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.

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...

A Tri-State Business Owner’s Holiday Prayer

Here we are, smack in the middle of the Tri-State holiday season, and not only is the federal government shut down for the foreseeable future, but the political and cultural logjams are becoming ever more entrenched.At least we have these holidays.But then I realize...

Outlining What Occurs During A Business Audit For Tri-State Businesses

Our Tri-State business owner clients come to us for lots of different reasons.Whether it's merely for straight tax work, cash flow management and forecasting, or direct accounting assistance, we wear many hats on behalf of our favorite business owners.But here's...

Resilience And Tri-State Business Growth

If you were a client of ours this tax season, you're probably feeling fine about your tax return.But on the chance that you were not ... we've helped many Tri-State business owners "make the switch" over to us, year after year. I know that you may have established a...

The Business Intelligence You Don’t Know That You Need For Your Tri-State Company

You might think that was a typo in the subject line ("pull", right?). Nope, that's just me being clever, because today I'm talking about POLLING your various stakeholders for fun and profit.Alright, yes. I should clearly stick to financial matters, and leave the puns...

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...

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...

Everything You Need To Know About Tax Records For Tri-State Businesses

Tax season is over.Just like the North Pole elves in the Will Ferrell classic, Elf, perhaps your team could use a brief moment of celebration before getting back to work?Although it's a relief now, remember that tax season isn't a one-time occasion. The decisions you...

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...

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...

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!