Professional Tax Services in East Amherst, NY

Assistance with filing individual tax returns, including W-2 income, self-employment income, investments, and deductions.

Support small businesses or corporations in preparing annual tax returns and compliance with tax regulations.

Providing support and representation in case of audits or disputes with the Internal Revenue Service (IRS).

Guidance on estate planning to minimize taxes on assets being transferred to heirs or beneficiaries.

Annual tax work involves year-round planning and strategizing to optimize tax outcomes. It focuses on making proactive adjustments in response to changes in income, tax laws, or financial goals. In contrast, seasonal tax work is centered around preparing and filing taxes during the busy tax season, often taking a reactive approach to meet filing deadlines. While annual tax work promotes continuous improvement and long-term benefits, seasonal work prioritizes compliance and short-term needs.

Tax advisory work involves providing expert guidance to individuals and businesses on tax planning, compliance, and optimization strategies. Tax advisors assist clients in navigating complex tax laws, minimizing liabilities, and aligning their financial goals with current regulations. Services often include evaluating tax-saving opportunities, ensuring accurate filings, and addressing specific concerns such as estate planning, corporate structuring, and international tax issues. The goal is to offer tailored solutions that maximize financial efficiency while ensuring full compliance.

Helping individuals or businesses calculate and manage quarterly estimated tax payments to avoid penalties.

Separating prep from guidance and other services. AKA pay for what you want to be serviced, no additional work on top of prep unless paid for.