Personal service.
Wherever you
call home.
A clear process. A personal connection. Tax and accounting support that fits where you live and work.
Hearthstone is based in Easton, Pennsylvania, and works primarily virtually with clients across the United States. From the first conversation to reviewing your return, we explain what happens next and help you get there.
You don't need
to be nearby
to feel understood.
Working virtually should make things easier to manage. We provide instructions for sharing records, explain what information is needed, and follow up when there are questions.
Whether you're at your kitchen table, on the farm, or running your business, you can work with an experienced advisor without making a trip to Easton.
Prefer an in-person appointment? Let us know so we can discuss arrangements at our Pennsylvania location.
Know what comes next.
Every step of the way.
These are the usual stages of a tax preparation engagement. Accounting and bookkeeping work is scoped to the services you need.
Start with an appointment.
Tell us about your situation, the services you're looking for, and any changes or concerns. We discuss whether Hearthstone is a good fit.
Agree on services & fees.
We review the work involved, the information needed, fees, and expected timing so you understand the engagement before it begins.
Share your documents securely.
We provide secure sharing instructions and a document list suited to your circumstances. You'll know where to send records and what to gather.
Prepare & clarify.
We prepare the agreed work and follow up on missing information or questions. Your responses help keep the process moving.
Review & sign.
Review your completed return, discuss questions, and complete the required electronic signatures and authorizations.
Complete filing & next steps.
We guide you through the filing process and explain any remaining actions, including relevant payment instructions and records to retain.
Bring your questions.
We'll make time
to talk them through.
Appointments give us time to discuss your circumstances and provide thoughtful attention. Let us know what you'd like to cover so we can prepare for the conversation.
For questions about your tax situation, please arrange an appointment. Administrative questions and document follow-ups can be handled through the communication methods we establish when you begin.
Tell us about important changes, missing documents, or timing concerns as soon as you can. We'll discuss how they affect the work ahead.
A clear place
for your records.
Tax returns and financial records contain sensitive information. We provide instructions for using our secure document-sharing process when your engagement begins.
You won't need to guess where documents belong. Ask us for guidance if you're unsure how to provide something.
Before you send anything
- Wait for secure document-sharing instructions.
- Use the designated upload method for returns and sensitive records.
- Avoid sending Social Security numbers or tax documents through ordinary email.
- Tell us if a document is missing or difficult to provide.
No portal registration or document upload is available on this page yet. Access details will be provided when available.
A little preparation
makes a smoother beginning.
You don't need every document in hand for an initial conversation. Start with an overview of your needs.
New to Hearthstone?
- Think about the services you need help with.
- Note the states connected to your income or business.
- List major changes and questions for your appointment.
- Have your prior-year returns available for when we request them securely.
Switching preparers?
- Identify your most recent completed returns.
- Let us know about unfinished work or approaching deadlines.
- Explain how your business or farm records are maintained.
- Tell us about any tax notices or unresolved questions.
We discuss the scope of work before beginning. An initial inquiry does not mean a return is being prepared or a deadline is being handled; we'll confirm the services and timing together.
Feel at home
with the process.
Do I ever need to visit the Easton office?
No. We can work with you remotely, including document sharing, appointments, return review, and electronic signatures. If you prefer to meet in person, let us know so we can discuss arrangements.
Can you help if I live in another state?
Yes. Hearthstone welcomes clients across the United States and has experience preparing returns in all 50 states. We'll discuss the state returns your situation involves.
How do I upload my tax documents?
We provide secure document-sharing instructions when you begin. Please wait for those instructions before sending returns or sensitive records. This page does not currently provide a portal login or upload form.
What if I'm not comfortable with the technology?
Tell us where you need help. We can explain the steps and discuss how you can provide the information needed for your engagement.
How do I ask questions about my return?
Arrange an appointment to discuss your tax situation. We'll explain the communication and follow-up process when we start working together.
How long does virtual tax preparation take?
Timing depends on the complexity of the work, receipt of complete information, your responses to questions, and our current workload. We'll discuss expected timing when we agree on the engagement.
Can you work with my farm or business virtually?
Yes. We serve farms and other businesses remotely, as well as individuals and families. We'll discuss how your records are maintained and the services you need.
Farm Tax & Accounting · Business Tax & AccountingA personal connection
starts with a conversation.
Tell us about your farm, your business, or your personal tax needs. We'll discuss how working together could look.