Individual Income Tax Services

Personal Income Tax Services will prepare and electronically file* all of the required schedules and documents in accordance with Federal, State and Local tax guidelines. Electronic filing of your returns helps to ensure accuracy and provides confirmation of government agencies receipt of your tax documents. You will also receive your refund in a more timely manner. Our clients will be provided with an electronic (PDF) copy as well as a paper copy of their returns. The client must provide a valid email address to receive an electronic copy of the return.

*Some tax returns cannot be electronically filed.

What to Bring

Gather your prior year tax information including your Federal, State and Local tax filings and supporting schedules.

• W-2's
• Interest statements -1099-INT
• Dividend statements - 1099-DIV
• Mortgage statement - 1098-MORT
• Charitable contribution receipts
• Any and all other statements pertaining to: business, rental or K-1 income

Partnership, LLC and LLP Returns

Personal Income Tax Services will prepare all of the required schedules and documents in accordance with Federal, State and Local tax guidelines. Our clients will be provided with an electronic (PDF) copy as well as a paper copy of their returns. The client must provide a valid email address to receive an electronic copy of the return.

What to Bring

Gather your prior year tax information including your Federal, State and Local tax filings and supporting schedules.

• Quickbooks file and/or accounting records
• A record of fixed assets from prior year and current year
• Receipts for large purchases
• Mileage statements for partners (if required)
• Payroll reports (if required)
• Any and all other statements pertaining to the business

S-Corporation Returns

Personal Income Tax Services will prepare all of the required schedules and documents in accordance with Federal, State and Local tax guidelines. Our clients will be provided with an electronic (PDF) copy as well as a paper copy of their returns. The client must provide a valid email address to receive an electronic copy of the return.

What to Bring

Gather your prior year tax information including your Federal, State and Local tax filings and supporting schedules.

• Quickbooks file and/or accounting records
• A record of fixed assets from prior year and current year
• Receipts for large purchases
• Mileage statements for partners (if required)
• Payroll reports (if required)
• Any and all other statements pertaining to the business

Property Tax/Rent Rebate PA onlyReturns

Personal Income Tax Services will prepare all of the required schedules and documents in accordance with State tax guidelines. Our clients will be provided with an electronic (PDF) copy as well as a paper copy of their returns. The client must provide a valid email address to receive an electronic copy of the return.

What to Bring

Gather your prior year tax information for the PA-1000 including all supporting schedules.

• W-2's
• Interest statements -1099-INT
• Dividend statements - 1099-DIV
• Retirement Income - 1099R
• Property tax receipts
• Rent certificate signed by landlord (if required)
• Social Security statements - 1099-SA
• Proof of age
• Any and all other statements pertaining to: business, rental or K-1 income

Small Business Accounting

Personal Income Tax Services, LLC can free up your valuable time by preparing bank reconciliations, bookkeeping tasks and monthly, quarterly and yearly profit and loss statements as well as balance sheets. As a small business owner, managing your books efficiently is key to success.

Let Personal Income Tax Services, LLC Do it

We understand that as your business grows many small business owners simply don’t have the time to download, input and reconcile bank transactions every month. Let Personal Income Tax Services, LLC help. You can spend your time focusing on growing your business while we focus on your bookkeeping.

Personal Income Tax Services, LLC President

Kevin has been a local resident in the North Hills community most of his life. After graduating from North Allegheny High School, he earned an Associate’s Degree in General Business from CCAC. He went on to graduate from Penn State University in 2001 with a Bachelor’s degree in accounting. Kevin spent four years working in regional accounting firms in the states of Virginia and Pennsylvania and a number of years working in the mutual fund and corporate tax fields while successfully growing his own company, Personal Income Tax Services, LLC. Personal Income Tax Services has been in business since 2002, growing steadily each year. Kevin resides in Marshall Township with his wife and 3 children.

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Senior Analyst

Dan has lived with his wife Barbara in the North Hills of Pittsburgh for the past 44 years, where they raised their three children. Dan holds a bachelor's degree in accounting and masters degree in business from Robert Morris University. His business experience includes 40 years as a financial controller, and 30 yrs as part-time college faculty, teaching accounting and taxes. He also has 40 years of tax season experience, including 5 years with Personal Income Tax Services.

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Part-time Internship

Personal Income Tax Services will prepare all of the required schedules and documents in accordance with State tax guidelines. Our clients will be provided with an electronic (PDF) copy as well as a paper copy of their returns. You must provide a valid email address to receive an electronic copy of your return.

What to Bring

Gather your prior year tax information for the PA-1000 including all supporting schedules.

• W-2's
• Interest statements -1099-INT
• Dividend statements - 1099-DIV
• Retirement Income - 1099R
• Property tax receipts
• Rent certificate signed by landlord (if required)
• Social Security statements - 1099-SA
• Proof of age
• Any and all other statements pertaining to: business, rental or K-1 income

Should you file your own tax return

Turbo Tax, Tax Act and HR Block all have guided web based applications that can help you through the process of completing your tax return online. These programs are very good for simple tax returns. Most of the time the software will keep a copy of the return for the current year, but when you try to bring the information from a prior year into a current year it requires an upgrade to the free file service. Year after year, you will have to put all of your information back into their system. This can create the possibility of making transcription errors on Social Security numbers and Employer Identification numbers. You will need to double check all of your input to assure it is correct.

I have yet to see a free Federal file tax program provide the state income tax return for free as well. The cost of importing your tax information from the Federal Tax return to the state income tax return ranges from $9.95 at the low end to $39.95 and higher depending on how complicated your tax return is. There are other problems with free tax software as well as paid tax software when it comes to importing the data from the Federal income tax return. In many cases, states offer other deductions and credits that the IRS does not. Unless you are well versed in your state's income tax law, it is very easy to omit these helpful cuts to your state tax return.

If your tax return is in fact simple, it can make sense to do it for free using some of the free file options. As you grow financially and in life, it is probably best to seek professional assistance. You will certainly get a better understanding of the “whys” of your tax return to better serve you in the future.

At Personal Income Tax Services, LLC, we encourage you to give us a call to complete your income tax needs. Our tax prep fees are based on complexity. We also provide you with a paper copy of your return and PDF copies as requested.

By Kevin Mentel - President Personal Income Tax Services, LLC.