Tax Services

When it comes to the world of taxes, preparation and planning go a LONG way. We have the expertise and knowledge you are looking for in a tax professional and can help you navigate your options.

We’re happy to help you with any of these services:

Tax Preparation

Stop missing out on potential deductions that could be saving you big money!

Tax Planning

Real strategies and solutions to help you minimize your IRS liability.

All Things PPP For Businesses in Tri-State

We are knee deep in tax forms with the 3/15 deadline looming for corps.On top of that, of course, Congress continues to throw new things our way. The House passed the "American Rescue Plan" and there are stimulus-ish things to pay attention to.One provision of note...

Outlining What Occurs During A Business Audit For Tri-State Businesses

Our Tri-State business owner clients come to us for lots of different reasons.Whether it's merely for straight tax work, cash flow management and forecasting, or direct accounting assistance, we wear many hats on behalf of our favorite business owners.But here's...

Small Business Tax Credit Updates Tri-State Owners Will Want to Consider

I wanted you to know about something that came across my desk the other day because it is potentially very good news...Not many are talking about this, but there have been some MAJOR new Economic Injury Disaster Loan (EIDL) program updates from the SBA...New $2...

Deepak Aggarwal’s Annual Holiday Prayer

In this holiday season full of conflict and impeachment, I'm ever more encouraged to see outside of my own situation, and practice empathy for those around me.And as the years go along, I'm increasingly aware of how this holiday season is a time of joy for many, as...

How Tri-State Business Owners Can Win The Day Through Micro Tasks

It's April. And that means, well -- it's PROCRASTINATION season.Our phones are ringing off the hook, and our inboxes are clogged with Tri-State people who are looking for tax help. Fortunately, our business owner clients (usually) are a little more ahead of the...

COVID-19 Updates For Tri-State Business Owners

How are you holding up? If you haven't yet done so, please do shoot me a quick note to let me know how your Tri-State business is managing.Depending on the situation, I have lots of ways to help ... some of which I'll give you details about today.I will continue to be...

Cash vs. Accrual Accounting: Two Main Differences For Tri-State Businesses To Consider

I have seen plenty of Tri-State businesses get into hot water because they were using the wrong method to track their cash.Yep, today, let's talk accounting. :)Specifically, whether your business should operate as CASH or operate as ACCRUAL. Cash is a great option to...

How to Eliminate Workplace Gossip in Tri-State Businesses

I'm going to step away from tax land today, and put on my business coaching hat.But don't get me wrong -- we are diligently working through many of our Tri-State business owner client files and getting a significant thrill from being able to help so many of our...

Email Marketing Strategies That Tri-State Businesses Should Avoid

I get a lot of replies and personal comments about the emails that I send out, both to our business owners (like you), and to our family/individual clients.So I thought I'd offer my quick thoughts to you as to why I do this, and open our kimono a little. I'm certainly...

Tri State CPAs’s Tips on Turning One-Time Buyers into Repeat Customers

In your Tri-State business, you're shooting for one thing whether you realize it or not: customer loyalty.Seeking out new customers is an arduous task in itself, but keeping them satisfied is another beast that you should take seriously. Why is it so important to take...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.
But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!

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