Retirees
Tax preparation for retirees, and the rebate filed while we are at it.
Social Security, pensions and IRA withdrawals on the federal return, the PA-40 and the local return, plus your Pennsylvania rent or property tax rebate application at no extra charge. From $245 on our pricing page (illustrative).
The first year retired?
- A pension and Social Security started in the same year.
- The withholding that was right at work is not right now.
- Someone mentioned a rebate and nobody has applied for it.
Or call (412) 555-0163. January to April: Monday to Friday 9 am to 7 pm, Saturday 9 am to 2 pm.
How it works
Three steps, at a pace that suits you.
- Step 1
Sit down with your papers
In the office or at home by video, with last year's return and this year's forms.
- Step 2
We prepare the return and the rebate
Federal, PA-40, local where it applies, and the rent or property tax rebate if you qualify.
- Step 3
Review together, slowly
We go through it line by line, as many times as you like.
First year retired
What changes on the first retired return.
- WithholdingPension and Social Security withholding set so April is not a surprise.
- Required distributionsIRA and 401(k) withdrawals, and when they become required.
- The new senior deductionAn extra $6,000 per person 65 and over, phasing out above $75,000 of income, or $150,000 for a couple.
- Medicare and health costsWhether itemizing is now worth it.
The rebate
Pennsylvania's rent or property tax rebate, filed with your return.
For homeowners and renters 65 and over, widows and widowers 50 and over, and people with disabilities 18 and over. Half of Social Security is left out of the income test. Applying through myPATH is free; we file it with your return at no extra charge.
$48,110
Income limit for the 2025 claim year.
$1,000
Largest standard rebate.
2026
Claims for 2025 are open until December 31, 2026.
Fair questions
What retirees say before they book.
“My only income is Social Security.”
You may not need a federal return at all, and you may still qualify for the rebate. We will tell you at the sit-down.
“My children usually do it.”
They are welcome at the sit-down, in person or on the video call. Many families like a second pair of eyes once a pension starts.
How we do it
Patient, plain and one name to call.
Hannah looks after our retired clients. She explains each form, files the rebate with the return and keeps copies for when you need them.
Widowed this year? Filing status changes, and we walk you through it, with help from the family returns page. If a letter arrives, bring it to notice help.
Where we work
Brookline first, then the whole city.
Our office is at 1031 Brookline Blvd, Suite 2, Pittsburgh, PA 15226. Most clients live within twenty minutes of it; plenty never visit at all and do everything by secure upload and a phone call.
- Brookline
- Beechview
- Overbrook
- Carrick
- Banksville
- Bon Air
- Dormont
- Mt. Lebanon
- Castle Shannon
- Baldwin
- Whitehall
- Bethel Park
- Green Tree
- Mount Oliver
- Anywhere in Pennsylvania, remotely
Who qualifies for the rent or property tax rebate?
Pennsylvanians 65 and over, widows and widowers 50 and over, and people with disabilities 18 and over, with income up to $48,110 for the 2025 claim year. Half of Social Security does not count.
How much is the rebate?
Up to $1,000 as a standard rebate, depending on income. Pittsburgh homeowners who meet extra tests can receive a supplemental rebate automatically.
Is there a deadline?
Claims for 2025 are open until December 31, 2026. We file it with your return.
What is the new senior deduction?
An extra federal deduction of $6,000 for each person 65 and over, phasing out above $75,000 of income, or $150,000 for a couple.
How does Pennsylvania tax my pension?
It depends on the type of payment. We check each one against current Pennsylvania rules at your sit-down rather than guess here.
Next step
Bring the forms. We will file the rebate too.
Book a 30-minute sit-down, in the office or by video, and leave with your price in writing.