Individual tax preparation
Federal and state returns prepared carefully and filed on time, with a clear explanation of what changed from last year.
- Form 1040 and state returns
- Rental property income, Schedule E
- Self-employment and side income
Tax & Advisory · Philadelphia
Clarity for your taxes, all year long.
Tax preparation, planning and bookkeeping for individuals and owner-run businesses, delivered with care and fully remote.
Our practice
We are a small firm by design. As a family-owned practice, you work with the same people every year, people who know your history, plan ahead with you, and answer when you call.
What we do
Four services, one picture of your finances
Start with one, or let us handle all of it so your books, your planning and your return tell the same story.
Business tax preparation
Entity returns for owner-run businesses, coordinated with the owners' personal filings.
- S corporations, Form 1120-S
- Partnerships and multi-member LLCs, Form 1065
- Sole proprietors and single-member LLCs
Tax planning & advisory
The best savings come from decisions made before December 31. We help you make them.
- Year-end and multi-year projections
- Entity selection and owner compensation
- Quarterly estimated payment planning
Bookkeeping
Monthly books you can trust and reports you can use to run the business.
- Monthly reconciliations and close
- Profit & loss, balance sheet, cash flow
- Clean, tax-ready books at year end
Our approach
Simple from the first call
No office visits and no paper piles. Everything happens by video and through a secure portal, on your schedule.
Introductory call
A short conversation to understand your situation and what you need.
Clear proposal
A written scope and fee, so you know the cost before any work begins.
Secure document upload
Send everything through an encrypted portal. We tell you exactly what is missing.
Review and file
We walk you through the results, then file. Planning continues through the year.
Planning ahead
The calendar matters. We watch it for you.
Every client gets reminders before each deadline that applies to them, plus a mid-year check-in so nothing in April is a surprise.
Who we are
A family-owned practice
Blue Orange Wealth is based in the Philadelphia area and works with clients entirely online.
We started the firm to give individuals and small business owners the attention that tends to get lost at larger firms: direct access, plain-English explanations, and advice that looks ahead instead of only filing what already happened.
PersonalThe same people every year
ResponsiveReplies within one business day
Forward-lookingPlanning, not just filing
Contact
Let's talk.
Tell us a little about what you need. We reply within one business day to set up an introductory call.
LocationPhiladelphia area · serving clients remotely