Employees & families
Personal return preparation with attention to your employment income, household information, and the documents that apply to your situation.
Individual Tax Preparation · All 50 StatesPersonal taxes.
Personal taxes.
Personal attention.
Experienced tax preparation for individuals and families, with room for your questions and attention to your life.
From your everyday income to a year of big changes, Hearthstone helps bring the pieces of your return together. Work with us virtually from anywhere in the United States, backed by more than 20 years of accounting and tax experience.
20+ yearsAccounting & tax experience
All 50 statesState return experience
Work from anywherePersonal service, delivered virtually
Your return begins with youThere's a person
There's a person
behind the paperwork.
Your tax return reflects more than a collection of forms. It reflects your work, your family, and the decisions and changes that shaped your year.
We take time to understand your situation, ask for the right information, and explain what comes next. Whether your needs are familiar or your circumstances have changed, you'll have a clear process and a place to bring your questions.
Individuals & families welcomeSupport for the way
Support for the way
you earn, live, and grow.
We'll discuss your circumstances and agree on the preparation work involved before we begin.
Retirees
Help bringing together information about pensions, retirement account distributions, Social Security, investments, and other income.
Self-employed individuals
Preparation for people earning income through independent work or a small business, including a review of the income and expense records needed.
Rental property owners
Attention to rental income, expenses, and property records as part of preparing the applicable tax returns.
Investment income
Help organizing tax information from investment accounts and other sources of income so it can be considered in your return.
Moves & multiple states
Experience with returns in all 50 states. If you moved or earned income across state lines, we'll discuss which state returns your situation involves.
A personal connection, wherever you liveYour kitchen table.
Your kitchen table.
Our Easton office.
One simple connection.
You can work with Hearthstone without traveling to an office. Our primarily virtual approach makes tax preparation accessible from your home, your business, or wherever you manage your records.
We guide you through secure document sharing, appointments, return review, and electronic signatures. If you prefer an in-person appointment in Easton, let us know so we can discuss arrangements.
Already working with another preparer? We're happy to discuss your needs and what information would help us get started.
How working together beginsClear next steps.
Clear next steps.
Support along the way.
We explain the process before you begin and let you know when additional information is needed.
01
Tell us about your year.
We'll discuss your needs, major changes, and the states involved, then review the scope of work and fees.
02
Share your documents securely.
We provide document-sharing instructions and explain what to gather. We'll follow up with questions as we prepare your return.
03
Review, sign, and move forward.
Review your completed return, discuss questions, and complete the required authorizations. We'll guide you through the filing steps.
Before we get startedGather the pieces.
Gather the pieces.
We'll help with the picture.
Your document list will depend on your situation. Here are some useful starting points.
About you & your year
- Your prior-year federal and state tax returns
- Information about your household and any changes
- Details of a move, new job, or change in income
- Questions you'd like to discuss at your appointment
Income & supporting records
- Employment, retirement, and other income tax documents
- Investment and interest statements, where applicable
- Self-employment or rental income and expense records
- Records of estimated tax payments and other relevant items
We'll provide a more specific document list once we understand your situation. Please wait for secure sharing instructions before sending tax returns, identity information, or other sensitive documents.
A few helpful answersFeel comfortable
Feel comfortable
before you begin.
Do I need to live in Pennsylvania?
No. Hearthstone is based in Easton, Pennsylvania, and welcomes clients throughout the United States. We work primarily virtually and have experience preparing returns in all 50 states.
Can I switch from my current tax preparer?
Yes. We can discuss your needs and whether Hearthstone is a good fit. Your prior-year returns and information about your current situation are useful starting points.
Can the entire process be handled remotely?
Yes. We guide you through secure document sharing, remote appointments, return review, and electronic signatures, so an office visit isn't required.
How much will my tax return cost?
Fees depend on the work required, including the types of income, returns involved, and condition of your records. We discuss scope and fees before beginning the agreed work.
How long will preparation take?
Timing depends on the complexity of your return, receipt of complete information, and our current workload. We'll discuss timing when we begin and let you know if more information is needed.
What if I have farm income too?
Farm tax and accounting is a major specialty of Hearthstone. We can discuss your farm activity alongside your personal tax preparation needs.
Explore Farm Tax & AccountingLet's make your next
tax season feel clearer.
Tell us about your year, your questions, and the support you're looking for. We'd like to get to know you.