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.