Personal Tax Preparation
Tax preparation can be so overwhelming. Our goal is to make the process seamless, accurate, and optimized to your benefit. Whether you’re filing a simple return or have a complex financial situation, we provide personalized guidance tailored to your unique needs.
Why Choose 13 Consulting?
- Certified Expertise: Founded by Steve Frank, a licensed CPA with over 15 years of experience in public accounting and advisory services, our firm combines deep knowledge with practical solutions. Steve also holds the Accredited in Business Valuation (ABV) credential from the AICPA.
- Comprehensive Services: We handle individual tax returns of all complexities, including W-2 income, self-employment, investments, rental properties, retirement accounts, and more.
- Maximized Refunds, Minimized Stress: We ensure all eligible deductions and credits are applied to your return, helping you keep more of what you earn.
- Local Focus: Headquartered in Chester County, Pennsylvania, we’re intimately familiar with both federal and Pennsylvania state tax requirements.
Items You’ll Need to Get Started:
- Last year’s federal and state tax returns
- W-2s and/or 1099s for all sources of income
- Mortgage interest statements (Form 1098)
- Student loan interest statements
- Property tax statements
- Investment income forms (1099-DIV, 1099-INT, 1099-B)
- Retirement income documents (SSA-1099, 1099-R)
- Records of deductible expenses (medical bills, charitable donations, childcare costs, etc.)
- Health insurance information (Form 1095-A, B, or C)
- Bank account information for direct deposit/refund
Our Process
- Initial Consultation: We review your financial situation and identify opportunities to reduce your tax liability.
- Document Collection & Review: We help you organize and analyze all necessary documents.
- Preparation & Filing: Using the latest tax software and professional expertise, we prepare and file accurate returns on time.
- Ongoing Support: After filing, we are available to answer questions, assist with audits, and plan for future tax years.
Work With a 5-Star CPA
At 13 Consulting, we specialize in offering tailored recommendations to all of our clients. Business owners and individuals alike receive high-quality CPA services with personalized financial expertise. Contact us today to get your custom strategy started!
Real clients. Real results
My taxes were not simple by any means, but Steve was great in working with me to ensure everything was filed on time and providing some advice on my long term tax planning strategies. Would recommend Steve to anyone.
Matthew Kita
Where do I start ? Working with Steve is an absolute pleasure! I just started a new company and the stresses that come with tax time we’re almost more than I could handle. From the very first phone call, to wrapping up my taxes Steve put my mind...
Luke Riffle
Steve is awesome. Very fast and responsive. He made everything super easy to understand and as hands-off as possible on my end. Highly recommend!
Isabella Gonzalez
My husband and I used 13 Consulting this year for our 2022 tax season. It was our first time filing together and Steve Frank was phenomenal! He has a wonderful personality and a great ambition for his work! We can’t thank him enough for making this tax season stress...
Molly Laird
I started a new business and needed a tax professional to take over doing my taxes. Steve was the right guy for the job. He was friendly, efficient, and expedient. I will continue to use his service in the futre.
Dawn Hunsdorfer (Violet Hill Flower Co.)
Steve is tremendous at what he does. He made my taxes so easy, and helped me so much with the process. Very personable, and thoroughly enjoyed communicating with Steve. Will be back!
Jordan Hagel
My husband and I used 13 Consulting this year for our 2022 tax season. It was our first time filing together and Steve Frank was phenomenal! He has a wonderful personality and a great ambition for his work! We can’t thank him enough for making this tax season stress...
Molly Laird
I started a new business and needed a tax professional to take over doing my taxes. Steve was the right guy for the job. He was friendly, efficient, and expedient. I will continue to use his service in the futre.
Dawn Hunsdorfer (Violet Hill Flower Co.)
Where do I start ? Working with Steve is an absolute pleasure! I just started a new company and the stresses that come with tax time we’re almost more than I could handle. From the very first phone call, to wrapping up my taxes Steve put my mind...
Luke Riffle
Steve is awesome. Very fast and responsive. He made everything super easy to understand and as hands-off as possible on my end. Highly recommend!
Isabella Gonzalez