 |

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1816 West Point Pike

Suite 129,

Lansdale, PA  19446

Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors Inc, a Registered

Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC(, ( to residents of: DE, FL, MN, NC, NJ, PA. Cambridge and Protective Wealthcare are not affiliated."

 Advanced Level Tax Planning, Income Tax Preparation, Life Coaching & Time Management Consulting Services, and Fixed Insurance Products and Services are separate and unrelated to Cambridge Investment Research. Cambridge Investment Research does not offer tax advice.  PLEASE NOTE: The information being provided is strictly as a courtesy. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information, and programs made available through this website.