I can assist you with:
- Tax planning and tax return preparation.
- Internal Revenue Service and state taxing authority audits, including direct representation before the taxing authorities.
My Network Includes Professionals who can assist you with:
- Financial planning and budgeting.
- Life change planning.
- Funding college savings (529) and retirement plans.
- Roth, traditional IRA investing and conversions.
- Completing the myriad tax and benefits forms presented to you by new employers.
- Mortgage affordability planning.
- Wealth accumulation and tax savings strategies.
- Estate planning, gift planning and taxation.
- Lease/purchase decisions.
- Determining whether to declare bankruptcy.
- Individual Tax Planning Preparation Queens New York the Tristate area and the rest of the world.