Accounting and tax for real estate in Lower Merion Township, delivered remotely

Sound familiar?

• You want a clearer picture of each property.

  Books kept property by property show what each one earns and costs — and carry straight through to your return.

• Properties held in partnerships or LLCs.

  Coordinate the returns and reporting required for your properties and entities with your individual tax return.

• A purchase, sale or refinance is coming.

  The tax effect of a transaction is best understood before it closes, not after. Talk it through with Brent while the choices are still open.

Your situation isn’t on this list? Tell us about it — every engagement starts with a conversation.

How we help.

• Monthly accounting

  Property-level books, reconciled and reported.

• Individual returns with rental properties

  Federal and state, rental activity included.

Services and starting prices.

• 01

  Tax Preparation

  From $300

  Individual returns (federal and one state) from $300; business returns from $750.

• 02

  Accounting + Tax + Planning

  From $900/mo

  Monthly accounting and reporting, business and owner tax returns, proactive tax planning and year-round CPA access.

  Founding Client Rate: $825/month for your first 12 months when you engage by March 31, 2027. Terms

• 03

  Monthly Accounting

  From $400/mo

  Transaction categorization, account reconciliations, financial statements and regular accounting support.

Starting prices. Your scope and price are agreed in writing before work begins.

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Lower Merion Township at a glance

• 169

  real estate firms with paid employees in the 7 ZIP codes that serve Lower Merion Township

  Source: U.S. Census Bureau, ZIP Code Business Patterns 2023

• 10%

  share of returns with rental or royalty income (proxy)

  Source: derived by Tucker from IRS Statistics of Income ZIP code data, tax year 2022 (returns filed from the place’s ZIP codes, a proxy for the place)

• 15.3

  property managers per 10,000 tax returns filed in its ZIP codes

  Source: derived by Tucker from Census ZIP Code Business Patterns 2023 and IRS Statistics of Income ZIP code data, tax year 2022

Tax offices for Lower Merion Township real estate businesses

• Lower Merion Township Business Tax Division (Finance Department)

  City business tax and licenses.

  Phone (610) 645-6142

  Official website

• Montgomery County Treasurer's Office

  County property tax collection.

  One Montgomery Plaza, 6th Floor, Norristown, PA 19401

  Phone 610-278-3066

  Official website

• Pennsylvania Department of Revenue

  State tax and revenue agency.

  Phone 717-787-1064

  Official website

• IRS Taxpayer Assistance Center - King of Prussia

  Federal tax help in person.

  601 South Henderson Rd., King of Prussia, PA 19406

  Phone (610) 992-5130

  Official website

Brent Tucker, CPA, keeps the books for rental and property work organized property by property and prepares the returns that go with them.

As a rough proxy, Tucker CPA estimates from IRS Statistics of Income data that 10% of returns filed from the ZIP codes serving Lower Merion Township include rental or royalty income. Lower Merion Township is in Montgomery County, Pennsylvania.

The Lower Merion Township Business Tax Division (Finance Department) is the township's office for local taxes, and the Montgomery County Treasurer's Office collects property tax.

The Pennsylvania Department of Revenue covers the state, and the IRS Taxpayer Assistance Center - King of Prussia covers the federal level.

Source: each office's official website, checked October 16, 2026.