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.

Big PPP Loan Forgiveness News For Tri-State Businesses

You might have seen some rumors on this already, but I wanted to help make everything clear for you...A few weeks back I told you that there were some tax professional rumors circulating about “automatic PPP loan forgiveness” for loans under $150K. Remember that?Well,...

My Tri-State Small Business Health Quiz (Part 1)

Last week, when I wrote my message to our Tri-State business clients, the biggest news was the second round of the PPP, and that expenses covered under the first round of it would be tax deductible.Has anything happened since then?Goodness, even just the "mere" fact...

Four Non-Bank Options for Small Business Financing

When many people start a business, they do so using their own resources and funds. And there can be great wisdom to this ... retaining control, a more lucrative exit, etc.But it also puts your own personal resources on the line, and there are greater risks, as well as...

The “Profit First” Framework for Tri-State Businesses

You might have heard the term "profit first accounting" buzzing around Tri-State business circles as of late.The philosophy was made popular by Mike Michalowicz and his book, Profit First. His theories have blossomed into reality for many business owners.Today, I...

Should I Extend Credit To My Tri-State Customers?

Before I get into the slippery slope I'm referring to in the title of this post, how are things for you these days? How's business going?I'd love to hear an update on your business ... so click the email button in the upper-right of the site here, and send me a note...

Big PPP Loans Forgiveness Update From The IRS For Tri-State Businesses

Are you tired of talking and thinking about the PPP? Because I'm tired of talking and thinking about the PPP.That said -- this program has been a lifesaver for a variety of my Tri-State clients, and it has provided a great shot in the arm for others.And, well ... we...

About That PPP Forgiveness Application for Tri-State Businesses

I have a few quick-hit things to cover today.The first of which relates to some timing issues. Labor Day is behind us (though many of my Tri-State business owner friends and clients don't really take time off for that).(You can't really take a vacation in the same way...

Deepak Aggarwal’s Reasons for Gratitude for 2020

With all of the insanity of 2020, it seems a bit crazy (and a bit of a relief, to be frank) that we now find ourselves in Thanksgiving week in Tri-State.I have some thoughts, which are perhaps a bit more meditative than normal, because of how this holiday works for...

Does Your Cost Structure Match Your Tri-State Company’s Value

Here's an unfortunate reality: many businesses offer amazing value, but struggle to make enough money because they don't charge enough.Thinking they are offering customers "a good deal", their business suffers as a result of selling themselves short.But whether our...

Good News for Tri-State Businesses About

Just when we thought that the business-related news might slow down for Tri-State business owners...Not only are unemployment numbers improving (much to the surprise and delight of the stock markets), but ...Congress passed, and the President has signed a bill that...

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!