Professional tax preparation starts here
Your documents
are ready.
So are we.
Upload securely from your phone or computer. Our experienced local tax professionals prepare your return and help you through the rest.
You upload. We do the taxes.
Meet with us when it makes sense for you.
Choose the right first step
Taxes or bookkeeping?
Start in the right place.
Whether you are filing a return, coming back for another tax season, or looking for bookkeeping support, you do not need to schedule an appointment just to begin.
New tax client.
Let our team know you would like to start a tax return. We will explain what comes next and help you access the secure client portal.
- Contact our team to request access.
- Receive your secure portal invitation.
- Upload tax documents when ready.
Prefer a quick call? 610-615-5487
Returning tax client.
Already have portal access? Use your existing invitation, or ask our team for help if you need a fresh access link.
- Open your secure client portal.
- Upload current tax documents.
- We will take it from there.
Need help signing in? Call our team
I need bookkeeping help.
Tell us whether you need ongoing bookkeeping, catch-up work, account reconciliations, or QuickBooks cleanup.
- Share a brief overview of your needs.
- We review your records and current setup.
- We recommend the right next step.
Already use QuickBooks? Mention the version in your message.
Start with what you already have
You do not need every document
before you get started.
Tax clients can upload forms as they arrive. Bookkeeping clients can begin with an overview of their current records and the work they need completed.
Personal & Household
Common documents for individuals and families.
- W-2 wage statements
- 1099 income documents
- Dependent information
- Prior-year return, if you are new
Retirement & Investments
Documents related to retirement and investment income.
- 1099-R retirement distributions
- Social Security statements
- Interest and dividend forms
- Brokerage and investment statements
Small Business & Rentals
Information for owners, contractors, and landlords.
- 1099-NEC and business income
- Income and expense records
- Rental property information
- Partnership or S corporation K-1s
Bookkeeping Records
Helpful information for bookkeeping and cleanup work.
- Bank and credit card statements
- Current bookkeeping software
- Most recent financial statements
- Months or years needing attention
Other Tax Information
Additional items that may apply to your return.
- Mortgage and property tax forms
- Education-related statements
- Health coverage documents
- Notices or questions for our team
Your phone can be your tax-season sidekick
Upload from home.
Upload on your lunch break.
Upload when it works for you.
Your secure client portal works on your computer and smartphone. Use the smartphone app or your phone’s browser to share documents, communicate with our team, and keep everything in one place.
What happens after you get started
A clear path from
your first upload to filed.
New clients request a portal invitation. Returning clients use their existing access or ask for help signing in.
Add your W-2s, 1099s, business records, and other documents through the secure portal as they become available.
An experienced Keystone Tax Service professional prepares your return and contacts you if anything needs attention.
Review the completed return, ask questions when needed, and sign the filing documents electronically.
Personal attention, without the pressure
Meet with us when
it makes sense for you.
Many tax returns and bookkeeping tasks can be handled smoothly through secure digital tools. Others benefit from a conversation about a business change, cleanup project, rental property, family situation, or unusual tax document.
If talking something through would help, we can arrange a phone, virtual, or in-person conversation. You are always working with a real local professional.
Explore our local offices →A few quick answers
Getting started
should feel simple.
Questions before you begin? Our team is here to help you find the right next step.
Call 610-615-5487 →Do I need an appointment before I upload my documents?
No. Many clients begin and complete the process through the secure portal. We can arrange a conversation if your situation would benefit from one.
What if I do not have all of my tax forms yet?
You can get started with the documents you already have and upload additional forms when they arrive. Our team will let you know if we need anything else.
Can I upload documents from my phone?
Yes. Your secure client portal is accessible from your smartphone or computer, and a smartphone app is available for added convenience.
Should I email you my W-2 or Social Security number?
No. Email us only to request assistance or portal access. Tax documents and other sensitive personal information should be shared through the secure client portal.
Who actually prepares my tax return?
Your return is prepared by the experienced local professionals at Keystone Tax Service. Home Run Taxes is not do-it-yourself tax software.
Ready when you are
Your local team is ready.
Let’s get started.
Start a tax return, request portal help, or tell us what your business needs from its bookkeeping.
Questions? Call 610-615-5487 or email info@homeruntaxes.com