Our Tax Preparers are Ready to Prepare Your Taxes! A Well Thought Out Plan for Tax Preparation Should Include Investments, Insurance, and Retirement Stratagies. We are a full service CPA Firm located in New Castle County, Delaware.
Colonial Financial & Income Preparation Tax Service. We can help you with a full range of financial planning, retirement planning, investment products, and tax services. Our members include Tax Preparers, Certified Public Accountants (CPA), Financial Planners (CFP), Chartered Life Underwriters (CLU), and Tax professionals (MS) with many years of experience. Our services include a comprehensive assessment of your current investment picture, beneficial adjustments to your portfolio, income tax preparation for your federal and state income tax returns, and assisting you with tax planning opportunities. We also prepare business returns, including corporations, partnerships, LLC'S, and trusts.
The fees we charge vary depending on the complexity of the financial, tax preparation, or retirement planning services you need. We believe our fees are both reasonable and competitive for the professional services we provide.
To begin our service, we will interview you using our financial data organizer, which lists a host of questions and documents that we will require in order to understand your needs.
Call us today, 302-322-1135, to arrange a FREE initial consultation.