Accounting and tax for real estate in Wynnewood, 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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Wynnewood at a glance

• 25

  real estate firms with paid employees in the ZIP code 19096 that serve Wynnewood

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

• 9%

  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)

Tax offices for Wynnewood real estate businesses

• Lower Merion Township Tax Collector's Office

  Town property tax collection.

  Phone (610) 645-6210

  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 - Philadelphia

  Federal tax help in person.

  600 Arch St., Philadelphia, PA 19106

  Phone (267) 941-6800

  Official website

Wynnewood is unincorporated; Lower Merion Township handles local property tax.

Wynnewood is unincorporated. Property tax there is collected by the Lower Merion Township Tax Collector's Office and the Montgomery County Treasurer's Office.

The Pennsylvania Department of Revenue is the state office, and the IRS Taxpayer Assistance Center - Philadelphia is the federal one. Census ZIP Code Business Patterns 2023 counts 25 real estate firms with paid employees in ZIP code 19096.

A proxy estimate derived by Tucker from IRS Statistics of Income data puts 9% of returns filed from that ZIP code as reporting rental or royalty income. Brent prepares individual returns with rental properties for real estate clients in Wynnewood.

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