2 Tax Preparers in Montgomeryville, PA

Browse verified tax preparers in Montgomeryville, Pennsylvania. Compare providers and find contact information.

M. Sexton, CPA PC

★★★★★ (14 reviews)
595 Bethlehem Pike # 101, Montgomeryville, PA 18936
(215) 997-8270
Website: www.buxmontcpa.com
Hours: {"Friday":["9 AM–5 PM"],"Monday":["9 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}

Joseph M. Sundheim, CPA

★★★★☆ (4 reviews)
111 Park Dr # C, Montgomeryville, PA 18936
(215) 641-1950
Website: jms-cpa.com
Hours: {}

About Tax Preparers in Montgomeryville, PA

Finding a tax preparer in Montgomeryville, Pennsylvania, means working with professionals who understand the local business landscape. The area is known for its mix of retail centers, medical offices, and small manufacturing firms along routes like 309 and 463. Many residents are self-employed contractors or run family-owned shops, which can make tax filing more complex than a standard W-2 return.

Whether you are a small business owner managing quarterly estimates or a homeowner navigating property tax deductions, a local preparer can help you stay compliant and avoid costly errors. Life events like starting a side business, buying a home, or inheriting assets also make professional guidance worthwhile.

BeforeTaxUSA.com helps you compare qualified tax preparers in Montgomeryville based on your specific needs. You can review credentials, service offerings, and client feedback to find a good fit. No matter your situation, having a local expert ensures your return is accurate and complete.

Frequently Asked Questions

What qualifications should a tax preparer have?

At minimum, a paid tax preparer must have an IRS-issued PTIN. Look for additional credentials like Enrolled Agent (EA) status, CPA license, or completion of the IRS Annual Filing Season Program. These indicate higher levels of training and accountability.

How much does tax preparation cost?

Simple individual returns (W-2 income only) typically cost $100-$300. Returns with itemized deductions, self-employment income, or rental properties can cost $300-$800 or more. Always ask for a fee estimate upfront before committing.

What documents do I need to bring to my tax preparer?

Bring all W-2s, 1099 forms, records of deductible expenses, last year's tax return, Social Security numbers for all family members, bank account information for direct deposit, and any IRS correspondence you have received.

BeforeTaxUSA.com is a free informational directory. Listings are compiled from publicly available data and do not constitute an endorsement or recommendation. Verify credentials, licensing, and reviews independently before engaging any professional. Listings appear in no particular order unless otherwise noted.

Business owners: to update or remove a listing, email info@beforetaxusa.com.

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