Services

Tax, books and payroll for Philadelphia.

Four services, each at a fixed price, each built around the city, state and federal filings a Philadelphia household or business owes.

  • A CPA or enrolled agent on every return
  • No work sent to outside preparers
Hands sorting receipts into piles on an oak desk beside a laptop, a calculator and a cup of coffee

Not sure where to start

Which service do I need?

Find the line that sounds like you.

Start here
If this is youStart withWhy
I have a job and a simple returnIndividual tax returnsOne fixed fee covers federal, state and city filings
I freelance or have a side businessSmall business taxYou have city returns to file, even on small amounts
My receipts are in a shoeboxMonthly bookkeepingClean books make every tax return cheaper and faster
I am hiring my first employeePayrollWage Tax withholding starts with the first paycheck
I got a letter from the IRS or the citySend us the letterMost notices carry a deadline on the first page

How it works

The same four steps for every client.

  1. Twenty minute call

    We ask what changed this year and tell you which returns you need.

  2. Fixed quote

    You get a price in writing the same day. It does not change unless the facts do.

  3. Upload and prepare

    You send documents through the secure page. We prepare the returns, usually within ten business days.

  4. Review and file

    We walk you through the summary by phone or video, you sign electronically, and we file.

Client letters

What clients say.

Sample reviews written for this demo. A live site would pull them from Google.

They quoted a fixed price in writing before starting, and the invoice matched it to the dollar. That had never happened to me with an accountant.
Ingrid S., Center CitySample review
The upload page felt safer than emailing my W-2. I took photos on my phone, got a text confirming they arrived, and that was the whole process.
Tomasz K., Port RichmondSample review
We added our sixth employee and payroll got complicated. Tallybrook took it over in one pay cycle, and the city Wage Tax filings have been on time every quarter since.
Renee A., cafe owner, Old CitySample review

Questions people ask

Our services, answered.

Who does the work and how we charge.

Do you work with clients outside Philadelphia?

Yes. We prepare returns for clients across Pennsylvania and for people who moved away and still have Pennsylvania or Philadelphia filings. City taxes are our specialty, and most of our clients live or work in Philadelphia or its suburbs.

Who will prepare my return?

A CPA or an enrolled agent on our staff, and a second one reviews it. We do not send work to outside preparers or overseas.

What is the difference between a CPA and an enrolled agent?

A CPA is licensed by the state after an exam and supervised experience, and can perform audits as well as tax work. An enrolled agent is licensed by the IRS and specializes in tax. Both can represent you before the IRS.

Is the first call free?

Yes. It takes about twenty minutes, and you leave it knowing which filings you need and what they will cost.

Start here

Tell us what you need.

A few details and a real accountant calls you back within one business day. The first call is free and takes about twenty minutes.

(215) 555-0137

Old City, Philadelphia. Monday to Friday, 9 AM to 5:30 PM. Saturday mornings from February through April 15.

1. What can we help with

2. How to reach you

Please leave Social Security numbers and tax documents out of this form. Those go through the secure upload page. See our privacy page.

This is a demo site, so nothing was sent. On a live Tallybrook site, this request goes to the accountant on intake, who calls within one business day.
CallSend documents