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.

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...

Solving Problems in Tri-State Businesses with Effective Solutions

There's this idea out there among many wannabe Tri-State business owners that they have to come up with the next completely fresh idea in order to have a great business. Shows like Shark Tank (which I love) go towards creating this kind of mindset -- although the...

If There’s Another Government Shutdown We’re Here To Help Your Tri-State Business

You're wise these days if you don't pay close attention to the political tug-of-war that seems to be getting worse and worse. If so, you might not have yet seen that the federal government seems headed for another shutdown.Which is rough news for any poor schmoe out...

What Success Looks Like In Reality For Tri-State Businesses

Lots of email responses and activity were prompted by last week's note on the new 20% deduction for pass-through entities (if you didn't get it or missed it, shoot me a note by clicking the email button at the top of the page and I'll forward it along), and we're...

Three Guidelines for Developing a Successful Referral Network For Your Tri-State Business

I've noticed something over the years about particular business people.Scratch beneath the seemingly successful exterior, and there is something very ... small about them. They are always looking for that edge over other people, and are continually in "take" mode.And...

A Guide to Paycheck Protection Program Loans for Tri-State Businesses

This is a very important message, and I'd like you to read it carefully.Here at Team Tri State CPAs, we have been walking closely with our Tri-State business owner clients (and many, many new business owners who have been reaching out) to cut through the noise and...

Deepak Aggarwal’s Three Simple Steps Towards a Better Business Budget

It's amazing -- and scary -- how many Tri-State businesses operate without a true budget. Cash flow becomes their only barometer, and that often doesn't include an accurate picture of ongoing growth, or the health of a business.Look -- in addition to handling taxes...

Potential Tax Problems For Tri-State Businesses To Fix Before Year-End

We only have one more month (less!) to make any moves that might affect a whole host of things on your tax bill.I have some examples of what I mean here today, but suffice it all to say: If your business revenues, expenses, structures or results changed in a...

Tax Paperwork Checklist

Already, we have many, Tri-State tax clients who have filed, have received refunds and have never been more pleased with their filing experience…

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...

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!