A simpler way to work with real tax professionals
Tax preparation
that fits your life.
Upload your documents securely from your phone or computer. Our experienced tax professionals prepare your return, answer your questions, and handle the filing.
You upload. We do the taxes.
Meet with us when it makes sense for you.
From first upload to filed
Four straightforward steps.
One experienced team.
Our process makes it easy to share your documents and stay connected while experienced local professionals handle the tax work.
GET STARTED
Start your return.
Whether you are new to Keystone Tax Service or returning for another tax season, the first step is accessing your secure client portal.
Contact our team to get started. We will explain the process and help you access the secure portal.
Sign in to your existing portal and begin uploading your documents whenever they become available.
SHARE YOUR DOCUMENTS
Upload as documents arrive.
Many tax documents are already available online. Instead of printing everything and waiting until your paperwork is complete, add documents securely as you receive them.
Use your computer, smartphone, or the portal’s mobile app—whichever is easiest for you.
WE HANDLE THE TAX WORK
Work with a real professional.
Once your documents are available, an experienced Keystone Tax Service professional prepares your return and reviews the details of your situation.
If we need another document, have a question, or identify something worth discussing, our team will contact you. You can communicate through the portal and arrange a conversation when it makes sense.
CROSS HOME PLATE
Review, sign, and file.
When your return is ready, review the completed documents securely through your portal. We can discuss any questions before you approve your return.
Sign the required filing documents electronically, and our team will handle the submission. Your completed return remains available for your records.
Get started with the portal →The convenience of an app. The confidence of a professional.
Use your phone.
Use your computer.
Use what works for you.
Your secure client portal lets you share documents, stay connected with our team, and review your completed return without organizing your life around an office visit.
Personal attention, without unnecessary appointments
Meet with us when
it makes sense for you.
Some tax situations benefit from a conversation. Others can be handled smoothly through the portal from start to finish.
Either way, you are working with real local tax professionals who know your situation. If you would like to talk something through, we can arrange a phone, virtual, or in-person conversation.
Questions before you get started?
Clear answers.
No curveballs.
Our front desk can help with portal access, document questions, and scheduling. Individual tax advice is provided by a tax professional.
Call 610-615-5487 →Do I need to schedule an appointment?
Not necessarily. Many clients can complete the entire process through the secure portal. Appointments are available when your situation calls for one or you prefer a conversation.
Am I preparing my own tax return?
No. Your return is prepared by experienced Keystone Tax Service professionals. The portal is simply a secure way to share documents, communicate, review your return, and sign electronically.
Can I use my phone instead of a computer?
Yes. You can access the secure portal from your smartphone, including through the available mobile app, or use a computer if you prefer.
What if I still receive paper documents?
You can upload paper documents using your phone or share them with our office. Contact our team if you need help choosing the easiest option.
Do I need all my documents before I start?
No. You can begin the process and upload documents as they arrive. Our team will let you know if additional information is needed.
Is the client portal secure?
The portal is designed to provide a secure place to share sensitive tax documents, communicate with our team, and review your completed return.
Can I still meet with a tax professional?
Absolutely. Meet with us when it makes sense for you. Phone, virtual, and in-person conversations can be arranged when they would be helpful.
Ready when you are
Upload when you’re ready.
We’ll take it from there.
You upload. We do the taxes. Meet with us when it makes sense for you.
Questions? Call 610-615-5487 or email info@homeruntaxes.com