Tax Preparation, Planning &
Compliance Services
Based in Kennett Square, Umbreit, Wileczek & Associates delivers comprehensive tax preparation, planning, and compliance services to individuals, businesses, and not-for-profit organizations throughout Pennsylvania and Delaware, with clients also served across Virginia, Maryland, and New Jersey.
Our experienced CPAs combine proactive tax strategies with deep technical knowledge to help clients minimize liabilities, stay compliant, and make informed financial decisions all year long. We go beyond filing forms—our approach is built on understanding your complete financial picture and applying practical, efficient strategies that work for your unique situation.
Proactive Tax Planning for Businesses and Individuals
Effective tax planning starts long before it’s time to file. Our team helps you identify savings opportunities, reduce future tax exposure, and stay ahead of changing laws and regulations. Whether you’re a small business owner, an executive with complex compensation, or an individual seeking guidance on multi-state tax issues, we tailor our planning strategies to fit your goals and obligations.
Our tax planning services include:
- Strategic year-round tax planning
- Entity selection and structuring for businesses
- Multi-state and municipal tax coordination
- Stock option, grant, and ownership compensation planning
- Federal, state, and local tax minimization strategies
Expert Tax Preparation and Compliance
Our tax preparation and compliance services ensure every return is filed accurately, on time, and in compliance with current regulations. We stay up to date on federal and state tax codes so you can avoid penalties and take full advantage of available deductions and credits.
We provide:
- Complete preparation of business and individual tax returns
- Expert deductions and credit guidance
- Advanced automated tax preparation systems
- Audit support and IRS correspondence assistance
- Proactive tax-saving advice