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Tax Services
Our tax service involves more than just preparing your tax returns. During our initial meeting, we take the time to understand your personal and family financial situation. We then evaluate any options available for reducing taxes on this year's return and we make tax planning suggestions so you can save taxes in the future.
After your return is prepared, if you receive any correspondence from tax authorities regarding your returns, we will help you prepare an appropriate response.
We are available to you throughout the year to help you with questions on these or other topics:
- How to structure a transaction to save taxes
- Changing your withholding or estimated tax payments
- Retirement plan distributions and rollovers
- Tax considerations of major life events such as marriage or the birth of a child
- Pre-divorce & post-divorce tax advice and financial planning
- Starting up a new business
- Any important financial issue for which you would like a second opinion
Many of our tax clients also become financial planning clients. They have peace of mind knowing that their tax and financial matters are handled by competent professionals. They also have the convenience of having it all with a trusted advisor who understands their issues.
When you become our client, we become committed to helping you.
Call us at 914-242-0553, use our contact us form, or send us your e-mail to find out more.
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