Let’s face it…it is becoming increasingly challenging to stay on top of what is required as it relates to tax compliance. Between the Tax Cuts and Jobs Act of 2017 (TCJA), or more recently the Coronavirus Aid, Relief, and Economic Security Act of 2020 (CARES Act), we have seen some of the most aggressive changes to the tax law in recent years, with taxpayers of all types and income levels being effected. Our tax preparation services will keep you current and compliant with these rapidly changing tax laws at both the federal and state levels. Returns that we commonly prepare:

Individual Income Tax Returns (Form 1040)

Corporate Income Tax Returns (Form 1120)

S-Corporation Income Tax Returns (Form 1120S)

Partnership Income Tax Returns (Form 1065)

Trust & Estate Income Tax Returns (Form 1041)

New York State Sales Tax Returns (ST-100 Series)

We strive to be more than a “once a year” advisor to our clients. If you own a business or have income that can be inconsistent from year to year, it is important to take a proactive, rather than reactive approach to your tax situation. We will assist you by planning throughout the year so that you know where you stand, and will also make you aware of any planning strategies or legislative changes that may benefit you.

Ever been audited? It’s not fun. Regardless of the situation, nobody enjoys receiving correspondence from the government, who is asking questions or requesting more information from them. We will help you navigate any of these tax issues that may arise with federal and state taxing authorities. Some situations where we can assist you:

Non-Filed Tax Returns

IRS Notice Responses

IRS Audit Representation

IRS Liens

IRS Levies

Offer in Compromise

Tax Payment Installment Agreements

Many small businesses are in a position where it doesn’t make financial sense to hire a full-time accountant internally, but they still need to make sure that they are keeping up with their accounting throughout the year. That is where we come in. We can take care of your accounting needs and review your financials with you on a quarterly or monthly basis to give you a better understanding of where your money is going, and how your business is performing.

Want to take care of your own bookkeeping throughout the year, but need some assistance and direction to make sure you are doing the right things? No problem. We can design a cloud based accounting system for you using QuickBooks Online that suits the needs of your business, and will train you on how to use the software. Because QBO is cloud based, we will be able to assist you remotely and efficiently if you need accounting support throughout the year.