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.

Vendor Negotiation Tips for Tri-State Business Owners

Is your hustle muscle feeling strong right now? I hope so because if your business is going to make it moving forward, it’s going to have to be – at least for somebody on your business team. This inflationary environment virtually demands it (as does a likely...

Key Reminders For Tri-State Businesses for the Last Quarter of 2019

Things certainly haven't gotten CALMER over the past week.Whether it's the rumors of recession (or worse), continued chaos in the political world (and still over a year away from elections -- yikes), increasing cultural division, or something more local, it's a mess...

Expense Reimbursement vs Company Credit Cards: What Tri-State Business Owners Need to Decide

If you'll forgive me, I'm going to get pretty geeky today.You probably didn't realize that there are actual pros and cons to expense reimbursement for employees, etc. or using a company cc. Oh my Tri-State readers, I'm going to take you down a little rabbit hole...

Can I Take the Section 199A Deduction For My Tri-State Business?

Lots of business owners have been contacting us of late, as we've developed a bit of a reputation around the Tri-State area for helping business owners save a bundle on their taxes.And many of the business owners in Tri-State that we've talked to have a similar...

Why Tri-State Business Owners Should Excel in Year-End Giving

I wrote something similar to what I'm about to offer you today for our individual/family clients recently, but it occurred to me this morning that YOU, as a successful Tri-State business owner, might especially benefit from the perspective that I'd like to offer...

The Simple ‘Why’ For Tri-State Businesses To Consider Professional Mentoring

Whether or not the federal government's continued (as of this writing) partial shutdown affects you, the IRS did manage to pull in about half of its workforce, despite not offering them a paycheck -- which would be a pretty great deal for an organizational leader,...

Deepak Aggarwal’s Insights on Reducing Business Expenses

No matter how far around the block customers are waiting, in business, only one line counts.The bottom one.That’s why reducing business expenses is critical.Getting a grip on the costs of doing business brings you benefits both short- and long-term. “Cost controls”...

Deepak Aggarwal’s Latest Updates on Small Business Tax Deductions

One thing you can expect from me come rain or shine is to keep you in the loop on changes to all things tax-related. This week is no exception.There are some important changes to small business tax deductions rolling out, and not all deductions apply to all Tri-State...

Tax Preparation Checklist for Corporations

Although it’s not what corporations love focusing on, taking care of tax obligations is an important part of doing business. While there’s no way to get around the fact that dealing with taxes is a task that takes some time, there are ways to make this process go as...

What Tri-State Employers Should Know About Employee Satisfaction

It happened: Silicon Valley Bank sold. Well, at least part of it. The bank’s deposits, loans, and 17 branches — scheduled to reopen today — were snagged by First Citizens BancShares, a Raleigh-based bank. (About $90 billion of assets still remain with the Federal...

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!

Let Us Help: