01/18/2026
We sent out our yearly letter via email today. If you did not see it or are having trouble reading it, here it is below:
January 18, 2026
Dear Client,
It is that time of year again. I am excited to announce some positive changes. Over the summer I took a full-time position managing a CPA firm in NJ, however I love managing my client’s tax needs, so I am not going anywhere. To help me to be able to do all that I want to do, I have brought back Lindsey and Colleen. You may see them respond to correspondence.
I am excited to use our client portal as much as possible. I am going to be sending everyone a link to their email addresses if you do not already have access. I will also be emailing a client organizer and our engagement letter. Please upload your documents. You are welcome to mail documents to my home or drop off outside of my home, however we request all documents be copies, as we will not be returning originals. I will be able to meet a select number of clients in person; however, our preference is the use of our client portal. Our client scheduler is at mscprosperitytaxandaccountingservicespc.schedulista.com.
Due to a number of changes to the tax law contained in the One Big Beautiful bill and the rising costs of running a tax firm, I have had to increase my prices. All personal tax prep fees will start between $225-$275. I am offering a prepay special with a $25 discount, if you pay within the next week, and it is prior to my completing your return.
I will be sending you an organizer through our client portal for you to fill out. I am asking anyone who has a mortgage and pays real estate taxes, even if you have not been able to use them in the past years, to provide me with the information. If you work overtime or earn tips, please provide me with your pay stubs, and I may have more questions, upon preparing your return.
Tax returns will not be submitted to the government authorities without electronic filing signatures and payment for our services still stands.
If you have any questions, please feel free to reach out to [email protected] or (215) 554-5444. Please note, that if I do not answer, please leave a message and I will get back to you when I can.
Sincerely,
Nicole Purtlebaugh
Nicole Purtlebaugh, MST
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