Personalized Service.
Trusted Experience.
We specialize in providing comprehensive, personalized tax and accounting solutions for individuals, entrepreneurs, and business owners.
Our Services
JPC Tax & Advisory serves as more than just accountants—we’re your trusted financial partners. We specialize in providing comprehensive, personalized solutions for individuals, entrepreneurs, and business owners. Our goal is to deliver expert guidance and peace of mind, with a level of service that goes beyond expectations.
Business and Personal Tax Preparation
We offer accurate, timely tax preparation for both individuals and businesses. Whether you’re managing your own finances or running a company, we ensure your returns are compliant, optimized, and stress-free. Our proactive approach helps you minimize tax liabilities and avoid surprises.
Monthly Accounting and Bookkeeping
Designed especially for self-employed professionals and entrepreneurs, our monthly bookkeeping and accounting services keep your finances organized and up to date. We handle the numbers so you can focus on growing your business—with confidence that your financial foundation is strong.
Financial Statement Compilations
For businesses that need a complete set of financial statements—going beyond just a basic balance sheet and profit & loss statement—we provide full financial statement compilations. These are especially useful when detailed financial reporting is needed for banks, investors, or strategic decision-making.
Tax Advisory and Planning
For clients seeking guidance beyond traditional tax preparation, our tax advisory and proactive planning services are designed to add real strategic value. This is for individuals and businesses who want to stay ahead of the curve—not just during tax season, but throughout the year.
Sales Tax Filing Services
Sales tax compliance can be complex and costly when mistakes are made. We handle accurate, timely sales tax filings across applicable jurisdictions, helping you stay compliant, avoid penalties, and focus on running your business with confidence.
Estate and Trust Planning
Thoughtful estate and trust planning ensures your assets are protected and your legacy is preserved. We help you navigate tax-efficient strategies that align with your long-term goals, providing clarity and peace of mind for you and your family.
Succession and Retirement Planning
Planning your exit is just as important as building your business. We help business owners create tax-efficient succession and retirement strategies that protect value, support a smooth transition, and secure long-term financial stability.
Tax Planning for NCAA NIL Student Athletes
Earning NIL income is exciting, but without the right tax strategy, it can get expensive. We help student-athletes plan proactively, reduce tax exposure, and keep more of what they earn today while building long-term financial security.
About Us
At JPC Tax & Advisory, personalized service and trusted expertise are more than promises—they’re the core of every relationship. In partnership with Thomas Lorefice, CPA, our story is rooted in continuity and care, proudly upholding the Tom Lorefice Standard of attentive, high-quality accounting that local families and businesses have relied on for decades. Tom’s legacy of honesty and individualized attention continues as we serve our clients at the same familiar office location in Media, PA.
What Our Clients Are Saying
Frequently Asked Questions
Do you offer tax preparation services to both individuals and businesses?
Our CPA firm provides comprehensive tax preparation services to all types of clients, including individuals, entrepreneurs, businesses, and non-profit organizations. We also offer year-round tax planning tailored to each client’s specific needs. As a trusted Certified Public Accountant, JPC Tax & Advisory handles all federal, state, and local filings with proactive guidance to minimize surprises and eliminate uncertainty during tax season. We coordinate household and business income to optimize credits and deductions while delivering personalized, tech-enabled service designed for clarity and confidence.
Can your CPA firm handle ongoing business accounting and monthly financial reporting?
Yes, we provide monthly accounting and financial reporting services, including bookkeeping, account reconciliation, and month-end close to entrepreneurs and business owners. You receive timely, lender and other third-party ready financial statements and strategic insights to support smarter business decisions. With our services, business owners can leave the financial planning to us and focus on what matters most: growing their business, streamlining operations, and delivering exceptional service to their customers.
Do you support startups and growing entrepreneurs in the Greater Philadelphia and tri-state area?
Absolutely! Our tax and advisory services support clients with tax classification and entity selection, cash-flow planning, and tax-efficient growth strategies for both startups and established businesses. We combine deep local expertise in the Greater Philadelphia area with a modern, virtual-friendly approach. With a brick-and-mortar office in Media, PA and a strong virtual presence, we deliver exceptional service to individuals and business owners locally and nationwide.
How does pricing work for your tax preparation and accounting packages?
After an initial introductory meeting, we provide a clear, customized scope of work and an estimate tailored to your business and family needs. Many of our self-employed clients choose to bundle ongoing monthly accounting services with annual tax preparation for consistent support and predictable costs. For clients who use only our tax preparation services, we offer competitive, value-based hourly rates that reflect the quality and personalized attention we provide. While we may not know the exact fee for every particular project until we assess the complexity and organization of your tax and accounting documents, we make it a priority to communicate project status and expected fees clearly—helping to avoid surprises and keep our clients at ease.
Are you available year‑round and can you represent us with the IRS?
JPC Tax & Advisory provides year-round professional services and support that go beyond tax season. We correspond with the IRS, as well as state and local agencies, on your behalf to help resolve tax notices and issues efficiently. For clients seeking services beyond tax preparation, we also offer comprehensive, strategic tax planning throughout the year—helping to minimize surprises and ensure a smoother tax season.
Thought Leadership
Mid-Year Tax Planning: Positioning Yourself for Year-End Success
The midpoint of the year is more than a calendar checkpoint; it’s an opportunity to pause, evaluate, and make smart financial decisions before year-end pressure sets in. Whether you are a business owner, self-employed professional,
The NIL Era: When Student-Athletes Become Business Owners
The men’s and women’s college basketball transfer portal opened April 7, 2026, and the scale was immediate. Within days, well over 2,000 men’s players alone had entered the portal, with thousands more across both men’s
The NIL Era: What NCAA Student-Athletes Need to Know About Income, Taxes, and Long-Term Financial Success
The Name, Image, and Likeness era officially began in July 2021 when the NCAA adopted an interim policy allowing student-athletes to earn compensation for the use of their name, image, and likeness. This change followed
One Big Beautiful Bill Act Tax Changes: What They Mean for 2025 and Beyond
Most of the major tax law changes passed on July 4, 2025—collectively known as the One Big Beautiful Bill—affect filing for the 2025 tax year that taxpayers will submit in early 2026. This law extends
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