Services
If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. I offer a full range of professional services to give you the individual attention that you deserve.
I will thoroughly and conscientiously study your personal situation, and tailor my advice to your specific needs. Trust me, I will make it super easy!
Retirement & Investment Planning
Retirement planning is critical in these uncertain times. If you’re an educator the most important part of your retirement plan is your pension. If you are in Tier 4, 5, or 6 you will find my services invaluable. I created a very large portfolio of stocks and mutual funds during my teaching career for myself and others – see testimonials. I can educate you on ways to get the most out of your pension. In addition, you will want to get the most out of your 403b plan and other workplace savings benefit programs. I work with an excellent 403b provider that is lower in fees and zero commissions. My focus is on helping you to make the choice that is most appropriate for your own financial situation.
Address: 7 Clemens Blue Point, NY 11715
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability and maximize the size of your investments which will of course enhance your pension and future lifestyle. I can help you proactively manage both your personal and your business tax issues (if you have a side business), including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having me on your team, you are more likely to benefit from those opportunities. I understand how the latest federal, state, and local tax legislation and other developments affect you and I am constantly identifying new ways to reduce federal, state, or local tax liabilities. Essentially your tax savings can get plowed into your investments which if invested will generate additional income for you.
Fees for Tax Prep.
For a single person filing personal both state and federal returns will range from $150-$400 depending on the forms that have to be filed. The more forms that are needed will usually result in the lowest tax liability for you. If you are married filing jointly the fee range will be from $200-$350 depending on the forms needed. If you are married but if it benefits you by significantly reducing your tax liability to file separately it will usually be about $135 – $185 each and forms dependent.
The minimum charge for corporate returns is $250.
Business Consulting
If you’re an educator with a side business, I am available to help you deal with any business problem or opportunity. I stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling, or restructuring your business, I have the necessary business acumen and analytical capabilities to help you make the right decisions.
Business Entity Selection
The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. I can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.
Estate & Trust Tax Preparation
Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. I can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. I am available to handle all estate and trust tax-related matters.
Financial Analysis
Financial analysis provides the numbers to support, reject or contemplate a course of action. Prospective analysis can show how situations may evolve under various scenarios, providing a new dimension to decision-making. I am ready to provide this type of financial analysis to support the continued prosperity of your career and side business.
IRS Representation
An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, I can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.
Setting an Appointment
If you set an appointment with me, you can either come to my office or we can Zoom. It will be super easy because I do all the work and you just relax and talk. This is how the meeting will go: 1) I will sit and listen to any of your financial concerns, needs, and challenges 2) Together we will then develop a strategy to help you achieve your financial goals 3) Implement the plan. If you have to transfer your account from another firm, that’s also super easy – I do all the work for you and you do almost nothing.
Address: 7 Clemens Blue Point, NY 1171