Income Tax Planning & Preparation

In addition to the preparation of income tax returns, we actively work with our clients, as necessary, to perform tax planning to take advantage of potential tax savings and credits; to monitor income levels throughout the year; and to calculate estimated tax payments if required.  We coordinate income tax planning and preparation with other services performed to provide a complete financial services package to those clients with more comprehensive needs.

Unlike seasonal tax preparation offices, our doors do not close on April 15.  We are available year-round to answer questions and address concerns and issues as they arise.

We are able to e-file returns for the IRS and New York State.  In addition, we are able to prepare an income tax return for any other state in the U.S. from which you earned income.

We will also prepare specialized tax returns as needed including gift tax returns and those required for other situations.

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