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Individual Tax Planning and Preparation

I aim to take the pain off your shoulders and make your individual tax planning and preparation a simple, seamless process that you no longer need to dread.

Individual Tax Planning PreparationI 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.
  • Quicken training and assistance.
  • 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.

Contact Me Today To Get Started.

Phone: (718)263-4228 | Email: