TAX PREPARATION

Let our seasoned tax professional and Enrolled Agent handle all of your income tax needs. At your personal appointment, we conduct a thorough interview of your individual tax situation to ensure you receive the maximum tax benefit.

TAX PLANNING

Our goal is to help you lower your year-end tax burden. We will assist you with tax planning by analyzing your tax debt throughout the year. Simply call us should any life-changing event occur such as inheritance, stock sale, significant changes to earned income, unemployment, retirement, etc.

Preparer Compliance

Both the Internal Revenue Service and New York State impose strict guidelines with regards to tax preparation.  The following links will aid in assuring that your tax preparer is in compliance:

How to Choose a Tax Return Preparer and Avoid Preparer Fraud (IRS)

Consumer Bill of Rights regarding tax preparers (NYS)

Still have questions? Please contact us anytime! We look forward to hearing from you.