Wardwell Tax Service, LLC

Donald J. Wardwell, AFSP, is the proprietor of Wardwell Tax Service LLC. He graduated from Rochester Institute of Technology with a baccalaureate degree. In November 2010, Don volunteered as a tax preparer with an Internal Revenue Service community outreach program. This provided Don with formal IRS training, high volume, on-demand, client-centric experience. After several years as a volunteer, Don was promoted to supervise a team of thirteen volunteer tax preparers in this program. By November of 2014, Don started his professional income tax preparation business. He is a credentialed tax preparer with the Internal Revenue Service and maintains a PTIN, EFIN, and EIN. Don participates in the IRS Annual Filing Season Program for professional tax preparers. He regularly exceeds the minimum annual continuing education unit (CEU) requirements. After meeting the requirements for CUE credits and passing the annual testing and exams, he qualifies to receive an AFSP Record of Completion from the IRS. This annual recertification, authorizes Don to represent his tax clients before the IRS. He has done so in every year that he has been in practice.

The firm prepares, quality reviews and files personal income tax returns. This includes federal, any applicable state(s), and local. Local returns may include city, county, township and municipality. In addition, the PA property tax/rent rebate is available for qualifying PA residents. In addition, the firm prepares extensions, amendments. The firm can respond to communication from any taxing authority. Additional projects may include preparing estimated withholding after changing jobs or adding a second job (multiple employers). Other assignments include preparing estimated quarterly tax payments for federal, state, and local. This is common for those who are established as self-employed. For individuals who are self-employed, the firm is certified to assist sole proprietors and single entity LLC’s.

Local access includes two options. Contact-free service using a secure document lock box in addition to a paperwork drop-off alternative. The paperwork drop-off alternative is curbside, and is available by appointment only. Remote access is available through the new secure portal called TaxDome. This portal is 100% contact-free allowing everything to be completed using your personal/mobile device(s).

The firm advises clients throughout the calendar year on personal tax matters. Personal income sources include employment, self-employment, rental property, investments (stocks/bonds/mutual funds/ETF’s), sale of a home, capital gains, etc.