Senior Tax Strategies

Senior Tax Strategies Providing tax preparation for seniors, their families, and small businesses (excludes partnerships, S-corps, and C-corps).

We serve Central PA and beyond and offer free tax consultation.

A retiree came in to her free consultation feeling overwhelmed after a year with multiple 1099s and a few account change...
09/25/2026

A retiree came in to her free consultation feeling overwhelmed after a year with multiple 1099s and a few account changes. After we walked through everything together, she told us the best part was simply having it explained clearly, step by step.

That peace of mind is what we aim for every season.

Call (717) 505-0677 or email [email protected].

If you schedule a free tax consultation before the season begins, a smooth appointment usually comes down to having the ...
09/23/2026

If you schedule a free tax consultation before the season begins, a smooth appointment usually comes down to having the right documents in one place. Here are a few common items to gather:

• Social Security (SSA-1099)
• Pension/annuity forms (1099-R)
• Interest/dividends (1099-INT / 1099-DIV)
• Any tax documents for IRA withdrawals or RMDs
• Last year’s tax return (helpful for continuity)

If you’re not sure what applies to you, we’re happy to guide you.
Call (717) 505-0677 or email [email protected].

Retirees, a checklist can make preparing your tax return much easier, especially if you have Social Security, retirement...
09/21/2026

Retirees, a checklist can make preparing your tax return much easier, especially if you have Social Security, retirement income, or a recent life change.

If you are helping a parent, send us the latest tax forms. If you have questions, we're here to help.

Call Senior Tax Strategies at (717) 505-0677 or email [email protected] for friendly, senior-focused guidance from a team with 27 years of experience.

I'm Philip Richardson, and my clients often tell me what they appreciate most is peace of mind.They like having a patien...
09/18/2026

I'm Philip Richardson, and my clients often tell me what they appreciate most is peace of mind.

They like having a patient, experienced team that explains things clearly and helps them feel confident their return is handled carefully.

If you're a retiree (or helping a parent) and want a steady hand for tax season and year-round planning, we're here.

Call (717) 505-0677 or email [email protected].

Senior tax season feels easier with a plan.Keep receipts in one place, note retirement income changes, and bring your qu...
09/14/2026

Senior tax season feels easier with a plan.

Keep receipts in one place, note retirement income changes, and bring your questions to your appointment. A little prep can make tax time less stressful and help us focus on the details that matter most.

Call (717) 505-0677 or email [email protected] for friendly help from a team that has worked with retirees since 1999.

Think tax myths only confuse seniors?Not true. Social Security, retirement income, and even your filing plan can be easi...
09/11/2026

Think tax myths only confuse seniors?

Not true. Social Security, retirement income, and even your filing plan can be easier to understand with the right guidance, and not every preparer knows how to handle senior tax situations well.

Call Senior Tax Strategies at (717) 505-0677 or email [email protected] for friendly, experienced help.

Social Security & Retirement Income Tax BasicsMany retirees are surprised to learn that Social Security benefits can be ...
09/09/2026

Social Security & Retirement Income Tax Basics

Many retirees are surprised to learn that Social Security benefits can be taxable. Here's what you should know:

If your combined income (adjusted gross income + non-taxable interest + half of Social Security) exceeds certain thresholds, 50% to 85% of your benefits may be subject to tax.

Please note: The current senior tax credit in effect from 2025 to 2028 offsets some or all of the tax, depending on your return information.

This is general information. The specifics depend on your individual situation.

Call us at (717) 505-0677 or email [email protected] to discuss your retirement income strategy. We're here to help you understand your tax obligations.

Year-Round Tax Planning Beats April ScramblingTax planning shouldn't wait until April. Here's why:Timing income and dedu...
09/04/2026

Year-Round Tax Planning Beats April Scrambling

Tax planning shouldn't wait until April. Here's why:

Timing income and deductions throughout the year can reduce your tax bill significantly. Charitable giving, retirement contributions, and investment decisions all have tax implications.

A few strategic moves in November or December can save you thousands come tax time. That's where we come in. Our tax consulting services (available May through January) help you plan ahead and avoid surprises.

Ready to get ahead of next year's taxes? Call (717) 505-0677 or email [email protected]. Let's build a plan that works for you.

Don’t let tax myths worry you.Many seniors hear the wrong advice about Social Security, retirement income, and deduction...
09/02/2026

Don’t let tax myths worry you.

Many seniors hear the wrong advice about Social Security, retirement income, and deductions. A quick review at Senior Tax Strategies can help separate myth from fact, and keep tax season simpler.

Call us at (717) 505-0677 or email [email protected] for friendly, general guidance.

Address

450 Murry Hill Drive
Lancaster, PA
17601

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 2pm

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