Tax Preparation

What’s included with your service?

As part of our regular service we prepare the following tax returns:

U.S. Federal
Pennsylvania State
Lancaster County Tax Collection Bureau

How long will it take to prepare my taxes?

When you make an appointment we prepare your taxes on-the-spot.  Drop-offs take a little longer.

How much do you charge?

Our rates compare with those of the name-brand tax companies.  Our service and attention to detail is what sets us apart from the Franchise tax preparers.

What documents do I need to bring to have my taxes prepared?

The following is a list of the forms Cloister Tax Services generally needs in order to complete your tax return.  New clients to Cloister Tax Services should also bring a copy of their prior year’s Federal, State and Local taxes.

Income Forms:

  • W-2 — Wage forms from ALL employers
  • 1099 Misc — Miscellaneous income forms from non-employers
  • 1099 Int — Interest earned on savings or other interest bearing accounts
  • 1099 Div — Dividends you received from investments
  • K1 — Income from partnerships

Itemized Expenses:

  • 1098 — Mortgage interest statements
  • Real estate tax notices (only those paid during the tax year)
  • Receipts for charitable contributions made during year
  • Medical expense records (not usually necessary if under $1,000.  If uncertain, please call)

When does Cloister Tax expect payment for tax preparation services?

Payment for tax preparation services is due when the taxes have been completed.  The return will be filed and paperwork returned to you upon payment.

What forms of payment do you accept?

Cloister Tax Services accepts the following forms of payment for tax preparation services:

  • Cash
  • Check
  • Money Order
  • MasterCard
  • Visa
  • PayPal

Payment is due upon completion of your return.

Can my tax preparation fees be deducted from my refund?

Unfortunately, no.  Your refund comes directly to you from the IRS.  We are not involved with this transaction other than to file the return on your behalf.

I just moved to Pennsylvania. Can you prepare my out-of-state return?

Absolutely.  Cloister Tax Services can prepare resident, non-resident and part-year resident tax returns for any State in the Nation.

Additional fees apply for each additional State return we prepare.

How will I know my return is ready for pick up?

When your return is ready for pick up, we will contact you by phone.