Pandolfo Bendik

Tax season is in full gear!

Our firm is accepting a limited number of new clients for the 2025 filing season- now through 4/15/2026.

Do you want to trust your taxes or wealth managment to “someone who does taxes” once a year? Or a firm that has been around since 1990?

Small business?
Need to rollover an old 401(k) or IRA?
Have non retirement investment accounts or questions on wealth management/tax planning and how we incorporate them all together?

No tax on tips? No tax on overtime? What changes with the new big beautiful bill?

Don’t wait- your W2 will be in the mail soon!

E-filing is open tomorrow 1/29/2024 for individual returns!

Need help? Give our office a call and let’s discuss the preparation plan that works for you.

Interested in wealth management? Have an old 401(k) or other plan you need to roll over? Would you like to have your investments and taxes working together so no surprises arise when filing your returns?

How many times have you heard “we need to discuss this with our tax person”, or “I need to check with my advisor”?

Why not have them all together working for you under the same roof?

We are ready to help you file your returns this year. The IRS has started to accept and process returns so don’t delay and get caught up with the later filing crowd.

Our office hours starting February 6 are:
Monday-Thursday 8AM-6PM
Friday 8AM-4PM
Saturday 9AM-1PM

Evening appointments are available by calling the office if the above hours don’t work for you. We look forward to seeing you soon!

Ok folks- the IRS has announced that next week starting January 23 they will begin to process e-filed returns.
Our client organizers and checklists are going out this week (some have already been sent and the balance before Friday). When you have everything you can mail/email/drop off those items and we can begin your returns, or set something up with our offices directly.
Have questions or interested in becoming a client this year? Give our office a call 412-788-1335.