Services for INDIVIDUALS
Our firm prepares Federal, State and Local Tax returns for clients across the United States and not limited to the tri-state area. Each tax return goes through initial input and levels of review to ensure accuracy, completeness and tax planning for future years. Our team is available through the year for questions and discussions on past, current and future tax years and ideas for tax planning. We prefer open communication throughout the year with our clients to ensure no surprises come tax time. Our team works with a variety of different tax situations that range from minors, to business owners to retirees and everyone in between.
- Tax Preparation – Preparation of annual tax forms required for federal, state and other locality purposes.
- Tax Planning – Review of current year’s activity and determination of potential tax saving strategies.
- Tax Withholding Review – Review of current payroll withholding and estimated tax payments and recommendations for adjustments.
- IRS Representation – Assistance with IRS and state tax notices including evaluation of imposed penalties and solutions for decreasing or eliminating penalties and interest.