Services

We prepare accurate tax returns for a wide range of clients. From simple personal returns to small business returns as well as corporations. If you wish to do so, we can also electronically file your tax returns. We offer several bank products with no out of pocket cost.

Individual Tax Preparation (Federal, State & Local)

• Preparation and review of form 1040 and all associated schedules
• Preparation of all 50 state personal income tax returns.
• Preparation of federal, state and local small business tax returns
• Preparation of local tax returns (Including Philadelphia, Berkheimer, Central Tax, etc.)
• Federal and state estimated tax payments
• Prepare communications in response to taxing authority's notice
• Correspondence Assistance
• Year-Round Tax Service

Corporate Tax Compliance (Federal, State, and Local)

• Preparation and review of federal and corporate and partnership returns
• Preparation of disclosure requirements
• Assistance with calculating federal and state estimated tax payments
• Providing fast, efficient, cost-effective tax compliance processes
• Preparation of state and local returns including income/franchise, sales/use, property tax and escheat

Back Taxes & Prior Year Returns

Did you know late returns, amendments, prior years, state returns, and estate returns can be filed all year long? Let A & M Berk file your late returns. Contact your nearest tax office to set up an appointment with one of our professionals.

Individuals Refund Anticipation Loans

Instant Refund Anticipation Loan (IRAL)*

When you need your money now, a Instant RAL may be for you. If you qualify, you can receive a cash advance up to $1,500 of your anticipated tax refund within minutes. The remainder of your RAL will be received within 24 hours. All bank and tax preparation fees are paid out of your anticipated tax refund amount, which means no out of pocket expense to you!

* Instant Refund Anticipation Loans are subject to qualification and a maximum loan amount. Bank fees and other charges are deducted from loan proceeds.

12-24 Hours - Refund Anticipation Loan (RAL)*

Need your anticipated tax refund within 24 hours? The RAL, or Refund Anticipation Loan, can provide you with a check in the amount of your anticipated tax refund, less applicable fees, in as little as 12-24 hours. Choose to have your Refund Anticipation Loan funds directly deposited into your bank account or pick up a check at the office where you filed your return.

* Refund Anticipation Loans are subject to qualification and a maximum loan amount. Bank fees and other charges are deducted from loan proceeds.

8-15 Days – Electronic Tax Refund Check (RAC)

If you are not in a rush and still want the option of filing now and paying later, the RAC may be your next option. The RAC provides you with a check at the office you filed within 8 to 15 days after the IRS approval and acceptance date. Tax preparation and other fees are deducted from the tax refund amount.

6-8 Weeks – Paper Return (Tax Refund Sent to Your Home Address)

If you’re not in a rush to receive your tax refund, you may want to have your check mail to you. If you choose the option of mailing your return, you can receive your refund directly from the IRS. Direct deposit is an additional option with the mailing of your return. Your refund will be deposited into your personal bank account within 11 to 17 days after your return is received and accepted by the IRS. When you choose this option, all fees are paid at the time of service.

Accounting Services and Small Business Services

Our firm provides a full range of accounting services that helps businesses and individuals prepare tax returns. The need for services in the areas of accounting records, bookkeeping, financial statement preparation, financial planning, etc. is significant. We feel the broad general business experience we possess as a firm qualifies us to provide the valuable services needed by young businesses and start-ups to establish a solid foundation.

• General Accounting, Record Keeping and Bookkeeping
• Payroll
• Implementation of QuickBooks
• Fixed Asset and Depreciation Management
• Financial Statement Preparation and Analysis
• Retirement Planning
• Tax Planning
• Investment Planning