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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!
When clients come to our tax service, they’re not just looking for someone to simply fill out a 1040 form once a year.
They’re looking for trusted tax professionals in New York & New Jersey who have experience and know-how they can rely on, who will do the work for them and make sure they get back all they can from the IRS.
Most people don’t have the time to understand the tax laws or find all of the qualifying deductions. That’s why we’re here!
We’ll provide you with the best possible tax service to ensure your income is protected, so you have peace of mind when it comes to the IRS.
Recent Post
Should I Do A Roth Conversion Before Year-End? When New York/New Jersey Metro Taxpayers Should Skip It
Quick Answer: You should only do a Roth conversion if your current marginal tax bracket is lower than your projected retirement rate and you can pay the full tax liability with outside, non-retirement cash. If the extra income pushes you into a higher tax...
How To Donate Appreciated Stock to Avoid Capital Gains Tax For New York/New Jersey Metro Investors
Quick Answer: Donating your long-term appreciated stock to a qualified charity removes federal and state capital gains taxes and secures an itemized tax deduction for the full fair market value of the shares. To preserve these tax benefits, execute an in-kind DTC...
What Taxes Do You Pay in Retirement That Most New York/New Jersey Metro Retirees Overlook?
Quick Answer: The most frequently overlooked retirement tax traps are taxable Social Security benefits, Medicare IRMAA surcharges, and forced Required Minimum Distribution (RMD) tax pileups. These hidden costs occur when mandatory RMDs and uncoordinated pre-tax...
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