Tax Preparation

WARNING: IRS Audits Rapidly Increasing…
How Confident Are You That Your Return is Accurate?
Could You be Missing Potential Deductions?

10 million tax payers missed out on a chance to get a bigger refund last year simply because they neglected to fill out one line on their tax return. Will you miss a similar opportunity this year?

Today’s tax laws are increasingly complicated and the rules for deductions and credits change year by year. Are you aware of all the deductions and credits that might be available to you this year, even on the most basic of tax returns? Perhaps you feel secure in your do-it-yourself tax preparation software, but let’s face it… There is no substitute for an experienced tax professional who can answer your questions and ask you the questions that might be key to saving you tax dollars.

With our tax return services you get:

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Assurance that your return has been checked and double-checked for mathematical accuracy and errors that are commonly flagged by the IRS, resulting in fewer chances for contact by the IRS.

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Tips for better managing your payroll withholding so that you can have the advantage of greater income all year long, rather than loaning that money to the government and waiting for it to come back in the form of your yearly tax return.

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A list of common deductions that may benefit you in the coming year, and tips for limiting your future tax liability.

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Electronic filing for a quicker refund.

Let Us Help:

When Mount Vernon Taxpayers Need to File an Amended Return

Well, tax day is behind us. That wasn’t so bad… was it?But if you have a nagging feeling that you missed something… maybe some extra income from that little stint you did for a local Mount Vernon theater company? Maybe a deduction that you just realized you were...
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How to Create a Strategic Tax Plan

It is not uncommon for business owners to pay hundreds of thousands of dollars in taxes that could have been avoided through proper tax planning. Business owners who generate profits due to their hard work and astute decisions often discover that running a successful...
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A Warning About Social Media Tax Advice for Mount Vernon Taxpayers

I’ve had plenty of clients over the years come to me in a terrible position with their taxes because they trusted the wrong person’s advice or fell prey to a scam… or both. In fact, the third most commonly reported fraud is tax refund fraud, and every year...
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Common Tax Penalties Mount Vernon Taxpayers Can Easily Avoid

Remember that frantic scramble to file your taxes on April 15th? Procrastination happens, especially with taxes.But a rushed job often leads to a botched job. Why? Because there’s no time to double check to make sure everything is right. Small mistakes can be a big...
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IRS Collection Notices Hitting Your Mount Vernon Mailbox?

One thing you don’t really want showing up in your Westchester County mailbox (besides all of those dental office and windows installation ads) is a collection notice from the IRS.And, for two years, you had a reprieve thanks to the IRS halting many of their...
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Succession Planning Strategies for Contracting Companies

At the foundation of retirement planning is the question, “What does retirement look like for this owner?” Succession planning enables the transition of leadership roles to support the ongoing operations of a business. Business owners should be thinking about their...
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Crypto Tax Reporting and Keeping Mount Vernon Investors Accountable

Picture this: You’ve been dabbling in cryptocurrency – Bitcoin, Ethereum, maybe even a few of those meme coins. You've made some decent trades, seen some gains. Life is good. But there's that nagging feeling in the back of your mind – did you handle the taxes on all...
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Money Management Tips You Don’t Usually Hear

The most common money management tips that experts give to people in Westchester County with tax or financial difficulties involve saving, budgeting, and planning.But there’s another money habit that never makes those lists of money management tips, and it’s worth...
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Get Ready for the 2024 Tax Season

Rushing to get your records and receipts together can cause errors resulting in penalties. Here are a few areas to focus on to make the season less stressful. Welcome to 2024. 2024 carries forward 2023’s high interest rates which increase the cost of lending, creating...
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How Solid Tax Planning Can Ensure Continued Success for Your Business

The primary reason for tax planning is to minimize a company’s tax liability. Tax planning is an integral part of a company’s financial plan. Strategic tax planning involves utilizing the current tax regulations to minimize the taxpayer’s tax liability. The challenge...
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Ready to come in for an appointment?

Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!