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.

Peace of mind at tax time matters. This retired couple came in worried about making sense of retirement income and the p...
10/09/2026

Peace of mind at tax time matters.

This retired couple came in worried about making sense of retirement income and the paperwork that goes with it, and left feeling organized and relieved. Our experienced team helps seniors and families with clear, friendly tax preparation and planning.

Call (717) 505-0677 or email [email protected] for general guidance or to schedule your appointment.

"I was worried we had missed something important with our retirement income. The process was clear, patient, and we felt...
10/07/2026

"I was worried we had missed something important with our retirement income. The process was clear, patient, and we felt confident everything was handled correctly." Marvin S.--Mount Joy, PA

That peace of mind is exactly why we do what we do. Senior Tax Strategies has been serving retirees and their families in Central PA since 1999, and this year marks 27 years of helping people feel steady and informed.

If you would like guidance for your situation, call (717) 505-0677 or email [email protected].

A simple way to lower stress later is to start a “tax folder” now and add items as they arrive. A few common documents t...
10/05/2026

A simple way to lower stress later is to start a “tax folder” now and add items as they arrive. A few common documents to watch for:

• Social Security (SSA-1099)
• Pension/annuity statements (1099-R)
• Interest/dividends (1099-INT / 1099-DIV)
• Charitable giving receipts
• Property tax information

If you’re not sure what applies to your situation, we’re happy to help you sort it out. Call (717) 505-0677 or email [email protected].

A few missing forms can slow everything down, but a simple checklist makes tax time much easier. At Senior Tax Strategie...
10/02/2026

A few missing forms can slow everything down, but a simple checklist makes tax time much easier. At Senior Tax Strategies, we help seniors sort through retirement income, Social Security, and other common tax questions with almost three decades of experience.

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

Taxes feel less overwhelming with the right help.One retiree told us she finally felt at ease after getting clear answer...
09/30/2026

Taxes feel less overwhelming with the right help.

One retiree told us she finally felt at ease after getting clear answers about Social Security and retirement income. That peace of mind is why families keep trusting Senior Tax Strategies.

Call (717) 505-0677 or email [email protected] for friendly, professional help.

Taxes felt easier this year.That is what we hear from many retirees after a calm, careful appointment. With 27 years of ...
09/28/2026

Taxes felt easier this year.

That is what we hear from many retirees after a calm, careful appointment. With 27 years of experience, Senior Tax Strategies helps Central PA families feel confident about Social Security, retirement income, and the paperwork that comes with both.

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

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].

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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