Tax Services

When it comes to the world of taxes, preparation and planning go a LONG way. We have the expertise and knowledge you are looking for in a tax professional and can help you navigate your options.

We’re happy to help you with any of these services:

Tax Preparation

Stop missing out on potential deductions that could be saving you big money!

Tax Planning

Real strategies and solutions to help you minimize your IRS liability.

Developing An Employee Compensation Plan For Your Tri-State Organization

As your Tri-State business grows, there's an underlying asset which propels your growth: your people.Now, for some of my clients, "people" mean, well ... you. But even in that case, what I have to say today will still matter.Because what I'm talking about today...

An Effective Lead Generation Strategy From One Tri-State Business Owner To Another

You may have heard rumors that the tax code has changed in 2018. This is ESPECIALLY the case for Tri-State small businesses, and as such, I have some questions that I would like you to consider -- especially if you haven't had us do anything else for you but prepare a...

Marketing Tactics that Lead to Business Growth, by Deepak Aggarwal

Here we are in June (!), and I'll open this here with a reminder to many of my business owner friends (because most of you have to deal with this): estimated taxes for the second quarter are due June 15th.This one always feels as if it came a little quick (two-month...

Strategizing Your Tri-State Business’s Cash Flow Plan For 2019

2018 is FINALLY over, and we have a brand new year ahead of us ... and it feels pretty great. The year ahead is full of possibilities for your Tri-State business, and we are so privileged to walk alongside you in the financial aspects of these possibilities.And...

Mapping Out Your Tri-State Prospective Customers’ Experience

Hopefully, you aren't too locked into national news, stock market jitters, trade wars, etc. As a Tri-State business owner you've gotta keep your head in your own particular game.But you must know this: with all the gloom out there, our mutual customers are looking for...

Tracking Your Key Business Metrics For Your Tri-State Company

Oh, you thought that since March Madness is over that I wouldn't shoehorn another metaphor? You thought wrongly.I'm here with some ideas for how you and your Tri-State business should be "keeping score" today. (See what I did there? ... um ... because in sports you...

9 (More) Reasons You Should Own Your Tri-State Business’ Building

Working remotely is more prevalent in Tri-State's work culture than ever before.The rise of coworking spaces like WeWork and PlexPod offer alternative, fun and modern ways to work alongside, and potentially collaborate with, other individuals in their own respective...

Deepak Aggarwal’s Thanksgiving Thank You To Tri-State Business Owners

It's Thanksgiving week, which definitely seems to have come too fast this year.Because of the holiday, things are a bit slower -- but not by much. With so many changes for the business owner in this year's tax code, we're having lots of conversations with clients in...

Can I Take the Section 199A Deduction For My Tri-State Business?

Lots of business owners have been contacting us of late, as we've developed a bit of a reputation around the Tri-State area for helping business owners save a bundle on their taxes.And many of the business owners in Tri-State that we've talked to have a similar...

Let’s Talk About Your Business…

But the problem is that there’s a lot of confusion out there about how to grow your business right-with cost-effective, powerful strategies…

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!