Sonrise Tax Inc

Sonrise Tax Inc is an accountant in Lebanon, PA. The firm serves the Lebanon Valley and Central Pennsylvania, offering tax return preparation, bookkeeping, and planning services. Specific filings include individual returns, business returns, rental property taxes, farm tax filings, clergy returns, and non-profit tax filings. The company has been serving the region for over 50 years and holds a rating of 4.10 based on customer reviews.

The business began in a Mt Zion residence 50 years ago and has grown to two offices serving Central Pennsylvania. It employs six Enrolled Agents who are licensed to represent taxpayers before the IRS. The team brings well over 125 years of combined preparation experience to their work. Clergy taxation is a specific specialty of the founder, Ken, who is recognized as an expert in that field. Staff members include Derek Shanaman, MTS, who holds a B.S. in Economics and Finance from West Chester University and a M.S. in Tax and Financial Planning from Widener University, with over two decades of experience in tax and finance. Matthew Behney, EA, is also part of the professional staff. The firm maintains its expertise through in-house training and seminars conducted by trade associations and government agencies. Every tax return is reviewed before a Gold Approval Seal is applied and the document is released to the client. Sonrise carries professional liability and cyber security insurance. Their guarantee includes correcting any errors, reimbursing interest or penalties resulting from firm errors, and providing up to three hours of service at no charge if a return is selected for audit.

The Lebanon office is located at 419 Cumberland St, situated about a tenth of a mile from Quittapahilla Creek. It is approximately a third of a mile from Good Samaritan Hospital, the Lebanon Community Library, and Lebanon City Hall.

Sonrise Tax Inc is known for its person-to-person service approach and its specialized handling of complex tax categories such as clergy and farm returns. With a solid reputation in the local market, the firm provides a reliable option for residents and businesses in Lebanon seeking experienced tax preparation support.