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    Catherine J Heath Financial

    5.0 (1 review)

    Services - Catherine J Heath Financial

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

    Audit and conflict resolution support

    1 More Service

    Tax planning

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    13 years ago

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    PA Financial, CPA

    PA Financial, CPA

    (2 reviews)

    I requested a tax preparation for my elderly father as POA. Given the brief information I provided…read morein the Yelp request, Philip was able to determine that I needed to file for three tax jurisdictions: federal, NJ non-resident and CA resident. After sharing tax documentation for my father, Philip worked quickly to prepare drafts of the tax returns within two days. We signed and finalized the tax return e-filing the very next day. He was able to walk through the complex real estate related capital gain/loss tax issues from step-up basis from a death of the spouse, federal exclusion for principal residence to NJ refund of estimated gross income tax collected at the time of closing. In fact, he had prepared the appropriate refund claim documents that I can send to NJ Division of Taxation without any additional charge; I am quite pleased that Philip did not require an additional fee to the initial quote that he provided as the response to my Yelp request for these extra claim documents. I feel that PA Financial, CPA had charged a reasonable tax preparation fee given the complexity of the tax issues involved. All throughout the tax preparation process, Philip was responsive to my questions and concerns and accommodated for the difference in timezone (I lived in CA). Although I do not have a future need for NJ tax filing, I would highly recommend PA Financial, CPA firm for your NJ resident or non-resident tax preparation needs.

    PA Financial helped me a lot with my tax returns! I had to file an amendment to my 2021 returns and…read morethey were extremely efficient in sorting out everything. They were so thorough, efficient, and caring that I sought them to also file my 2022 returns. I strongly recommend them!

    Catherine J Heath Financial - taxservices - Updated June 2026

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