(718) 423-1100

3601 208th Street,
Bayside, NY 11361


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Tax Preparation & Investment Advisory Services

I am confident I can bring success to your unique situation. New clients are surprised at how much taxes through missed opportunities I recover. My objective is to prepare your tax returns so you do not pay more than you need too.

Not all tax preparers are the same.

As a Certified Public Accountant (CPA) providing tax planning and preparation services since 1985, I do not just "prepare" your taxes. I approach tax preparation services with the goal to save you money. I also focus on identifying tax credits and deductions you may not be aware of.

 Income Tax Return Form

Over the last 30 years saving my clients money, I have learned that financial planning and retirement planning need to work hand-in-hand with tax preparation. Unfortunately, more often than not, I have found that new clients have not experienced communication or collaboration between their tax preparer and investment and insurance professionals. As a Certified Financial Planner™ practitioner I can take your full financial situation into account in order to minimize income taxes and maximize savings.

Our practice makes this possible.

Please see the Case Study on this page to learn more about my greatest tax savings finding when I helped a new client recoup $34,654!   While this huge savings may not be typical, it is rare that I do not find at least one missed opportunity when I perform a review and evaluation for a new client. For this client, it was personally rewarding for me to know I made such a difference in the lives of this family.

I am confident that I can bring success to your unique situation.

After our firm does a review for a new client, many have been surprised at how much money they could have saved through missed opportunities that I was able to uncover.

Getting Started: A lot goes into preparing your taxes so you do not pay more than you need to:

  • I start with your past history and evaluate your individual, unique situation.
  • I review your goals and objectives.
  • I consider the new tax laws and what items, investments or exemptions I can apply immediately to save you money.
  • I integrate all aspects of retirement planning and potential deductions, for example: IRA contributions, investment gains and losses, medical payments and insurance deductions, tax credits.

Year Round Attention

Tax planning does not end on April 15th, and it may be too late to address potential savings when January 1 comes around. Our firm cares for you throughout the year and is available to fine tune your plan and to help you adjust your strategy according to any new tax laws and your particular situation. In addition to a year end tax letter addressing any major tax law changes you should be aware of, I also send weekly e-mail economic updates and timely financial articles for those clients who have opted in to receive our e-mail communications. I also conduct workshops throughout the year to discuss various financial and tax topics.